Vident Advisory, LLC

data from 31/03/2026

Capitalization

$ 11.749 B

6.98%

Performance

$ 1.929 B

39.48%

Average holding period

7 years

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Vident Advisory, LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2026/03/31 NVDA NVIDIA CORPORATION 4.97% 584.128 M $ 3349355 2023/09/30 -21.118 M $ -6.49 %
2026/03/31 MSFT MICROSOFT CORP 2.58% 302.673 M $ 817660 2023/09/30 -82.919 M $ -23.46 %
2026/03/31 GOOGL ALPHABET INC 2.16% 253.779 M $ 882525 2023/09/30 -19.360 M $ -8.13 %
2026/03/31 AMZN AMAZON COM INC 2.09% 245.480 M $ 1178663 2023/09/30 -24.551 M $ -9.77 %
2026/03/31 AAPL APPLE INC 2.02% 237.274 M $ 934921 2023/09/30 -14.173 M $ -6.65 %
2026/03/31 PLTR PALANTIR TECHNOLOGIES INC 1.95% 228.766 M $ 1563893 2023/09/30 -41.471 M $ -17.70 %
2026/03/31 PANW PALO ALTO NETWORKS INC 1.71% 201.319 M $ 1255734 2023/09/30 -17.662 M $ -12.96 %
2026/03/31 CSCO CISCO SYS INC 1.64% 192.129 M $ 2476211 2023/09/30 1.302 M $ 0.73 %
2026/03/31 META META PLATFORMS INC 1.63% 191.373 M $ 334492 2023/09/30 -27.396 M $ -13.33 %
2026/03/31 TSLA TESLA INC 1.57% 183.985 M $ 494916 2023/09/30 -13.129 M $ -17.34 %
2026/03/31 AVGO BROADCOM INC 1.45% 170.666 M $ 551408 2023/09/30 -17.942 M $ -10.57 %
2026/03/31 CRWD CROWDSTRIKE HLDGS INC 1.44% 168.859 M $ 432516 2023/09/30 -28.160 M $ -16.71 %
2026/03/31 LMT LOCKHEED MARTIN CORP 1.38% 161.639 M $ 267442 2023/09/30 33.901 M $ 24.96 %
2026/03/31 TSM TAIWAN SEMICONDUCTOR MANUFAC 1.35% 158.515 M $ 469049 2023/09/30 16.751 M $ 11.21 %
2026/03/31 NOC NORTHROP GRUMMAN CORP 1.35% 158.097 M $ 231732 2023/09/30 25.269 M $ 19.65 %
2026/03/31 RTX RTX CORPORATION 1.34% 157.339 M $ 815648 2023/09/30 7.658 M $ 5.18 %
2026/03/31 GD GENERAL DYNAMICS CORP 1.21% 142.698 M $ 415762 2023/09/30 2.568 M $ 1.95 %
2026/03/31 V VISA INC 1.10% 129.224 M $ 427554 2023/09/30 -19.915 M $ -13.82 %
2026/03/31 LHX L3HARRIS TECHNOLOGIES INC 1.08% 126.535 M $ 366608 2023/09/30 18.595 M $ 17.57 %
2026/03/31 BRK-B BERKSHIRE HATHAWAY INC DEL 0.92% 107.571 M $ 224481 2023/09/30 -4.577 M $ -4.67 %
2026/03/31 FTNT FORTINET INC 0.91% 106.668 M $ 1305290 2023/09/30 3.248 M $ 2.91 %
2026/03/31 MA MASTERCARD INCORPORATED 0.89% 104.017 M $ 208176 2023/09/30 -13.240 M $ -12.48 %
2026/03/31 AMD ADVANCED MICRO DEVICES INC 0.74% 87.033 M $ 427826 2023/09/30 -3.969 M $ -5.01 %
2026/03/31 IEMG ISHARES INC 0.72% 85.038 M $ 1219185 2023/09/30 1.450 M $ 3.76 %
2026/03/31 MU MICRON TECHNOLOGY INC 0.72% 84.032 M $ 248734 2023/09/30 15.857 M $ 18.37 %
2026/03/31 IAUM ISHARES GOLD TR 0.67% 78.642 M $ 1683974 2025/06/30 6.351 M $ 8.63 %
2026/03/31 NFLX NETFLIX INC. 0.62% 73.081 M $ 760068 2023/09/30 1.749 M $ 2.55 %
2026/03/31 ORCL ORACLE CORP 0.61% 72.105 M $ 490146 2023/09/30 -18.474 M $ -24.52 %
2026/03/31 KKR KKR & CO INC 0.57% 67.541 M $ 730169 2023/09/30 -21.753 M $ -27.44 %
2026/03/31 GOOG ALPHABET INC 0.57% 66.881 M $ 233148 2023/09/30 -6.398 M $ -8.59 %
2026/03/31 RKLB ROCKET LAB CORP 0.53% 62.649 M $ 975542 2025/06/30 -4.632 M $ -7.94 %
2026/03/31 LLY ELI LILLY & CO 0.53% 62.148 M $ 67569 2023/09/30 -9.175 M $ -14.41 %
2026/03/31 INTC INTEL CORP 0.51% 60.236 M $ 1364967 2023/09/30 11.651 M $ 19.59 %
2026/03/31 TJX TJX COS INC NEW 0.51% 59.775 M $ 374295 2023/09/30 1.949 M $ 3.96 %
2026/03/31 EMXC ISHARES INC 0.50% 58.831 M $ 747915 2025/12/31 2.866 M $ 8.23 %
2026/03/31 WMT WALMART INC 0.50% 58.263 M $ 468806 2023/09/30 5.749 M $ 11.55 %
2026/03/31 CCJ CAMECO CORP 0.48% 56.481 M $ 520032 2023/09/30 8.761 M $ 18.71 %
2026/03/31 KLAC KLA CORP 0.47% 55.296 M $ 37554 2023/09/30 8.991 M $ 21.18 %
2026/03/31 GE GE AEROSPACE 0.44% 52.071 M $ 183496 2023/09/30 -4.087 M $ -7.88 %
2026/03/31 VUSE ETF SER SOLUTIONS 0.44% 51.687 M $ 822911 2023/09/30 -2.748 M $ -4.89 %
2026/03/31 SCHW SCHWAB CHARLES CORP 0.44% 51.672 M $ 549823 2023/09/30 -3.399 M $ -5.94 %
2026/03/31 INTU INTUIT 0.43% 50.229 M $ 116169 2023/09/30 -22.754 M $ -34.73 %
2026/03/31 CW CURTISS WRIGHT CORP 0.42% 49.258 M $ 72319 2023/12/31 9.424 M $ 23.55 %
2026/03/31 JPM JPMORGAN CHASE & CO 0.41% 48.170 M $ 163755 2023/09/30 -4.817 M $ -8.71 %
2026/03/31 BAC BANK AMERICA CORP 0.41% 47.887 M $ 982302 2023/09/30 -5.781 M $ -11.36 %
2026/03/31 APP APPLOVIN CORP 0.39% 46.226 M $ 116145 2023/09/30 -23.558 M $ -40.93 %
2026/03/31 XOM EXXON MOBIL CORP 0.39% 46.029 M $ 271298 2023/09/30 11.237 M $ 40.98 %
2026/03/31 CARR CARRIER GLOBAL CORPORATION 0.39% 45.704 M $ 811648 2023/09/30 2.840 M $ 6.57 %
2026/03/31 VGIT VANGUARD SCOTTSDALE FDS 0.38% 44.780 M $ 751966 2023/09/30 -227.097 K $ -0.63 %
2026/03/31 BKNG BOOKING HOLDINGS INC 0.37% 43.648 M $ 10367 2023/09/30 -49.706 M $ -96.86 %
2026/03/31 JNJ JOHNSON & JOHNSON 0.37% 43.471 M $ 177838 2023/09/30 6.480 M $ 18.12 %
2026/03/31 SU SUNCOR ENERGY INC NEW 0.36% 41.774 M $ 631888 2024/06/30 16.276 M $ 49.03 %
2026/03/31 UNH UNITEDHEALTH GROUP INC 0.36% 41.721 M $ 154186 2023/09/30 -8.418 M $ -18.03 %
2026/03/31 LDOS LEIDOS HOLDINGS INC 0.34% 40.397 M $ 259757 2023/09/30 -6.338 M $ -13.79 %
2026/03/31 ADI ANALOG DEVICES INC 0.34% 39.931 M $ 125512 2023/09/30 5.425 M $ 17.31 %
2026/03/31 COST COSTCO WHOLESALE CORPORATION 0.33% 39.290 M $ 39430 2023/09/30 4.664 M $ 15.55 %
2026/03/31 DHR DANAHER CORP DEL 0.33% 38.714 M $ 204187 2023/09/30 -7.368 M $ -17.18 %
2026/03/31 ABBV ABBVIE INC 0.33% 38.417 M $ 176635 2023/09/30 -1.664 M $ -4.81 %
2026/03/31 PGR PROGRESSIVE CORP 0.32% 38.168 M $ 192535 2023/09/30 -5.850 M $ -12.95 %
2026/03/31 SCHZ SCHWAB STRATEGIC TR 0.32% 37.968 M $ 1635135 2024/12/31 -132.886 K $ -0.64 %
2026/03/31 BWXT BWX TECHNOLOGIES INC 0.32% 37.125 M $ 181547 2024/06/30 5.663 M $ 18.31 %
2026/03/31 VEA VANGUARD TAX-MANAGED FDS 0.31% 36.966 M $ 576869 2023/09/30 427.087 K $ 2.58 %
2026/03/31 AKAM AKAMAI TECHNOLOGIES INC 0.31% 36.271 M $ 315816 2023/09/30 7.863 M $ 31.63 %
2026/03/31 URI UNITED RENTALS INC 0.31% 36.098 M $ 49546 2023/09/30 -3.660 M $ -9.98 %
2026/03/31 CAT CATERPILLAR INC 0.30% 35.785 M $ 50510 2023/09/30 6.888 M $ 23.67 %
2026/03/31 ELV ELEVANCE HEALTH INC FORMERLY 0.29% 34.390 M $ 117473 2023/09/30 -5.304 M $ -16.49 %
2026/03/31 EW EDWARDS LIFESCIENCES CORP 0.29% 33.545 M $ 418892 2023/09/30 -2.004 M $ -6.06 %
2026/03/31 CHKP CHECK POINT SOFTWARE TECH LT 0.28% 32.975 M $ 230840 2023/09/30 -10.323 M $ -23.02 %
2026/03/31 LRCX LAM RESEARCH CORP 0.28% 32.578 M $ 152477 2024/12/31 6.442 M $ 24.82 %
2026/03/31 MDLZ MONDELEZ INTL INC 0.27% 31.405 M $ 544844 2023/09/30 1.379 M $ 7.08 %
2026/03/31 CIFR CIPHER DIGITAL INC 0.26% 30.379 M $ 2360451 2023/09/30 -6.351 M $ -12.80 %
2026/03/31 AS AMER SPORTS INC 0.26% 30.131 M $ 915288 2024/12/31 -3.537 M $ -11.86 %
2026/03/31 HII HUNTINGTON INGALLS INDS INC 0.26% 30.051 M $ 79103 2023/12/31 3.051 M $ 11.71 %
2026/03/31 HD HOME DEPOT INC 0.25% 29.890 M $ 90881 2023/09/30 -1.126 M $ -4.42 %
2026/03/31 DDOG DATADOG INC 0.25% 29.848 M $ 252841 2023/09/30 -4.227 M $ -13.19 %
2026/03/31 VOO VANGUARD INDEX FDS 0.25% 29.575 M $ 49494 2023/09/30 -1.916 M $ -4.72 %
2026/03/31 FERG FERGUSON ENTERPRISES INC 0.25% 29.257 M $ 125426 2024/09/30 1.212 M $ 4.77 %
2026/03/31 ZS ZSCALER INC 0.25% 29.138 M $ 207698 2023/09/30 -16.760 M $ -37.63 %
2026/03/31 IREN IREN LIMITED 0.25% 28.894 M $ 842881 2023/09/30 -4.801 M $ -9.24 %
2026/03/31 ITOT ISHARES TR 0.24% 28.577 M $ 200636 2023/09/30 -1.140 M $ -4.21 %
2026/03/31 CRM SALESFORCE INC 0.23% 27.568 M $ 147685 2023/09/30 -9.268 M $ -29.53 %
2026/03/31 MRVL MARVELL TECHNOLOGY INC 0.23% 27.554 M $ 278187 2023/09/30 4.346 M $ 16.56 %
2026/03/31 FCNCA FIRST CTZNS BANCSHARES INC D 0.23% 27.181 M $ 14422 2023/12/31 -3.963 M $ -12.19 %
2026/03/31 AIG AMERICAN INTL GROUP INC 0.23% 26.972 M $ 358437 2023/09/30 -3.549 M $ -12.04 %
2026/03/31 VWO VANGUARD INTL EQUITY INDEX F 0.23% 26.595 M $ 492036 2023/09/30 52.720 K $ 0.54 %
2026/03/31 OKTA OKTA INC 0.23% 26.511 M $ 336816 2023/09/30 -2.559 M $ -8.97 %
2026/03/31 DNN DENISON MINES CORP 0.22% 26.355 M $ 7466059 2023/09/30 6.191 M $ 32.71 %
2026/03/31 ANET ARISTA NETWORKS INC 0.22% 26.065 M $ 212294 2024/12/31 -1.700 M $ -6.30 %
2026/03/31 IUSV ISHARES TR 0.22% 25.566 M $ 250032 2023/09/30 -69.470 K $ -0.28 %
2026/03/31 UUUU ENERGY FUELS INC 0.22% 25.457 M $ 1394926 2023/09/30 4.846 M $ 25.52 %
2026/03/31 NEM NEWMONT CORP 0.21% 25.172 M $ 232540 2023/09/30 1.176 M $ 8.41 %
2026/03/31 ADSK AUTODESK INC 0.21% 24.286 M $ 101447 2023/09/30 -6.307 M $ -19.12 %
2026/03/31 AVAV AEROVIRONMENT INC 0.21% 24.237 M $ 132406 2024/03/31 -4.915 M $ -24.33 %
2026/03/31 UBER UBER TECHNOLOGIES INC 0.20% 24.070 M $ 334637 2023/09/30 -5.901 M $ -11.97 %
2026/03/31 CACI CACI INTL INC 0.20% 24.048 M $ 44216 2023/09/30 489.526 K $ 2.08 %
2026/03/31 C CITIGROUP INC 0.20% 23.836 M $ 210172 2023/09/30 -541.757 K $ -2.81 %
2026/03/31 KTOS KRATOS DEFENSE & SEC SOLUTIO 0.20% 23.472 M $ 332896 2024/03/31 -1.737 M $ -7.11 %
2026/03/31 AMAT APPLIED MATLS INC 0.20% 23.229 M $ 67963 2023/09/30 5.474 M $ 33.00 %
2026/03/31 ADBE ADOBE INC 0.20% 22.909 M $ 94245 2023/09/30 -9.157 M $ -30.55 %
2026/03/31 LOW LOWES COS INC 0.19% 22.740 M $ 96241 2023/09/30 -431.538 K $ -2.02 %