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 |
|---|---|---|
| IDU ISHARES TR | 0.02% | $40,568 |
| VBK VANGUARD INDEX FDS | 0.02% | $36,507 |
| VBR VANGUARD INDEX FDS | 0.02% | $35,395 |
| VXF VANGUARD INDEX FDS | 0.02% | $34,452 |
| VOO VANGUARD INDEX FDS | 0.02% | $33,404 |
| IOO ISHARES TR | 0.02% | $28,406 |
| IGM ISHARES TR | 0.02% | $27,201 |
| MUB ISHARES TR | 0.02% | $26,360 |
| VDE VANGUARD WORLD FD | 0.01% | $23,837 |
| RWR SPDR SER TR | 0.01% | $19,824 |
| IJT ISHARES TR | 0.01% | $19,671 |
| XLF SELECT SECTOR SPDR TR | 0.01% | $19,426 |
| ITA ISHARES TR | 0.01% | $15,310 |
| IWS ISHARES TR | 0.01% | $15,116 |
| IJK ISHARES TR | 0.01% | $13,325 |
| ICLN ISHARES TR | 0.00% | $5,139 |
| HYG ISHARES TR | 0.00% | $4,576 |
| BOTZ GLOBAL X FDS | 0.00% | $2,277 |