Tidal Investments LLC
Institutional investor · Portfolio as of Q3 2024
Top Holdings1,823 positions
iShares Core S&P 500 ETF | 603,983 | $348.4M | 3.7% | $525.18 | +7.18% | 7 qtrssince 2023-Q1 | Increased 68 |
NVIDIA Corp | 2.8M | $337.1M | 3.6% | $76.11 | +59.12% | 24 qtrssince 2018-Q4 | Increased 63 |
Microsoft Corp | 626,659 | $269.7M | 2.9% | $343.85 | +23.20% | 24 qtrssince 2018-Q4 | Increased 69 |
Apple Inc | 958,897 | $223.4M | 2.4% | $168.16 | +37.41% | 24 qtrssince 2018-Q4 | Increased 60 |
VANGUARD TOTAL STOCK MARKET ETF | 715,911 | $202.7M | 2.1% | $218.30 | +26.65% | 24 qtrssince 2018-Q4 | Increased 60 |
Amazon.com Inc | 1M | $188.5M | 2.0% | $158.45 | +17.60% | 21 qtrssince 2019-Q3 | Increased 54 |
Facebook Inc | 248,788 | $142.4M | 1.5% | $394.05 | +44.33% | 24 qtrssince 2018-Q4 | Increased 61 |
Alphabet Inc | 767,113 | $127.2M | 1.3% | $136.94 | +20.27% | 24 qtrssince 2018-Q4 | Increased 69 |
Amplify ETF Trust Amplify U.S. | 72.6M | $111.1M | 1.2% | $1.57 | -5.25% | 2 qtrssince 2024-Q2 | Increased 52 |
iShares Core U.S. Aggregate Bond ETF | 1M | $104.4M | 1.1% | $91.79 | +2.36% | 7 qtrssince 2023-Q1 | Increased 76 |
NVIDIA Corp | 135,021 | $91.3M | 1.0% | — | — | — | Increased — |
Pan American Silver Corp | 4.2M | $88.6M | 0.9% | $15.11 | +35.05% | 7 qtrssince 2023-Q1 | Decreased 0 |
Tesla Inc | 31,065 | $88.1M | 0.9% | — | — | — | Decreased — |
Coeur Mining Inc | 12M | $82.6M | 0.9% | $3.93 | +74.75% | 3 qtrssince 2024-Q1 | Decreased 0 |
SPDR Gold MiniShares Trust | 1.6M | $81M | 0.9% | $38.90 | +34.03% | 11 qtrssince 2022-Q1 | Increased 42 |
HARMONY GOLD MINING CO LTD | 7.9M | $80.2M | 0.8% | $7.72 | +118.60% | 3 qtrssince 2024-Q1 | Decreased 0 |
VANGUARD STAR FDS | 1.2M | $77.4M | 0.8% | $57.00 | +7.22% | 4 qtrssince 2023-Q4 | Increased 53 |
MicroStrategy Inc | 443,726 | $74.8M | 0.8% | $97.38 | +73.13% | 16 qtrssince 2020-Q4 | Increased 67 |
Broadcom Inc | 386,644 | $66.7M | 0.7% | $82.33 | +105.95% | 16 qtrssince 2020-Q4 | Increased 67 |
MicroStrategy Inc | 66,980 | $59.4M | 0.6% | — | — | — | Increased — |
Tidal Investments LLC manages $9.5B across 1823 positions as of Q3 2024. Top holdings: IVV (3.7%), NVDA (3.6%), MSFT (2.9%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 2.5/5.0.
Active quarter - 213 new positions, 200 exits, 965 increased. Top move: AGG (INCREASED, conviction 76). Portfolio: $9.5B across 1823 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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Top Losers
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
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