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 |
NextEra Energy, Inc.
NEE
|
$2.04B |
| 2 |
Apple
AAPL
|
$1.57B |
| 3 |
Sunrun
RUN
|
$1.44B |
| 4 |
Morgan Stanley
MS
|
$1.26B |
| 5 |
Marriott International Class A Common Stock
MAR
|
$1.19B |
Top Sells
| 1 |
Microsoft
MSFT
|
$3.22B |
| 2 |
Alibaba
BABA
|
$3.18B |
| 3 |
Moderna
MRNA
|
$2.75B |
| 4 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$2.28B |
| 5 |
Mastercard
MA
|
$2.26B |
Sector Composition
| 1 | Technology | 27.07% |
| 2 | Healthcare | 14.55% |
| 3 | Consumer Discretionary | 14.54% |
| 4 | Financials | 10.95% |
| 5 | Communication Services | 10.61% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
4301
Global X SuperDividend US ETF
DIV
$659M
| $0 | ﹤0.01% | +4 | New | – |
|
4302
iShares Core Dividend ETF
DIVB
$954M
| $0 | ﹤0.01% | +1 | New | – |
|
4303
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
$577M
| $0 | ﹤0.01% | 1 | – | – |
|
|
DMB
4304
BNY Mellon Municipal Bond Infrastructure Fund
DMB
$184M
| $0 | ﹤0.01% | +1 | New | – |
|
|
DMO
4305
Western Asset Mortgage Opportunity Fund
DMO
$135M
| $0 | ﹤0.01% | +2 | New | – |
|
4306
DNP Select Income Fund
DNP
$3.69B
| $0 | ﹤0.01% | +2 | New | – |
|
|
DRD
4307
DRDGold
DRD
$1.54B
| $0 | ﹤0.01% | +1 | New | – |
|
4308
Direxion Daily S&P Oil & Gas Exp & Prod Bear 2X Shares
DRIP
$39.3M
| $0 | ﹤0.01% | +1 | New | – |
|
4309
ALPS Disruptive Technologies ETF
DTEC
$87M
| $0 | ﹤0.01% | +1 | New | – |
|