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 | +$3.9B | |
| 2 | +$2.17B | |
| 3 | +$2.13B | |
| 4 |
Alibaba
BABA
|
+$2.05B |
| 5 |
Gilead Sciences
GILD
|
+$2.04B |
Top Sells
| 1 | +$4.21B | |
| 2 | +$3.09B | |
| 3 | +$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 |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
NVIDIA
NVDA
$4.39T
| $109B | 6.93% |
1,001,925,185
-2,451,423
|
|
||
2
Meta Platforms (Facebook)
META
$1.8T
| $77.9B | 4.97% |
135,174,317
-1,079,831
|
|
||
3
Microsoft
MSFT
$3.82T
| $73B | 4.66% |
194,591,253
-2,920,973
|
|
||
4
Apple
AAPL
$3.71T
| $72.9B | 4.65% |
328,100,180
-13,540,794
|
|
||
5
Amazon
AMZN
$2.29T
| $64.6B | 4.13% |
339,634,992
+11,170,767
|
|
||
|
6
Alphabet (Google) Class A
GOOGL
$3.03T
| $34.2B | 2.18% |
221,163,347
-27,253,569
|
|
||
7
Berkshire Hathaway Class A
BRK.A
$1.07T
| $26.5B | 1.69% |
33,247
-270
|
|
||
|
8
Eli Lilly
LLY
$743B
| $23.5B | 1.5% |
28,468,668
-2,066,580
|
|
||
9
Netflix
NFLX
$513B
| $20.8B | 1.33% |
22,321,093
+1,434,003
|
|
||
10
Visa
V
$673B
| $20B | 1.28% |
57,172,638
+1,695,229
|
|
||
11
Broadcom
AVGO
$1.67T
| $17.1B | 1.09% |
101,869,215
+8,594,898
|
|
||
12
Exxon Mobil
XOM
$477B
| $16.9B | 1.08% |
141,796,816
-4,310,520
|
|
||
|
13
Alphabet (Google) Class C
GOOG
$3.04T
| $16.4B | 1.05% |
105,088,737
-12,902,988
|
|
||
14
Wells Fargo
WFC
$277B
| $14.7B | 0.94% |
205,369,205
+2,320,401
|
|
||
15
Boston Scientific
BSX
$144B
| $13B | 0.83% |
128,597,214
-3,845,669
|
|
||
16
GE Aerospace
GE
$319B
| $12.8B | 0.82% |
64,009,548
-2,814,420
|
|
||
17
UnitedHealth
UNH
$327B
| $12.7B | 0.81% |
24,217,466
-5,903,163
|
|
||
18
Mastercard
MA
$510B
| $12.5B | 0.8% |
22,800,827
+532,890
|
|
||
19
JPMorgan Chase
JPM
$835B
| $11.5B | 0.74% |
47,005,308
-1,202,958
|
|
||
20
Costco
COST
$423B
| $9B | 0.57% |
9,518,862
+61,038
|
|
||
21
TSMC
TSM
$1.58T
| $8.63B | 0.55% |
51,984,455
-6,562,802
|
|
||
22
Bank of America
BAC
$388B
| $8.49B | 0.54% |
203,339,790
+9,985,915
|
|
||
23
Tesla
TSLA
$1.45T
| $7.83B | 0.5% |
30,213,359
-4,448,041
|
|
||
24
Marvell Technology
MRVL
$76.8B
| $7.63B | 0.49% |
123,854,288
-6,137,343
|
|
||
|
25
Berkshire Hathaway Class B
BRK.B
$1.07T
| $7.42B | 0.47% |
13,926,009
+4,075,824
|
|