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William Woolverton

@Tidal Investments Llc

Latest period2024 - Q3ReportedManaged Assets$9.461BTotal holdings1789
Assets growth rate27.12%Assets growth rate (2-Q avg)24.98%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Tidal Investments Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 1789 positions.

Assets under management

The assets under management (AUM) of Tidal Investments Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 9.461B in assets, with a quarterly growth rate of 27.12% and a 2-quarter average growth rate of 24.98%. The portfolio is managed by William Woolverton, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
LABUDirexion Shs Etf Tr
Recent Activity
New Position
0.1%
$9.012M
70,000 shares@ $128.74 avg price
SPLVInvesco Exch Traded Fd Tr Ii
Recent Activity
New Position
0.1%
$8.791M
122,559 shares@ $71.73 avg price
XLPSelect Sector Spdr Tr
Recent Activity
New Position
0.09%
$7.903M
95,220 shares@ $83.0 avg price
EDCDirexion Shs Etf Tr
Recent Activity
New Position
0.09%
$7.643M
201,280 shares@ $37.97 avg price
TEMTempus Ai Inc
Recent Activity
New Position
0.09%
$7.633M
134,857 shares@ $56.6 avg price
CLMTCalumet Inc
Recent Activity
New Position
0.08%
$7.128M
400,000 shares@ $17.82 avg price
QUALIshares Tr
Recent Activity
New Position
0.07%
$6.52M
36,366 shares@ $179.3 avg price
ANGLVaneck Etf Trust
Recent Activity
New Position
0.07%
$6.249M
212,486 shares@ $29.42 avg price
CPNGCoupang Inc
Recent Activity
New Position
0.06%
$5.646M
229,967 shares@ $24.55 avg price
XLUSelect Sector Spdr Tr
Recent Activity
New Position
0.06%
$5.311M
65,814 shares@ $80.7 avg price