Richard S. Fuld - Matrix Private Capital Group Portfolio
| Period Date | Mar 31, 2025 | |
| Filing Date | May 15, 2025 | |
| Total Stocks | 139 | |
| Portfolio Value | $167.23M |
Matrix Private Capital Group Activity
| Date | Symbol | Type | Quantity |
|---|---|---|---|
Q2 2025Jun 30, 2025 | MSFT Microsoft Corporation | Sell - Position Exit | -3,163-100.0% |
Q2 2025Jun 30, 2025 | MMM 3M Company | Sell - Position Exit | -3,210-100.0% |
Q2 2025Jun 30, 2025 | VB Vanguard Small-Cap ETF | Sell - Position Exit | -3,243-100.0% |
Q2 2025Jun 30, 2025 | VO Vanguard Mid-Cap ETF | Sell - Position Exit | -3,374-100.0% |
Q2 2025Jun 30, 2025 | SDY SPDR S&P Dividend ETF | Sell - Position Exit | -3,451-100.0% |
Q2 2025Jun 30, 2025 | DIS Walt Disney Company (The) | Sell - Position Exit | -3,459-100.0% |
Q2 2025Jun 30, 2025 | TSM Taiwan Semiconductor Manufactur | Sell - Position Exit | -3,602-100.0% |
Q2 2025Jun 30, 2025 | IEMG iShares Core MSCI Emerging Mark | Sell - Position Exit | -4,019-100.0% |
Q2 2025Jun 30, 2025 | IVE iShares S&P 500 Value ETF | Sell - Position Exit | -4,409-100.0% |
Q2 2025Jun 30, 2025 | IBM International Business Machines | Sell - Position Exit | -4,417-100.0% |
Q2 2025Jun 30, 2025 | OKE ONEOK, Inc. | Sell - Position Exit | -4,554-100.0% |
Q2 2025Jun 30, 2025 | IGF iShares Global Infrastructure E | Sell - Position Exit | -4,577-100.0% |
Q2 2025Jun 30, 2025 | EMR Emerson Electric Company | Sell - Position Exit | -4,634-100.0% |
Q2 2025Jun 30, 2025 | GOOGL Alphabet Inc. | Sell - Position Exit | -4,723-100.0% |
Q2 2025Jun 30, 2025 | IWF iShares Russell 1000 Growth ETF | Sell - Position Exit | -5,012-100.0% |
Q2 2025Jun 30, 2025 | CPRT Copart, Inc. | Sell - Position Exit | -5,168-100.0% |
Q2 2025Jun 30, 2025 | WFC Wells Fargo & Company | Sell - Position Exit | -5,282-100.0% |
Q2 2025Jun 30, 2025 | IWM iShares Russell 2000 ETF | Sell - Position Exit | -5,294-100.0% |
Q2 2025Jun 30, 2025 | INDA Ishares MSCI India ETF | Sell - Position Exit | -5,524-100.0% |
Q2 2025Jun 30, 2025 | BAC Bank of America Corporation | Sell - Position Exit | -5,695-100.0% |
Q2 2025Jun 30, 2025 | VRIG Invesco Variable Rate Investmen | Sell - Position Exit | -5,800-100.0% |
Q2 2025Jun 30, 2025 | TSCO Tractor Supply Company | Sell - Position Exit | -6,010-100.0% |
Q2 2025Jun 30, 2025 | WRB W.R. Berkley Corporation | Sell - Position Exit | -6,440-100.0% |
Q2 2025Jun 30, 2025 | CWI SPDR MSCI ACWI ex-US ETF | Sell - Position Exit | -6,800-100.0% |
Q2 2025Jun 30, 2025 | CVS CVS Health Corporation | Sell - Position Exit | -6,868-100.0% |
Q2 2025Jun 30, 2025 | EEM iShares MSCI Emerging Index Fun | Sell - Position Exit | -7,324-100.0% |
Q2 2025Jun 30, 2025 | FITB Fifth Third Bancorp | Sell - Position Exit | -7,834-100.0% |
Q2 2025Jun 30, 2025 | VZ Verizon Communications Inc. | Sell - Position Exit | -7,916-100.0% |
Q2 2025Jun 30, 2025 | MPLX MPLX LP | Sell - Position Exit | -8,000-100.0% |
Q2 2025Jun 30, 2025 | AVGO Broadcom Inc. | Sell - Position Exit | -8,002-100.0% |