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 |
Fidelity Investment Grade Securitized ETF
FSEC
|
+$3.9B |
| 2 |
Berkshire Hathaway Class B
BRK.B
|
+$2.17B |
| 3 |
Amazon
AMZN
|
+$2.13B |
| 4 |
Alibaba
BABA
|
+$2.05B |
| 5 |
Gilead Sciences
GILD
|
+$2.04B |
Top Sells
| 1 |
Alphabet (Google) Class A
GOOGL
|
+$4.21B |
| 2 |
UnitedHealth
UNH
|
+$3.09B |
| 3 |
Apple
AAPL
|
+$3.01B |
| 4 |
Alphabet (Google) Class C
GOOG
|
+$2.02B |
| 5 |
Eli Lilly
LLY
|
+$1.71B |
Sector Composition
| 1 | Technology | 27.9% |
| 2 | Financials | 13.61% |
| 3 | Communication Services | 11.77% |
| 4 | Consumer Discretionary | 10.94% |
| 5 | Healthcare | 10.63% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
3951
Everspin Technologies
MRAM
$152M
| $24.6K | ﹤0.01% |
4,829
+3,073
| +175% | +$15.7K |
|
3952
Schwab High Yield Bond ETF
SCYB
$1.61B
| $24.5K | ﹤0.01% |
938
+378
| +68% | +$9.87K |
|
3953
Enhabit
EHAB
$390M
| $24.4K | ﹤0.01% |
2,774
-2,352
| -46% | -$20.7K |
|
3954
Nathan's Famous
NATH
$435M
| $24.3K | ﹤0.01% |
252
-34
| -12% | -$3.28K |
|
3955
First Trust Nasdaq Artificial Intelligence and Robotics ETF
ROBT
$570M
| $24.2K | ﹤0.01% |
596
+502
| +534% | +$20.4K |
|
3956
Alerus Financial
ALRS
$575M
| $24.2K | ﹤0.01% |
1,312
-180
| -12% | -$3.32K |
|
3957
Gevo
GEVO
$389M
| $24.2K | ﹤0.01% |
20,871
-1,248
| -6% | -$1.45K |
|
3958
Forrester Research
FORR
$188M
| $24.2K | ﹤0.01% |
2,618
+2,044
| +356% | +$18.9K |
|
3959
iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB
$2.53B
| $24.2K | ﹤0.01% |
481
+239
| +99% | +$12K |
|
3960
iShares MSCI France ETF
EWQ
$388M
| $24.1K | ﹤0.01% |
606
-873
| -59% | -$34.8K |
|
3961
Ardagh Metal Packaging
AMBP
$2.12B
| $24.1K | ﹤0.01% |
7,974
-85,869
| -92% | -$259K |
|
3962
Invesco Variable Rate Preferred ETF
VRP
$2.19B
| $24K | ﹤0.01% |
992
-318
| -24% | -$7.71K |
|
3963
SES AI
SES
$413M
| $24K | ﹤0.01% |
46,090
+11,334
| +33% | +$5.9K |
|
3964
W&T Offshore
WTI
$257M
| $23.9K | ﹤0.01% |
15,444
-2,103
| -12% | -$3.26K |
|
3965
Amprius Technologies
AMPX
$978M
| $23.8K | ﹤0.01% |
8,873
+3,617
| +69% | +$9.69K |
|
3966
Denny's
DENN
$259M
| $23.7K | ﹤0.01% |
6,458
-3,367
| -34% | -$12.4K |
|
3967
HF Foods Group
HFFG
$168M
| $23.6K | ﹤0.01% |
4,825
+2,086
| +76% | +$10.2K |
|
3968
Viemed Healthcare
VMD
$266M
| $23.6K | ﹤0.01% |
3,246
-9
| -0.3% | -$66 |
|
3969
Suzano
SUZ
$11.8B
| $23.6K | ﹤0.01% |
2,540
-34,217
| -93% | -$318K |
|
3970
VanEck Fallen Angel High Yield Bond ETF
ANGL
$3.05B
| $23.5K | ﹤0.01% |
815
-866
| -52% | -$25K |
|
3971
MeiraGTx Holdings
MGTX
$601M
| $23.5K | ﹤0.01% |
3,462
+1,137
| +49% | +$7.71K |
|
3972
Valhi
VHI
$463M
| $23.4K | ﹤0.01% |
1,442
+57
| +4% | +$926 |
|
3973
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
$4B
| $23.4K | ﹤0.01% |
1,195
-1,634
| -58% | -$32K |
|
3974
Invesco Preferred ETF
PGX
$3.95B
| $23.3K | ﹤0.01% |
2,075
-1,209
| -37% | -$13.6K |
|
3975
NACCO Industries
NC
$294M
| $23.3K | ﹤0.01% |
690
+35
| +5% | +$1.18K |
|