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 | |
|---|---|---|---|---|---|---|
3951
iShares MSCI New Zealand ETF
ENZL
$74.8M
| $25K | ﹤0.01% |
554
-61
| -10% | -$2.75K |
|
3952
Farmers National Banc Corp
FMNB
$554M
| $25K | ﹤0.01% |
1,756
-312
| -15% | -$4.44K |
|
|
PINE
3953
Alpine Income Property Trust
PINE
$208M
| $25K | ﹤0.01% |
1,486
+1,050
| +241% | +$17.6K |
|
3954
iShares International Developed Real Estate ETF
IFGL
$98.4M
| $24.9K | ﹤0.01% |
1,288
-116
| -8% | -$2.24K |
|
3955
Viant Technology
DSP
$158M
| $24.6K | ﹤0.01% |
1,298
-5,836
| -82% | -$111K |
|
3956
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
$2.26B
| $24.5K | ﹤0.01% |
1,336
-687
| -34% | -$12.6K |
|
3957
Acme United Corp
ACU
$156M
| $24.5K | ﹤0.01% |
656
-1
| -0.2% | -$37 |
|
|
CLYM
3958
Climb Bio, Inc. Common Stock
CLYM
$152M
| $24.4K | ﹤0.01% |
13,563
+13,547
| +84,669% | +$24.4K |
|
3959
Immersion
IMMR
$221M
| $24.4K | ﹤0.01% |
2,792
-16,689
| -86% | -$146K |
|
3960
LegalZoom.com
LZ
$1.9B
| $24.3K | ﹤0.01% |
3,241
+168
| +5% | +$1.26K |
|
3961
Bit Digital
BTBT
$955M
| $24.3K | ﹤0.01% |
8,295
+798
| +11% | +$2.34K |
|
3962
DMC Global
BOOM
$145M
| $24.3K | ﹤0.01% |
3,305
+1,058
| +47% | +$7.78K |
|
3963
India Internet & Ecommerce ETF
INQQ
$63M
| $24.3K | ﹤0.01% |
+1,500
| New | +$24.3K |
|
3964
Autohome
ATHM
$3.48B
| $24.3K | ﹤0.01% |
934
-42
| -4% | -$1.09K |
|
3965
VanEck Steel ETF
SLX
$82.3M
| $24.2K | ﹤0.01% |
414
-16
| -4% | -$934 |
|
3966
McEwen Inc.
MUX
$748M
| $24K | ﹤0.01% |
3,083
+368
| +14% | +$2.86K |
|
3967
Target Hospitality
TH
$881M
| $24K | ﹤0.01% |
2,480
-456
| -16% | -$4.41K |
|
3968
WisdomTree Europe SmallCap Dividend Fund
DFE
$182M
| $23.9K | ﹤0.01% |
422
+48
| +13% | +$2.72K |
|
3969
VictoryShares US EQ Income Enhanced Volatility Wtd ETF
CDC
$736M
| $23.8K | ﹤0.01% |
380
-65
| -15% | -$4.06K |
|
|
REFI
3970
Chicago Atlantic Real Estate Finance
REFI
$279M
| $23.7K | ﹤0.01% |
1,535
+1,147
| +296% | +$17.7K |
|
|
GRW
3971
TCW Compounders ETF
GRW
$122M
| $23.6K | ﹤0.01% |
717
-180
| -20% | -$5.92K |
|
3972
Ginkgo Bioworks
DNA
$593M
| $23.6K | ﹤0.01% |
2,400
+484
| +25% | +$4.75K |
|
3973
Nerdy
NRDY
$158M
| $23.6K | ﹤0.01% |
14,540
+6,115
| +73% | +$9.91K |
|
3974
Heartland Express
HTLD
$656M
| $23.4K | ﹤0.01% |
2,089
+466
| +29% | +$5.23K |
|
3975
Waldencast
WALD
$223M
| $23.3K | ﹤0.01% |
5,805
+230
| +4% | +$925 |
|