Fidelity Investments Portfolio holdings
Fidelity Investments, founded in 1946 by Edward C. Johnson II and headquartered in Boston, Massachusetts, is one of the largest privately-held financial services firms in the world, managing hundreds of billions in assets. Known for its wide array of investment products, including mutual funds, retirement accounts, brokerage services, and wealth management, Fidelity caters to both individual investors and institutions with a reputation for strong customer service and innovative tools like its active trader platforms. The company pioneered direct-to-investor mutual fund sales, bypassing traditional brokers, and has since expanded into areas like cryptocurrency trading and commission-free stock trades. Still family-controlled by the Johnson family, Fidelity blends a legacy of traditional investing with a forward-looking approach to technology and market trends.
Top Buys
| 1 | +$1.92B | |
| 2 | +$1.61B | |
| 3 | +$1.52B | |
| 4 |
Tesla
TSLA
|
+$1.5B |
| 5 |
Eli Lilly
LLY
|
+$1.48B |
Top Sells
| 1 | +$5.11B | |
| 2 | +$4.78B | |
| 3 | +$3.54B | |
| 4 |
Uber
UBER
|
+$2.65B |
| 5 |
NVIDIA
NVDA
|
+$2.17B |
Sector Composition
| 1 | Technology | 32.74% |
| 2 | Communication Services | 12.47% |
| 3 | Financials | 11.62% |
| 4 | Consumer Discretionary | 9.74% |
| 5 | Healthcare | 9.31% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
NVIDIA
NVDA
$4.38T
| $181B | 9.23% |
971,063,283
-11,643,333
|
|
||
2
Microsoft
MSFT
$3T
| $97.2B | 4.96% |
200,948,745
-9,538,744
|
|
||
3
Apple
AAPL
$3.87T
| $83.6B | 4.26% |
307,397,264
+4,143,183
|
|
||
4
Meta Platforms (Facebook)
META
$1.66T
| $80.8B | 4.12% |
122,341,612
-7,659,737
|
|
||
5
Amazon
AMZN
$2.24T
| $76.5B | 3.9% |
331,470,804
+2,589,222
|
|
||
6
Alphabet (Google) Class A
GOOGL
$3.67T
| $72.5B | 3.7% |
231,778,122
+1,809,345
|
|
||
7
Broadcom
AVGO
$1.49T
| $42.6B | 2.17% |
123,186,236
+2,363,430
|
|
||
|
8
Alphabet (Google) Class C
GOOG
$3.67T
| $34.2B | 1.74% |
108,887,778
-1,216,547
|
|
||
|
9
Eli Lilly
LLY
$951B
| $27.6B | 1.41% |
25,721,670
+1,549,858
|
|
||
10
TSMC
TSM
$1.83T
| $18.6B | 0.95% |
61,131,828
-12,054,686
|
|
||
11
Berkshire Hathaway Class A
BRK.A
$1.04T
| $18.5B | 0.95% |
24,565
-2,500
|
|
||
12
Netflix
NFLX
$413B
| $18.4B | 0.94% |
195,829,757
-15,207,723
|
|
||
|
13
Tesla
TSLA
$1.47T
| $17.8B | 0.91% |
39,484,462
+3,393,342
|
|
||
14
Wells Fargo
WFC
$255B
| $17.3B | 0.88% |
185,705,183
-7,566,969
|
|
||
15
GE Aerospace
GE
$350B
| $16.8B | 0.86% |
54,580,865
-303,772
|
|
||
16
Visa
V
$617B
| $16.4B | 0.84% |
46,710,505
-1,982,692
|
|
||
17
Exxon Mobil
XOM
$633B
| $15.9B | 0.81% |
131,721,707
+4,365,511
|
|
||
18
Mastercard
MA
$468B
| $14.4B | 0.73% |
25,177,655
-1,690,265
|
|
||
19
GE Vernova
GEV
$227B
| $14B | 0.72% |
21,491,916
-1,174,682
|
|
||
20
Bank of America
BAC
$360B
| $11.8B | 0.6% |
214,781,463
+5,302,824
|
|
||
21
Amphenol
APH
$159B
| $11.7B | 0.6% |
86,420,795
-13,395,833
|
|
||
22
Boeing
BA
$176B
| $11.5B | 0.59% |
53,012,948
+9,317,466
|
|
||
23
JPMorgan Chase
JPM
$810B
| $11.5B | 0.59% |
35,700,719
-3,036,533
|
|
||
24
Micron Technology
MU
$427B
| $11.3B | 0.58% |
39,596,338
-468,162
|
|
||
25
Marvell Technology
MRVL
$65.7B
| $10.8B | 0.55% |
126,817,429
+5,072,372
|
|