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 |
Portfolio Overview
Comprehensive analysis of Richard S. Fuld's investment portfolio
138
Total Holdings
$0.2B
Portfolio Value
Other
Top Sector
11
Sectors
Investment Strategy Insights
- • Richard S. Fuld maintains a diversified portfolio across 11 sectors
- • Top 5 holdings represent 37.1% of the portfolio
- • Largest position: VANGUARD INDEX FDS (VTV) at 10.4%
Trends by sector
Investment Adjustments from Previous Filing
Matrix Private Capital Group Holdings
| Symbol | Portfolio % | Total Value |
|---|---|---|
| VTV VANGUARD INDEX FDS | 10.37% | $17,345,768 |
| VUG VANGUARD INDEX FDS | 8.58% | $14,346,562 |
| IEFA ISHARES TR | 6.65% | $11,122,352 |
| IJH ISHARES TR | 5.99% | $10,009,166 |
| XETYX EATON VANCE TAX-MANAGED DIVE | 5.52% | $9,225,688 |
| IJR ISHARES TR | 4.97% | $8,304,017 |
| XLE SELECT SECTOR SPDR TR | 4.02% | $6,720,740 |
| VWO VANGUARD INTL EQUITY INDEX F | 3.36% | $5,618,702 |
| MLPA GLOBAL X FDS | 2.86% | $4,783,743 |
| CVX CHEVRON CORP NEW | 1.93% | $3,233,437 |
| IVW ISHARES TR | 1.87% | $3,126,700 |
| RQI COHEN & STEERS QUALITY INCOM | 1.82% | $3,039,273 |
| BKLN INVESCO EXCH TRADED FD TR II | 1.76% | $2,937,700 |
| AAPL APPLE INC | 1.75% | $2,920,488 |
| IWV ISHARES TR | 1.64% | $2,749,797 |
| NVDA NVIDIA CORPORATION | 1.46% | $2,437,728 |
| PM PHILIP MORRIS INTL INC | 1.45% | $2,431,615 |
| JPM JPMORGAN CHASE & CO. | 1.43% | $2,397,807 |
| EFA ISHARES TR | 1.42% | $2,378,098 |
| PFF ISHARES TR | 1.41% | $2,354,840 |
| IWF ISHARES TR | 1.08% | $1,809,951 |
| DSL DOUBLELINE INCOME SOLUTIONS | 0.98% | $1,635,898 |
| BX BLACKSTONE INC | 0.96% | $1,612,287 |
| AMZN AMAZON COM INC | 0.93% | $1,552,650 |
| IWR ISHARES TR | 0.90% | $1,508,716 |
| UTF COHEN & STEERS INFRASTRUCTUR | 0.82% | $1,371,224 |
| AVGO BROADCOM INC | 0.80% | $1,339,775 |
| IBIT ISHARES BITCOIN TRUST ETF | 0.79% | $1,314,191 |
| BINC BLACKROCK ETF TRUST II | 0.73% | $1,212,597 |
| MSFT MICROSOFT CORP | 0.71% | $1,187,359 |
| IBM INTERNATIONAL BUSINESS MACHS | 0.66% | $1,098,331 |
| IWM ISHARES TR | 0.63% | $1,056,100 |
| VNQ VANGUARD INDEX FDS | 0.61% | $1,014,388 |
| DSU BLACKROCK DEBT STRATEGIES FD | 0.59% | $991,943 |
| HQH ABRDN HEALTHCARE INVESTORS | 0.55% | $924,180 |
| RWO SPDR INDEX SHS FDS | 0.54% | $909,238 |
| VO VANGUARD INDEX FDS | 0.52% | $872,584 |
| IVE ISHARES TR | 0.50% | $840,267 |
| BRK-B BERKSHIRE HATHAWAY INC DEL | 0.49% | $827,255 |
| BRK-A BERKSHIRE HATHAWAY INC DEL | 0.48% | $798,442 |
| GBTC GRAYSCALE BITCOIN TRUST ETF | 0.46% | $768,028 |
| GOOGL ALPHABET INC | 0.44% | $730,312 |
| MRK MERCK & CO INC | 0.43% | $727,368 |
| VB VANGUARD INDEX FDS | 0.43% | $719,135 |
| VHT VANGUARD WORLD FD | 0.42% | $707,882 |
| FPE FIRST TR EXCH TRADED FD III | 0.39% | $658,605 |
| TSM TAIWAN SEMICONDUCTOR MFG LTD | 0.36% | $600,290 |
| V VISA INC | 0.35% | $577,791 |
| FICO FAIR ISAAC CORP | 0.34% | $568,617 |
| IVV ISHARES TR | 0.34% | $563,684 |
| ALL ALLSTATE CORP | 0.32% | $534,740 |
| EMR EMERSON ELEC CO | 0.30% | $508,103 |
| ORI OLD REP INTL CORP | 0.30% | $499,114 |
| EMLP FIRST TR EXCHANGE-TRADED FD | 0.29% | $489,469 |
| EPD ENTERPRISE PRODS PARTNERS L | 0.29% | $486,768 |
| MMM 3M CO | 0.28% | $471,421 |
| SDY SPDR SER TR | 0.28% | $468,232 |
| CVS CVS HEALTH CORP | 0.28% | $465,307 |
| WRB BERKLEY W R CORP | 0.27% | $458,270 |
| OKE ONEOK INC NEW | 0.27% | $451,815 |