Eddie Patel Inc 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
EP Eddie Patel Inc | Institutional Filer | ▼ 3.00% | $130.2M | 95 |
Current Portfolio Holdings
Showing all 95 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | XLE | Energy Select Sector SPDR Fund | — | 152K | $9.3M | 7.17% |
| 2 | XLU | Utilities Select Sector SPDR Fund | — | 140K | $6.4M | 4.95% |
| 3 | QQQM | INVESCO EXCH TRADED FD TR II | — | 25K | $5.9M | 4.52% |
| 4 | QQQ | Invesco QQQ Trust | — | 10K | $5.6M | 4.29% |
| 5 | ANGL | VANECK ETF TRUST | — | 183K | $5.3M | 4.04% |
| 6 | GLD | SPDR GOLD TR | — | 12K | $5.0M | 3.87% |
| 7 | SGOV | ISHARES TR | — | 42K | $4.2M | 3.24% |
| 8 | QQQI | NEOS ETF TRUST | — | 84K | $4.2M | 3.22% |
| 9 | BLV | VANGUARD BD INDEX FDS | — | 57K | $3.9M | 3.00% |
| 10 | MU | Micron Technology, Inc. | Technology | 9K | $2.9M | 2.24% |
| 11 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 14K | $2.8M | 2.18% |
| 12 | NVDA | NVIDIA Corporation | Technology | 16K | $2.8M | 2.15% |
| 13 | AGX | Argan, Inc. | Industrials | 5K | $2.7M | 2.11% |
| 14 | CLS | Celestica Inc. | Technology | 8K | $2.2M | 1.67% |
| 15 | APP | AppLovin Corporation | Technology | 5K | $2.2M | 1.66% |
Showing 1 to 15 of 95 holdings