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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
ASTSAst Spacemobile Inc
Recent Activity
Decreased -57.33%
0.11%
$9.673M
369,905 shares@ $26.15 avg price
ISRGIntuitive Surgical Inc
Recent Activity
Decreased -18.21%
0.11%
$9.617M
19,575 shares@ $491.27 avg price
ADPAutomatic Data Processing In
Recent Activity
Decreased -0.51%
0.11%
$9.485M
34,277 shares@ $276.73 avg price
CYBRCyberark Software Ltd
Recent Activity
Decreased -0.32%
0.1%
$9.092M
31,178 shares@ $291.61 avg price
HCAHca Healthcare Inc
Recent Activity
Decreased -15.19%
0.1%
$8.989M
22,118 shares@ $406.43 avg price
PLTRPalantir Technologies Inc
Recent Activity
Decreased -2.66%
0.1%
$8.931M
240,069 shares@ $37.2 avg price
CACICaci Intl Inc
Recent Activity
Decreased -6.22%
0.1%
$8.626M
17,096 shares@ $504.56 avg price
MCDMcdonalds Corp
Recent Activity
Decreased -11.24%
0.09%
$7.826M
25,706 shares@ $304.44 avg price
MDTMedtronic Plc
Recent Activity
Decreased -17.28%
0.09%
$7.819M
86,851 shares@ $90.03 avg price
MSIMotorola Solutions Inc
Recent Activity
Decreased -2.13%
0.09%
$7.632M
16,973 shares@ $449.63 avg price