XLV

Health Care Select Sector

Latest period2024 - Q4Total superinvestors289

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 289 superinvestors own shares of Health Care Select Sector (XLV), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Health Care Select Sector (XLV), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Health Care Select Sector (XLV) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Health Care Select Sector (XLV) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Frank Anastasi@Neville Rodie & Shaw Inc
Recent Activity
Exited
0%
$672,000
4,364 shares@ 153.99 avg price
Andrew Davies@Davies Financial Advisors, Inc.
Recent Activity
Exited
0%
$581,121
3,773 shares@ 154.03 avg price
Keith Greenwald@Aprio Wealth Management, Llc
Recent Activity
Exited
0%
$541,629
3,517 shares@ 154.01 avg price
Faith Charles@Moller Wealth Partners
Recent Activity
Exited
0%
$504,030
3,273 shares@ 154.0 avg price
Dawn Thomason@Usa Financial Formulas
Recent Activity
Exited
0%
$450,817
2,927 shares@ 154.03 avg price
Evan Shorten@Paragon Financial Partners, Inc.
Recent Activity
Exited
0%
$420,483
2,730 shares@ 154.03 avg price
LORRAINE E. HAVERLEY@Peak Financial Advisors Llc
Recent Activity
Exited
0%
$355,478
2,308 shares@ 154.02 avg price
Doug Moe@Teamwork Financial Advisors, Llc
Recent Activity
Exited
0%
$328,559
2,133 shares@ 154.04 avg price
Wayne Bell-Warren@Gainplan Llc
Recent Activity
Exited
0%
$296,018
2,031 shares@ 145.75 avg price
travis weaver@Weaver Consulting Group
Recent Activity
Exited
0%
$267,841
1,739 shares@ 154.03 avg price