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 | +$5.99B | |
| 2 | +$4.18B | |
| 3 | +$2.72B | |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
+$2.7B |
| 5 |
ASML
ASML
|
+$2.19B |
Top Sells
| 1 | +$5.57B | |
| 2 | +$4.56B | |
| 3 | +$4.49B | |
| 4 |
Meta Platforms (Facebook)
META
|
+$3.67B |
| 5 |
Micron Technology
MU
|
+$2.95B |
Sector Composition
| 1 | Technology | 32.17% |
| 2 | Communication Services | 11.32% |
| 3 | Financials | 9.98% |
| 4 | Healthcare | 9.44% |
| 5 | Consumer Discretionary | 9.38% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
NVIDIA
NVDA
$5.3T
| $173B | 9.13% |
993,852,968
+22,789,685
|
|
||
2
Apple
AAPL
$4.57T
| $78B | 4.11% |
307,442,040
+44,776
|
|
||
3
Amazon
AMZN
$2.73T
| $74.7B | 3.94% |
358,698,691
+27,227,887
|
|
||
4
Microsoft
MSFT
$3.18T
| $70.4B | 3.71% |
190,211,367
-10,737,378
|
|
||
5
Alphabet (Google) Class A
GOOGL
$4.51T
| $68B | 3.58% |
236,544,675
+4,766,553
|
|
||
|
6
Meta Platforms (Facebook)
META
$1.59T
| $66.7B | 3.52% |
116,614,753
-5,726,859
|
|
||
7
Broadcom
AVGO
$1.98T
| $38.4B | 2.02% |
124,112,876
+926,640
|
|
||
|
8
Alphabet (Google) Class C
GOOG
$4.47T
| $31.1B | 1.64% |
108,560,040
-327,738
|
|
||
9
Eli Lilly
LLY
$1T
| $24.2B | 1.28% |
26,341,031
+619,361
|
|
||
10
Exxon Mobil
XOM
$630B
| $23.8B | 1.25% |
140,010,460
+8,288,753
|
|
||
11
TSMC
TSM
$2.31T
| $20.4B | 1.08% |
60,393,190
-738,638
|
|
||
12
Netflix
NFLX
$343B
| $19.7B | 1.04% |
204,650,883
+8,821,126
|
|
||
13
GE Vernova
GEV
$259B
| $16B | 0.84% |
18,336,935
-3,154,981
|
|
||
14
GE Aerospace
GE
$342B
| $14.6B | 0.77% |
51,626,167
-2,954,698
|
|
||
15
Visa
V
$609B
| $13.6B | 0.72% |
44,908,229
-1,802,276
|
|
||
16
Tesla
TSLA
$1.57T
| $13.4B | 0.71% |
36,027,976
-3,456,486
|
|
||
17
Marvell Technology
MRVL
$277B
| $13B | 0.69% |
131,255,670
+4,438,241
|
|
||
18
Wells Fargo
WFC
$250B
| $12.9B | 0.68% |
161,693,928
-24,011,255
|
|
||
|
19
Berkshire Hathaway Class A
BRK.A
$1.03T
| $12.2B | 0.64% |
17,000
-7,565
|
|
||
20
Mastercard
MA
$426B
| $12.1B | 0.64% |
24,263,911
-913,744
|
|
||
21
Boeing
BA
$171B
| $11.3B | 0.6% |
56,876,382
+3,863,434
|
|
||
|
22
Micron Technology
MU
$1.12T
| $10.8B | 0.57% |
32,054,565
-7,541,773
|
|
||
23
Amphenol
APH
$181B
| $10B | 0.53% |
79,477,521
-6,943,274
|
|
||
24
Gilead Sciences
GILD
$160B
| $10B | 0.53% |
71,906,290
+6,326,800
|
|
||
25
Bank of America
BAC
$384B
| $9.68B | 0.51% |
198,484,617
-16,296,846
|
|