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 |
Microsoft
MSFT
|
+$5.15B |
| 2 |
Broadcom
AVGO
|
+$4.2B |
| 3 |
CRCL
Circle Internet Group, Inc.
CRCL
|
+$2.49B |
| 4 |
TSMC
TSM
|
+$2.13B |
| 5 |
Capital One
COF
|
+$1.15B |
Top Sells
| 1 |
Apple
AAPL
|
+$4.38B |
| 2 |
Arista Networks
ANET
|
+$2.53B |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
+$2.41B |
| 4 |
UnitedHealth
UNH
|
+$2.31B |
| 5 |
Regeneron Pharmaceuticals
REGN
|
+$2.24B |
Sector Composition
| 1 | Technology | 31.32% |
| 2 | Communication Services | 12.88% |
| 3 | Financials | 12.85% |
| 4 | Consumer Discretionary | 10.3% |
| 5 | Healthcare | 8.58% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
3651
TeraWulf
WULF
$4.39B
| $56.5K | ﹤0.01% |
12,899
+2,730
| +27% | +$12K |
|
3652
iShares MSCI Global Gold Miners ETF
RING
$2.12B
| $56.5K | ﹤0.01% |
1,290
+277
| +27% | +$12.1K |
|
3653
N-able
NABL
$1.54B
| $56.4K | ﹤0.01% |
6,967
-22,215
| -76% | -$180K |
|
3654
Phathom Pharmaceuticals
PHAT
$840M
| $56.4K | ﹤0.01% |
5,881
-503,701
| -99% | -$4.83M |
|
3655
Metals Acquisition
MTAL
$1.01B
| $56.4K | ﹤0.01% |
4,661
-550
| -11% | -$6.65K |
|
3656
Coca-Cola Femsa
KOF
$18B
| $56.1K | ﹤0.01% |
580
+9
| +2% | +$870 |
|
3657
Global X Internet of Things ETF
SNSR
$226M
| $56K | ﹤0.01% |
1,484
+29
| +2% | +$1.1K |
|
3658
Bankwell Financial Group
BWFG
$359M
| $56K | ﹤0.01% |
1,555
-38
| -2% | -$1.37K |
|
3659
First Mid Bancshares
FMBH
$945M
| $55.8K | ﹤0.01% |
1,487
+125
| +9% | +$4.69K |
|
3660
Southern First Bancshares
SFST
$366M
| $55.6K | ﹤0.01% |
1,463
-7
| -0.5% | -$266 |
|
3661
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.32B
| $55.6K | ﹤0.01% |
2,292
+805
| +54% | +$19.5K |
|
3662
SPDR Portfolio High Yield Bond ETF
SPHY
$9.14B
| $55.6K | ﹤0.01% |
2,337
+1,876
| +407% | +$44.7K |
|
3663
Kearny Financial
KRNY
$412M
| $55.4K | ﹤0.01% |
8,582
+2,042
| +31% | +$13.2K |
|
3664
LiveWire
LVWR
$986M
| $55.3K | ﹤0.01% |
12,023
+5,989
| +99% | +$27.6K |
|
3665
AerSale
ASLE
$401M
| $55.3K | ﹤0.01% |
9,202
-3,968
| -30% | -$23.8K |
|
3666
Kennedy-Wilson Holdings
KW
$1.24B
| $55.1K | ﹤0.01% |
8,099
-2,208
| -21% | -$15K |
|
3667
Information Services Group
III
$253M
| $55K | ﹤0.01% |
11,463
-679
| -6% | -$3.26K |
|
3668
Consensus Cloud Solutions
CCSI
$524M
| $54.8K | ﹤0.01% |
2,376
-1,126
| -32% | -$26K |
|
3669
iShares Global Clean Energy ETF
ICLN
$1.58B
| $54.7K | ﹤0.01% |
4,170
-1,139
| -21% | -$14.9K |
|
3670
iShares Asia 50 ETF
AIA
$995M
| $54.6K | ﹤0.01% |
673
| – | – |
|
3671
HUTCHMED
HCM
$3.08B
| $54.4K | ﹤0.01% |
3,614
| – | – |
|
3672
NIO
NIO
$14B
| $54.2K | ﹤0.01% |
15,805
-4,404
| -22% | -$15.1K |
|
3673
Theravance Biopharma
TBPH
$720M
| $54.2K | ﹤0.01% |
4,913
+2,522
| +105% | +$27.8K |
|
3674
SPDR S&P Transportation ETF
XTN
$146M
| $54K | ﹤0.01% |
671
-377
| -36% | -$30.4K |
|
3675
Herbalife
HLF
$986M
| $54K | ﹤0.01% |
6,261
-1,965
| -24% | -$16.9K |
|