Style
Aggressive GrowthTurnover
Orientation
Concentrated trader| # | Security | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Nvidia Corporation(NVDA) | 166,011 | $37.9M | 22.46% |
| 2 | Apple Inc(AAPL) | 93,921 | $31.3M | 18.53% |
| 3 | Advanced Micro Devices Inc(AMD) | 15,810 | $9.7M | 5.73% |
| 4 | ELI Lilly & Co(LLY) | 6,913 | $8.0M | 4.74% |
| 5 | Invesco Exch Traded FD TR II(QQQM) | 25,978 | $7.9M | 4.69% |
| 6 |
Latest filing, equity positions only
| Tidal Trust I(GRNY) |
| 262,862 |
| $7.3M |
| 4.33% |
| 7 | Microsoft Corp(MSFT) | 10,718 | $5.5M | 3.26% |
| 8 | Dell Technologies Inc(DELL) | 7,680 | $4.1M | 2.45% |
| 9 | Meta Platforms Inc(META) | 4,974 | $3.6M | 2.14% |
| 10 | Broadcom Inc(AVGO) | 9,004 | $3.2M | 1.87% |
Quarter-over-quarter weight changes
| Sector | Prev % | Curr % | Change |
|---|---|---|---|
| Unclassified | 11.76% | 13.06% | +1.3% |
| Technology | 58.74% | 59.95% | +1.21% |
| Healthcare | 11.21% | 10.6% | -0.61% |
| Financial Services | 4.46% | 3.97% | -0.49% |
| Industrials | 2.71% | 2.29% | -0.42% |
| Utilities | 0.85% | 0.47% | -0.38% |
| Consumer Cyclical | 1.89% | 1.54% | -0.35% |
| Consumer Defensive | 1.66% | 1.44% | -0.22% |
| Real Estate | 0.56% | 0.49% | -0.07% |
| Energy | 0.85% | 0.91% | +0.06% |
| Communication Services | 5.31% | 5.28% | -0.03% |
Quarter-over-quarter weight changes by market cap
| Cap Size | Prev % | Curr % | Change |
|---|---|---|---|
| Mega Cap | 75.53% | 74.92% | -0.61% |
| Unclassified | 11.76% | 13.06% | +1.3% |
| Large Cap | 12.06% | 11.57% | -0.49% |
| Mid Cap | 0.65% | 0.45% | -0.2% |
Quarter-over-quarter position changes