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 | |
|---|---|---|---|---|---|---|
4326
Strawberry Fields REIT
STRW
$154M
| $9.37K | ﹤0.01% | 787 +595 | +310% | +$7.09K |
|
4327
iShares MSCI New Zealand ETF
ENZL
$71.8M
| $9.36K | ﹤0.01% | 223 -331 | -60% | -$13.9K |
|
4328
Global X Adaptive US Risk Management ETF
ONOF
$134M
| $9.3K | ﹤0.01% | +287 | New | +$9.3K |
|
4329
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
$2.23B
| $9.28K | ﹤0.01% | 501 -835 | -63% | -$15.5K |
|
4330
American Outdoor Brands
AOUT
$134M
| $9.28K | ﹤0.01% | 763 +18 | +2% | +$219 |
|
4331
BondBloxx JPMorgan USD Emerging Markets 1-10 Year Bond ETF
XEMD
$429M
| $9.27K | ﹤0.01% | 220 | – | – |
|
4332
Copel
ELPC
$6.24B
| $9.18K | ﹤0.01% | 1,362 +7 | +0.5% | +$47 |
|
4333
Holley
HLLY
$488M
| $9.18K | ﹤0.01% | 3,572 -3,341 | -48% | -$8.59K |
|
4334
WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund
HYZD
$184M
| $9.18K | ﹤0.01% | 419 +350 | +507% | +$7.67K |
|
4335
Stereotaxis
STXS
$261M
| $9.17K | ﹤0.01% | 5,212 +3,534 | +211% | +$6.22K |
|
4336
AMC Networks
AMCX
$304M
| $9.17K | ﹤0.01% | 1,332 -2,449 | -65% | -$16.9K |
|
4337
Leslie's
LESL
$64.4M
| $9.07K | ﹤0.01% | 12,328 +11,599 | +1,591% | +$8.53K |
|
4338
Destination XL Group
DXLG
$70.5M
| $9.03K | ﹤0.01% | 6,185 +4,317 | +231% | +$6.3K |
|
4339
Concrete Pumping Holdings
BBCP
$363M
| $8.91K | ﹤0.01% | 1,632 +534 | +49% | +$2.92K |
|
4340
Global X Cloud Computing ETF
CLOU
$313M
| $8.89K | ﹤0.01% | 423 +288 | +213% | +$6.05K |
|
|
TE
4341
T1 Energy Inc.
TE
$248M
| $8.83K | ﹤0.01% | 7,011 +3,119 | +80% | +$3.93K |
|
4342
Timothy Plan US Small Cap Core ETF
TPSC
$232M
| $8.81K | ﹤0.01% | 238 +136 | +133% | +$5.04K |
|
4343
Inspired Entertainment
INSE
$257M
| $8.81K | ﹤0.01% | 1,032 +112 | +12% | +$956 |
|
4344
Peoples Financial Services
PFIS
$526M
| $8.81K | ﹤0.01% | 198 -52 | -21% | -$2.31K |
|
4345
VanEck Short Muni ETF
SMB
$285M
| $8.8K | ﹤0.01% | 514 +202 | +65% | +$3.46K |
|
|
BKV
4346
BKV Corporation
BKV
$1.97B
| $8.8K | ﹤0.01% | 419 +402 | +2,365% | +$8.44K |
|
4347
Stem
STEM
$124M
| $8.8K | ﹤0.01% | 25,118 +8,993 | +56% | +$3.15K |
|
4348
Comtech Telecommunications
CMTL
$56.4M
| $8.76K | ﹤0.01% | 5,477 +551 | +11% | +$882 |
|
4349
Radware
RDWR
$1.09B
| $8.76K | ﹤0.01% | 405 | – | – |
|
4350
FiscalNote
NOTE
$70M
| $8.75K | ﹤0.01% | 10,833 +1,294 | +14% | +$1.05K |
|