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 |
Alphabet (Google) Class A
GOOGL
|
+$4.18B |
| 2 |
Tesla
TSLA
|
+$4.01B |
| 3 |
Fidelity Investment Grade Securitized ETF
FSEC
|
+$1.97B |
| 4 |
Applovin
APP
|
+$1.93B |
| 5 |
Boeing
BA
|
+$1.5B |
Top Sells
| 1 |
Microsoft
MSFT
|
+$5.95B |
| 2 |
Apple
AAPL
|
+$5.56B |
| 3 |
Uber
UBER
|
+$3.37B |
| 4 |
Eli Lilly
LLY
|
+$1.93B |
| 5 |
Advanced Micro Devices
AMD
|
+$1.6B |
Sector Composition
| 1 | Technology | 31.31% |
| 2 | Financials | 12.11% |
| 3 | Communication Services | 12% |
| 4 | Consumer Discretionary | 11.22% |
| 5 | Healthcare | 10.04% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
3576
Titan Machinery
TITN
$451M
| $61.3K | ﹤0.01% |
4,338
-924
| -18% | -$13.1K |
|
3577
Grindr
GRND
$3.09B
| $61.1K | ﹤0.01% |
3,424
+2
| +0.1% | +$36 |
|
3578
First Western Financial
MYFW
$228M
| $60.9K | ﹤0.01% |
3,115
-2
| -0.1% | -$39 |
|
3579
Goldman Sachs Hedge Industry VIP ETF
GVIP
$390M
| $60.3K | ﹤0.01% |
+486
| New | +$60.3K |
|
3580
Bally's
BALY
$487M
| $60.1K | ﹤0.01% |
3,360
+556
| +20% | +$9.95K |
|
3581
PubMatic
PUBM
$376M
| $59.9K | ﹤0.01% |
4,079
+26
| +0.6% | +$382 |
|
3582
LeaderShares AlphaFactor US Core Equity ETF
LSAF
$134M
| $59.9K | ﹤0.01% |
1,479
-333
| -18% | -$13.5K |
|
3583
iShares US Telecommunications ETF
IYZ
$607M
| $59.9K | ﹤0.01% |
2,233
+853
| +62% | +$22.9K |
|
3584
VanEck Biotech ETF
BBH
$349M
| $59.9K | ﹤0.01% |
382
-30
| -7% | -$4.7K |
|
|
MTLS
3585
Materialise
MTLS
$302M
| $59.8K | ﹤0.01% |
+8,499
| New | +$59.8K |
|
3586
SPDR MSCI EAFE Fossil Fuel Reserves Free ETF
EFAX
$398M
| $59.6K | ﹤0.01% |
1,497
+875
| +141% | +$34.8K |
|
3587
Oil-Dri
ODC
$959M
| $59.5K | ﹤0.01% |
1,358
+468
| +53% | +$20.5K |
|
3588
Denny's
DENN
$264M
| $59.4K | ﹤0.01% |
9,825
-2,414
| -20% | -$14.6K |
|
3589
First Trust Consumer Discretionary AlphaDEX Fund
FXD
$335M
| $59.2K | ﹤0.01% |
916
+8
| +0.9% | +$517 |
|
3590
iShares High Yield Systematic Bond ETF
HYDB
$1.63B
| $59.2K | ﹤0.01% |
1,259
+174
| +16% | +$8.18K |
|
3591
Colony Bankcorp
CBAN
$304M
| $59.1K | ﹤0.01% |
3,664
+405
| +12% | +$6.54K |
|
|
NTST
3592
NETSTREIT Corp
NTST
$1.75B
| $59.1K | ﹤0.01% |
4,178
-2,197
| -34% | -$31.1K |
|
3593
Invesco MSCI Sustainable Future ETF
ERTH
$143M
| $59.1K | ﹤0.01% |
1,461
-53
| -4% | -$2.14K |
|
3594
Avita Medical
RCEL
$123M
| $58.8K | ﹤0.01% |
4,597
+349
| +8% | +$4.47K |
|
3595
Franklin US Low Volatility High Dividend Index ETF
LVHD
$594M
| $58.7K | ﹤0.01% |
1,531
-431
| -22% | -$16.5K |
|
3596
Plug Power
PLUG
$1.76B
| $58.7K | ﹤0.01% |
27,565
+7,464
| +37% | +$15.9K |
|
|
HUT
3597
Hut 8
HUT
$3.42B
| $58.5K | ﹤0.01% |
2,854
+1,051
| +58% | +$21.5K |
|
3598
Amplify Mobile Payments ETF
IPAY
$270M
| $58.4K | ﹤0.01% |
1,007
+220
| +28% | +$12.8K |
|
3599
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
$1.11B
| $58.3K | ﹤0.01% |
1,827
+502
| +38% | +$16K |
|
3600
JPMorgan Diversified Return US Small Cap Equity ETF
JPSE
$511M
| $58.2K | ﹤0.01% |
1,243
+100
| +9% | +$4.68K |
|