SW
| |
Select Wireless Portfolio | FWRLXMutual Fund | |
| Select Wireless Portfolio | |
| Last update 2025-06-16 | 48 Stocks (6 new) |
| Value $322.00 Mil | Turnover 6 % |
Select Wireless Portfolio Top Holdings of 2025-02-28
View Full List
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 222,520 | 53,814.2 | -14.49% | 16.730 | -2.70% | 0.000 | -6.15% | -16.26% | 3,124,574.8 | Hardware | |
VZ | Verizon Communications Inc | 862,301 | 37,165.2 | +1.39% | 11.550 | +0.16% | 0.020 | -2.50% | +12.60% | 183,596.8 | Telecommunication Services | |
AMT | American Tower Corp | 129,592 | 26,646.7 | -0.23% | 8.280 | -0.02% | 0.030 | +3.17% | +23.43% | 104,294.6 | REITs | |
MRVL | Marvell Technology Inc | 239,000 | 21,945.0 | -11.15% | 6.820 | -0.84% | 0.030 | +22.25% | -30.60% | 65,979.9 | Semiconductors | |
TMUS | T-Mobile US Inc | 80,116 | 21,606.5 | +1.52% | 6.720 | +0.10% | 0.010 | -9.75% | +10.17% | 274,175.5 | Telecommunication Services | |
T | AT&T Inc | 606,000 | 16,610.5 | -8.58% | 5.160 | -0.40% | 0.010 | +2.84% | +30.26% | 208,540.1 | Telecommunication Services | |
MSI | Motorola Solutions Inc | 37,168 | 16,362.1 | +9.42% | 5.090 | +0.44% | 0.020 | -3.56% | -8.79% | 69,997.8 | Hardware | |
QCOM | Qualcomm Inc | 94,350 | 14,829.0 | +1.40% | 4.610 | +0.06% | 0.010 | +4.16% | +4.33% | 173,989.1 | Semiconductors | |
USM | United States Cellular Corp | 134,500 | 8,820.5 | -21.89% | 2.740 | -0.72% | 0.160 | -7.88% | +2.39% | 5,460.6 | Telecommunication Services | |
NXPI | NXP Semiconductors NV | 34,500 | 7,437.9 | +31.18% | 2.310 | +0.55% | 0.010 | +15.05% | +5.69% | 54,966.9 | Semiconductors |
Select Wireless Portfolio's Historical Top Holdings Breakdowns
Select Wireless Portfolio's Top Stock Picks
View Full List
| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 2025-02-28 | Reduce Reduce | -2.70% | 222.64 ($240.93) 259.02 | $209.20 | -13.17% | Reduce -14.49% | 222,520 | -37,700 | |
APP | AppLovin Corp | 2025-02-28 | Reduce Reduce | -1.09% | 313.07 ($361.43) 510.13 | $341.88 | -5.41% | Reduce -66.67% | 5,400 | -10,800 | |
LSE:BT.A | BT Group PLC | 2025-02-28 | New Buy New Buy | +0.88% | 1.38 (£1.48) 1.61 | £1.94 | 30.91% | New holding | 1,415,100 | 1,415,100 | |
MRVL | Marvell Technology Inc | 2025-02-28 | Reduce Reduce | -0.84% | 87.65 ($110.73) 126.06 | $76.53 | -30.89% | Reduce -11.15% | 239,000 | -30,000 | |
TSX:T | TELUS Corp | 2025-02-28 | New Buy New Buy | +0.78% | 19.31 (C$20.8) 22.49 | C$21.87 | 5.14% | New holding | 162,000 | 162,000 | |
TSX:RCI.B | Rogers Communications Inc | 2025-02-28 | Reduce Reduce | -0.72% | 38.51 (C$43) 50.7 | C$40.39 | -6.07% | Reduce -32.03% | 142,400 | -67,100 | |
USM | United States Cellular Corp | 2025-02-28 | Reduce Reduce | -0.72% | 60.26 ($63.44) 68.07 | $64.41 | 1.53% | Reduce -21.89% | 134,500 | -37,700 | |
GOOGL | Alphabet Inc | 2025-02-28 | New Buy New Buy | +0.64% | 168.5 ($188.53) 206.38 | $174.70 | -7.34% | New holding | 12,100 | 12,100 | |
NOK | Nokia Oyj | 2025-02-28 | Add Add | +0.62% | 4.17 ($4.59) 5.01 | $5.17 | 12.75% | Add 49.28% | 1,266,900 | 418,200 | |
NXPI | NXP Semiconductors NV | 2025-02-28 | Add Add | +0.55% | 202.4 ($217.06) 245.86 | $218.21 | 0.53% | Add 31.18% | 34,500 | 8,200 |
Select Wireless Portfolio Total Holding History ($B)
Select Wireless Portfolio's Asset Allocation
Select Wireless Portfolio Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
- 1
Select Wireless Portfolio's Hypothetical Growth since 2025-02-28
Select Wireless Portfolio's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Select Wireless Portfolio's Holdings Heat Map
Size field:
Select Wireless Portfolio's Holdings Bubble Chart
Select Wireless Portfolio News
- 1
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers