Tidal Investments LLC
Institutional investor · Portfolio as of Q4 2024
Top Holdings1,846 positions
NVIDIA Corp | 3.2M | $424.2M | 3.3% | $83.13 | +61.12% | 25 qtrssince 2018-Q4 | Increased 65 |
iShares Core S&P 500 ETF | 686,748 | $404.3M | 3.2% | $531.36 | +8.49% | 8 qtrssince 2023-Q1 | Increased 65 |
Microsoft Corp | 856,336 | $360.9M | 2.8% | $363.14 | +14.49% | 25 qtrssince 2018-Q4 | Increased 70 |
Apple Inc | 1.3M | $327.7M | 2.6% | $189.66 | +31.09% | 25 qtrssince 2018-Q4 | Increased 69 |
Amazon.com Inc | 1.1M | $248.7M | 2.0% | $165.00 | +32.96% | 22 qtrssince 2019-Q3 | Increased 54 |
Facebook Inc | 361,166 | $211.5M | 1.7% | $452.59 | +28.63% | 25 qtrssince 2018-Q4 | Increased 65 |
VANGUARD TOTAL STOCK MARKET ETF | 696,918 | $202M | 1.6% | $218.30 | +30.04% | 25 qtrssince 2018-Q4 | Decreased 0 |
Alphabet Inc | 985,572 | $186.6M | 1.5% | $148.30 | +26.90% | 25 qtrssince 2018-Q4 | Increased 60 |
MicroStrategy Inc | 102,780 | $174.4M | 1.4% | — | — | — | Increased — |
Tesla Inc | 317,920 | $128.4M | 1.0% | $273.09 | +47.88% | 21 qtrssince 2019-Q4 | Increased 63 |
Broadcom Inc | 552,981 | $128.2M | 1.0% | $126.30 | +80.92% | 17 qtrssince 2020-Q4 | Increased 64 |
MicroStrategy Inc | 330,963 | $95.9M | 0.8% | $97.38 | +197.41% | 17 qtrssince 2020-Q4 | Decreased 0 |
iShares Core U.S. Aggregate Bond ETF | 986,189 | $95.6M | 0.8% | $91.79 | -0.82% | 8 qtrssince 2023-Q1 | Decreased 0 |
NVIDIA Corp | 216,566 | $95M | 0.7% | — | — | — | Increased — |
Hecla Mining Co | 15.9M | $78M | 0.6% | $4.83 | +1.27% | 4 qtrssince 2024-Q1 | Increased 68 |
VANGUARD STAR FDS | 1.3M | $77.9M | 0.6% | $56.96 | -0.66% | 5 qtrssince 2023-Q4 | Increased 46 |
Coeur Mining Inc | 13.3M | $76.3M | 0.6% | $4.11 | +39.00% | 4 qtrssince 2024-Q1 | Increased 47 |
First Majestic Silver Corp | 13.6M | $74.6M | 0.6% | $5.63 | -2.93% | 11 qtrssince 2022-Q2 | Increased 67 |
TIDAL TR II | 3.8M | $73.2M | 0.6% | $8.38 | +6.56% | 4 qtrssince 2024-Q1 | Increased 67 |
TIDAL TR II | 4M | $72.2M | 0.6% | $8.92 | +12.75% | 4 qtrssince 2024-Q1 | Increased 67 |
Tidal Investments LLC manages $12.7B across 1846 positions as of Q4 2024. Top holdings: NVDA (3.3%), IVV (3.2%), MSFT (2.8%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 2.5/5.0.
Active quarter - 191 new positions, 214 exits, 833 increased. Top move: MSFT (INCREASED, conviction 70). Portfolio: $12.7B across 1846 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