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FIIG ESG STOCK PLAN FOR RETIREMENT | QDVSX

Mutual Fund
FIIG ESG STOCK PLAN FOR RETIREMENT
Last update 2025-01-29 94 Stocks (1 new)
Value $- Turnover 0 %
Countries:
Top Holdings: NVDA(6.96%)AAPL(4.35%)MSFT(3.95%)TSM(3.20%)LLY(3.18%)
Summary Stock Picks Current Portfolio
FIIG ESG STOCK PLAN FOR RETIRE... Top Holdings of 2024-11-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
NVDA 		NVIDIA Corp
151
20.9
0%
6.960
0%
0.000
+9.98%
+2.31%
3,350,362.6
Semiconductors
AAPL 		Apple Inc
55
13.1
0%
4.350
0%
0.000
-16.49%
-19.26%
3,012,556.1
Hardware
MSFT 		Microsoft Corp
28
11.9
0%
3.950
0%
0.000
+16.58%
+10.02%
3,433,612.3
Software
TSM 		Taiwan Semiconductor Manufacturing Co Ltd
52
9.6
0%
3.200
0%
0.000
+8.34%
-0.96%
1,010,541.6
Semiconductors
LLY 		Eli Lilly and Co
12
9.5
0%
3.180
0%
0.000
-18.68%
-2.86%
670,716.3
Drug Manufacturers
GOOGL 		Alphabet Inc
49
8.3
0%
2.760
0%
0.000
-0.62%
-10.61%
2,058,452.1
Interactive Media
AMZN 		Amazon.com Inc
39
8.1
0%
2.700
0%
0.000
-2.65%
-5.81%
2,193,869.2
Retail - Cyclical
LII 		Lennox International Inc
9
6.0
0%
2.000
0%
0.000
-8.00%
-9.25%
19,579.8
Construction
TOL 		Toll Brothers Inc
36
6.0
0%
1.980
0%
0.000
-7.21%
-17.60%
10,143.1
Homebuilding & Construction
ISRG 		Intuitive Surgical Inc
9
4.9
0%
1.630
0%
0.000
-3.47%
+6.00%
198,309.2
Medical Devices & Instruments

FIIG ESG STOCK PLAN FOR RETIREMENT's Historical Top Holdings Breakdowns

FIIG ESG STOCK PLAN FOR RETIREMENT's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
HKSE:02318 		Ping An Insurance (Group) Co. of China Ltd2024-11-30New Buy
+0.18%
●
34.4 (HK$45.3) 59.7
HK$46.35
2.32%
New holding
94
94
NVDA 		NVIDIA Corp2024-08-31Reduce
-1.79%
●
98.91 ($121.05) 135.58
$137.38
13.49%
Reduce -28.1%
151
-59
LSE:BP. 		BP PLC2024-08-31New Buy
+1.30%
●
4.26 (£4.55) 4.9
£3.63
-20.20%
New holding
675
675
CHIX:BPl 		BP PLC2024-08-31Sold Out
-1.07%
●
4.26 (£4.55) 4.89
£3.63
-20.22%
Sold Out
0
-479
CL 		Colgate-Palmolive Co2024-08-31New Buy
+1.05%
●
92.47 ($98.97) 106.5
$91.93
-7.11%
New holding
29
29
ALV 		Autoliv Inc2024-08-31Sold Out
-0.93%
●
94.64 ($105.13) 126.89
$101.31
-3.63%
Sold Out
0
-21
CHIX:ANTOl 		Antofagasta PLC2024-08-31Sold Out
-0.92%
●
18.05 (£20.08) 22.28
£18.11
-9.84%
Sold Out
0
-105
GM 		General Motors Co2024-08-31Sold Out
-0.91%
●
39.95 ($46.27) 49.9
$47.69
3.07%
Sold Out
0
-58
LSE:ANTO 		Antofagasta PLC2024-08-31New Buy
+0.87%
●
17.97 (£20.08) 22.25
£18.05
-10.11%
New holding
105
105
TSM 		Taiwan Semiconductor Manufacturing Co Ltd2024-08-31Reduce
-0.74%
●
147.95 ($169.94) 191.05
$194.84
14.65%
Reduce -22.39%
52
-15

FIIG ESG STOCK PLAN FOR RETIREMENT Total Holding History ($B)

To

FIIG ESG STOCK PLAN FOR RETIREMENT's Asset Allocation

To

FIIG ESG STOCK PLAN FOR RETIREMENT Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

FIIG ESG STOCK PLAN FOR RETIREMENT's Hypothetical Growth since 2024-11-30

FIIG ESG STOCK PLAN FOR RETIREMENT's Yearly Returns

Year Portfolio % % Excess Gain %

FIIG ESG STOCK PLAN FOR RETIREMENT's Holdings Heat Map

Size field:

FIIG ESG STOCK PLAN FOR RETIREMENT's Holdings Bubble Chart

FIIG ESG STOCK PLAN FOR RETIREMENT News

  • 1

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