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 |
|---|---|---|
| CI THE CIGNA GROUP | 0.27% | $447,221 |
| MPLX MPLX LP | 0.26% | $428,160 |
| VGT VANGUARD WORLD FD | 0.25% | $418,717 |
| GOOG ALPHABET INC | 0.25% | $417,707 |
| UTG REAVES UTIL INCOME FD | 0.24% | $395,361 |
| WFC WELLS FARGO CO NEW | 0.23% | $379,195 |
| DBC INVESCO DB COMMDY INDX TRCK | 0.23% | $378,225 |
| ET ENERGY TRANSFER L P | 0.22% | $372,599 |
| VZ VERIZON COMMUNICATIONS INC | 0.21% | $359,070 |
| ABBV ABBVIE INC | 0.21% | $348,292 |
| DIS DISNEY WALT CO | 0.20% | $341,453 |
| TSCO TRACTOR SUPPLY CO | 0.20% | $331,151 |
| EEM ISHARES TR | 0.19% | $320,059 |
| CSL CARLISLE COS INC | 0.19% | $313,374 |
| FITB FIFTH THIRD BANCORP | 0.19% | $310,005 |
| IWD ISHARES TR | 0.18% | $305,847 |
| NFLX NETFLIX INC | 0.18% | $300,586 |
| CPRT COPART INC | 0.17% | $292,475 |
| INDA ISHARES TR | 0.17% | $284,376 |
| DUK DUKE ENERGY CORP NEW | 0.16% | $272,888 |
| MAR MARRIOTT INTL INC NEW | 0.16% | $268,690 |
| ECC EAGLE POINT CREDIT COMPANY I | 0.16% | $264,060 |
| PLTR PALANTIR TECHNOLOGIES INC | 0.15% | $253,200 |
| UNH UNITEDHEALTH GROUP INC | 0.15% | $251,225 |
| PFFA ETFIS SER TR I | 0.15% | $250,278 |
| IGF ISHARES TR | 0.15% | $250,225 |
| CDW CDW CORP | 0.15% | $242,634 |
| LMT LOCKHEED MARTIN CORP | 0.14% | $241,670 |
| BAC BANK AMERICA CORP | 0.14% | $237,638 |
| VYM VANGUARD WHITEHALL FDS | 0.14% | $229,936 |
| PFE PFIZER INC | 0.13% | $224,082 |
| IEMG ISHARES INC | 0.13% | $216,905 |
| MANH MANHATTAN ASSOCIATES INC | 0.13% | $216,762 |
| EFG ISHARES TR | 0.13% | $216,000 |
| BKNG BOOKING HOLDINGS INC | 0.13% | $210,379 |
| HCA HCA HEALTHCARE INC | 0.12% | $203,529 |
| CWI SPDR INDEX SHS FDS | 0.12% | $201,144 |
| IMCB ISHARES TR | 0.12% | $200,403 |
| XEXGX EATON VANCE TAX-MANAGED GLOB | 0.11% | $190,224 |
| DSI ISHARES TR | 0.10% | $173,073 |
| AGG ISHARES TR | 0.10% | $170,439 |
| VOT VANGUARD INDEX FDS | 0.09% | $147,819 |
| DVY ISHARES TR | 0.09% | $146,779 |
| VRIG INVESCO ACTIVELY MANAGED EXC | 0.09% | $145,464 |
| PSLV SPROTT PHYSICAL SILVER TR | 0.07% | $116,000 |
| VOE VANGUARD INDEX FDS | 0.07% | $110,634 |
| IWP ISHARES TR | 0.06% | $105,741 |
| SOXX ISHARES TR | 0.06% | $99,730 |
| BRDG BRIDGE INVT GROUP HLDGS INC | 0.06% | $97,237 |
| IYE ISHARES TR | 0.06% | $93,177 |
| XLV SELECT SECTOR SPDR TR | 0.05% | $91,840 |
| EFV ISHARES TR | 0.05% | $77,919 |
| GSY INVESCO ACTIVELY MANAGED EXC | 0.04% | $68,664 |
| XLK SELECT SECTOR SPDR TR | 0.04% | $65,661 |
| BTG B2GOLD CORP | 0.04% | $62,399 |
| LAC LITHIUM AMERS CORP NEW | 0.03% | $51,718 |
| IBB ISHARES TR | 0.03% | $51,160 |
| IUSG ISHARES TR | 0.03% | $50,832 |
| QYLD GLOBAL X FDS | 0.03% | $43,238 |
| ISCB ISHARES TR | 0.03% | $42,907 |