Tidal Investments LLC
Institutional investor · Portfolio as of Q4 2018
Top Holdings92 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
VANGUARD TOTAL STOCK MARKET VIPERS | 45,973 | $5.9M | 4.5% | $113.57 | 0.00% | 1 qtr | New 75 |
FIRST TR EXCHANGE-TRADED FD | 85,337 | $5.1M | 3.9% | $48.14 | 0.00% | 1 qtr | New 75 |
TAIWAN SEMICONDUCTOR SPONSORED ADR /1 ADR REPS 5 ORD SHS/ | 121,052 | $4.5M | 3.4% | $31.77 | 0.00% | 1 qtr | New 74 |
INVESCO ACTIVELY MANAGED EXC | 74,184 | $3.7M | 2.9% | $39.42 | 0.00% | 1 qtr | New 69 |
ISHARES 1-3 YEAR TREASURY BO | 42,206 | $3.5M | 2.7% | $70.26 | 0.00% | 1 qtr | New 69 |
ISHARES TR | 33,046 | $3.5M | 2.7% | $85.39 | 0.00% | 1 qtr | New 69 |
BLOCK INC | 62,156 | $3.5M | 2.7% | $55.87 | 0.00% | 1 qtr | New 69 |
BED BATH & BEYOND INC | 255,714 | $3.5M | 2.7% | $14.28 | 0.00% | 1 qtr | New 69 |
INTL BUSINESS MACHINES CORP | 29,958 | $3.4M | 2.6% | $78.51 | 0.00% | 1 qtr | New 69 |
ALPHABET INC-CL A | 3,255 | $3.4M | 2.6% | $51.94 | 0.00% | 1 qtr | New 69 |
SSGA ACTIVE ETF TR | 82,832 | $3.3M | 2.6% | $32.09 | 0.00% | 1 qtr | New 69 |
SPDR GOLD TRUST | 27,209 | $3.3M | 2.5% | $121.06 | 0.00% | 1 qtr | New 68 |
MICROSOFT CORP | 30,950 | $3.1M | 2.4% | $93.93 | 0.00% | 1 qtr | New 68 |
ORACLE CORP | 69,402 | $3.1M | 2.4% | $40.29 | 0.00% | 1 qtr | New 68 |
GOLDMAN SACHS GROUP INC | 18,686 | $3.1M | 2.4% | $138.51 | 0.00% | 1 qtr | New 68 |
SAP SE-SPONSORED ADR | 31,256 | $3.1M | 2.4% | $88.77 | 0.00% | 1 qtr | New 68 |
VANGUARD FTSE DEVELOPED ETF | 79,845 | $3M | 2.3% | $29.81 | 0.00% | 1 qtr | New 68 |
INTEL CORP | 59,853 | $2.8M | 2.2% | $40.23 | 0.00% | 1 qtr | New 68 |
ISHARES MSCI EAFE ETF CL USD INC | 43,886 | $2.6M | 2.0% | $47.49 | 0.00% | 1 qtr | New 60 |
ISHARES 7-10 YEAR TREASURY B | 24,305 | $2.5M | 2.0% | $86.67 | 0.00% | 1 qtr | New 60 |
Tidal Investments LLC manages $129.8M across 92 positions as of Q4 2018. Top holdings: VTI (4.5%), FTSM (3.9%), TSM (3.4%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3/5.0.
Active quarter - 92 new positions, 0 exits, 0 increased. Top move: VTI (NEW, conviction 75). Portfolio: $130M across 92 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer