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 |
Apple
AAPL
|
$1.64B |
| 2 |
Microsoft
MSFT
|
$1.2B |
| 3 |
Alphabet (Google) Class A
GOOGL
|
$1.04B |
| 4 |
HCA Healthcare
HCA
|
$754M |
| 5 |
American Express
AXP
|
$731M |
Top Sells
| 1 |
Amgen
AMGN
|
$7.23B |
| 2 |
Wells Fargo
WFC
|
$5.61B |
| 3 |
Becton Dickinson
BDX
|
$4.1B |
| 4 |
Tesla
TSLA
|
$3.17B |
| 5 |
Qualcomm
QCOM
|
$1.38B |
Sector Composition
| 1 | Technology | 19.87% |
| 2 | Financials | 15.4% |
| 3 | Healthcare | 15.27% |
| 4 | Consumer Discretionary | 11.41% |
| 5 | Communication Services | 10.58% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
DMB
3826
BNY Mellon Municipal Bond Infrastructure Fund
DMB
$184M
| $0 | ﹤0.01% | +1 | New | – |
|
3827
DNP Select Income Fund
DNP
$3.68B
| $0 | ﹤0.01% | +1 | New | – |
|
|
DPG
3828
Duff & Phelps Utility and Infrastructure Fund
DPG
$469M
| $0 | ﹤0.01% | +1 | New | – |
|
3829
ProShares UltraShort Dow 30
DXD
$51.8M
| $0 | ﹤0.01% | +1 | New | – |
|
|
OPPJ
3830
WisdomTree Trust WisdomTree Japan Opportunities Fund
OPPJ
$84M
| $0 | ﹤0.01% | +4 | New | – |
|
|
EAD
3831
Allspring Income Opportunities Fund
EAD
$420M
| $0 | ﹤0.01% | +1 | New | – |
|
|
EHI
3832
Western Asset Global High Income Fund
EHI
$201M
| $0 | ﹤0.01% | +1 | New | – |
|
3833
WisdomTree Emerging Markets Local Debt Fund
ELD
$73.5M
| $0 | ﹤0.01% | +2 | New | – |
|
|
EMD
3834
Western Asset Emerging Markets Debt Fund
EMD
$599M
| $0 | ﹤0.01% | +1 | New | – |
|