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
Robert Kernan@Northstar Advisory Group, Llc
Recent Activity
Decreased -60%
0.95%
$1.856M
13,488 shares@ 137.57 avg price
Michael Schremser@Tsfg, Llc
Recent Activity
Decreased -1.59%
0.39%
$1.851M
13,459 shares@ 137.53 avg price
Theresa Fanning@Clarus Wealth Advisors
Recent Activity
Decreased -11.08%
0.94%
$1.886M
13,330 shares@ 141.47 avg price
Jeremiah Winters@Founders Grove Wealth Partners, Llc
Recent Activity
New Position
0.52%
$1.778M
12,921 shares@ 137.58 avg price
Debbie Hall@Future Financial Wealth Managment Llc
Recent Activity
Increased 5.32%
1.26%
$1.717M
12,481 shares@ 137.57 avg price
Jean Elzayek@Householder Group Estate & Retirement Specialist, Llc
Recent Activity
Decreased -28.78%
1.28%
$1.705M
12,400 shares@ 137.5 avg price
Christopher Foster@Procyon Advisors, Llc
Recent Activity
Decreased -53.96%
0.11%
$1.693M
12,306 shares@ 137.58 avg price
Joseph F. Tower, III@Lmcg Investments, Llc
Recent Activity
Increased 18.33%
0.11%
$1.673M
12,160 shares@ 137.57 avg price
Molly Halpin@Marcum Wealth, Llc
Recent Activity
Increased 9.14%
0.14%
$1.605M
11,664 shares@ 137.57 avg price
Steven Sergio@Rmr Wealth Builders
Recent Activity
Decreased -5.71%
0.16%
$1.534M
11,154 shares@ 137.58 avg price