Tidal Investments LLC
Institutional investor · Portfolio as of Q1 2023
Top Holdings1,305 positions
VANGUARD TOTAL STOCK MARKET ETF | 689,043 | $140.6M | 4.6% | $190.82 | +2.18% | 18 qtrssince 2018-Q4 | Increased 62 |
SPDR Gold MiniShares Trust | 3.2M | $126.4M | 4.2% | $38.79 | +0.84% | 5 qtrssince 2022-Q1 | Decreased 0 |
Apple Inc | 575,498 | $94.9M | 3.1% | $147.67 | +9.88% | 18 qtrssince 2018-Q4 | Increased 60 |
VANGUARD EMERGING MARKETS ETF | 2.3M | $91.1M | 3.0% | $39.47 | -7.22% | 18 qtrssince 2018-Q4 | Increased 55 |
Microsoft Corp | 253,540 | $73.1M | 2.4% | $260.30 | +7.76% | 18 qtrssince 2018-Q4 | Increased 55 |
VANGUARD FTSE DEV MKT ETF | 1.3M | $59.8M | 2.0% | $40.60 | +0.13% | 18 qtrssince 2018-Q4 | Increased 49 |
Tesla Inc | 285,201 | $59.2M | 1.9% | $217.84 | -4.77% | 14 qtrssince 2019-Q4 | Increased 67 |
Exxon Mobil Corp | 351,408 | $38.5M | 1.3% | $74.88 | +32.03% | 15 qtrssince 2019-Q3 | Increased 49 |
Amazon.com Inc | 318,191 | $34.4M | 1.1% | $121.83 | -15.22% | 15 qtrssince 2019-Q3 | Increased 55 |
NVIDIA Corp | 109,200 | $30.3M | 1.0% | $23.46 | +18.02% | 18 qtrssince 2018-Q4 | Increased 46 |
Alphabet Inc | 291,182 | $30.2M | 1.0% | $103.81 | -1.02% | 18 qtrssince 2018-Q4 | Increased 44 |
MicroStrategy Inc | 87,994 | $25.7M | 0.8% | $46.91 | -37.69% | 10 qtrssince 2020-Q4 | Decreased 0 |
Riot Blockchain Inc | 2.6M | $25.5M | 0.8% | $23.82 | -58.06% | 10 qtrssince 2020-Q4 | Increased 46 |
BHP GROUP LTD - SPONSORED ADR | 374,778 | $23.8M | 0.8% | $45.92 | +19.84% | 14 qtrssince 2019-Q4 | Decreased 0 |
Chevron Corp | 142,040 | $23.2M | 0.8% | $115.66 | +23.12% | 15 qtrssince 2019-Q3 | Increased 44 |
CME Group Inc | 110,557 | $21.2M | 0.7% | $167.78 | -0.22% | 18 qtrssince 2018-Q4 | Increased 41 |
Coinbase Global Inc | 312,567 | $21.1M | 0.7% | $130.25 | -48.12% | 8 qtrssince 2021-Q2 | Decreased 0 |
Facebook Inc | 98,372 | $20.8M | 0.7% | $234.37 | -10.43% | 18 qtrssince 2018-Q4 | Increased 46 |
Accenture PLC | 72,676 | $20.8M | 0.7% | $271.97 | -1.25% | 15 qtrssince 2019-Q3 | Decreased 0 |
International Business Machine | 153,232 | $20.1M | 0.7% | $107.44 | +8.49% | 18 qtrssince 2018-Q4 | Decreased 0 |
Tidal Investments LLC manages $3B across 1305 positions as of Q1 2023. Top holdings: VTI (4.6%), GLDM (4.2%), AAPL (3.1%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 2.5/5.0.
Active quarter - 310 new positions, 119 exits, 674 increased. Top move: TSLA (INCREASED, conviction 67). Portfolio: $3.0B across 1305 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR