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OEF

iShares S&P 100 ETF
1W: -2.2% 1M: -5.2% 3M: -5.4% YTD: -7.2% 1Y: +16.7% 3Y: +85.4% 5Y: +87.5%
$317.57
-4.59 (-1.42%)
After Hours: $326.80 (+9.23, +2.91%)
ETF AMEX · AUM $28.1B
ETF-Level Metrics
AUM$28.1B
Holdings101
Top 10 Wt52.7%
Beta1.02
% Profitable93%
Coverage100%
Portfolio Valuation
P/E33.1
P/B11.1
P/S7.9
EV/EBITDA22.9
P/FCF42.0
PEG1.24
Profitability & Returns
Gross Margin51.4%
Net Margin23.9%
ROE37.1%
ROA12.5%
ROIC31.9%
Div Yield1.09%
Leverage & Liquidity
Debt/Equity0.54
Debt/Assets0.19
Net Debt/EBITDA-0.0x
Interest Cov12.6x
Current Ratio1.20
Quick Ratio1.12
Growth (YoY)
Revenue+19.1%
Net Income+31.7%
EPS+32.6%
FCF+30.1%
EBITDA+28.4%
Rev CAGR 3Y+16.6%
Quality Scores
Piotroski F7.0
Altman Z14.68
IS Quality78.4
IS Overall63.1
IS Value44.5
Median P/E24.3

Sector Breakdown

12 sectors
Sector # Holdings Total Weight % Avg P/E
Technology 18 38.2% -2.9
Communication Services 9 14.3% 19.7
Financial Services 18 11.5% 17.6
Consumer Cyclical 9 10.5% 62.5
Healthcare 15 9.3% 32.7
Consumer Defensive 10 6.0% 27.7
Industrials 13 5.1% 30.4
Energy 3 3.0% 25.2
Utilities 3 1.0% 23.6
Basic Materials 1 0.6% 32.8
Real Estate 2 0.4% 22.9
Other 3 0.1%

Smart Money Overlap

30 holdings with signals
Symbol Company Weight % Signals Badge Insider Buys Congress Since Signal
MSFT Microsoft Corporation 7.28% 4 Bullish 1 23 -5.0%
AVGO Broadcom Inc. 3.73% 4 Bullish 1 11 -3.5%
JNJ Johnson & Johnson 1.43% 4 Bullish 12 2 -2.7%
WMT Walmart Inc. 1.34% 4 Bullish 21 3 -1.1%
V Visa Inc. 1.26% 4 Bullish 7 12 -4.8%
MA Mastercard Incorporated 1.00% 4 Bullish 13 3 -4.0%
NFLX Netflix, Inc. 1.00% 4 Bullish 71 14 -5.4%
CSCO Cisco Systems, Inc. 0.77% 4 Bullish 5 6 -1.6%
MRK Merck & Co., Inc. 0.71% 4 Bullish 11 2 -3.5%
RTX RTX Corporation 0.69% 4 Bullish 18 3 +1.2%
UNH UnitedHealth Group Incorporated 0.64% 4 Bullish 7 7 -2.0%
IBM International Business Machines Corporation 0.59% 4 Bullish 10 8 +1.0%
MCD McDonald's Corporation 0.56% 4 Bullish 11 1 -5.2%
INTC Intel Corporation 0.51% 4 Bullish 2 3 -3.8%
T AT&T Inc. 0.49% 4 Bullish 29 5 +1.2%
CRM Salesforce, Inc. 0.46% 4 Bullish 4 5 +0.2%
DIS The Walt Disney Company 0.44% 4 Bullish 28 3 +0.1%
UBER Uber Technologies, Inc. 0.40% 4 Bullish 7 3 -2.7%
SCHW The Charles Schwab Corporation 0.39% 4 Bullish 13 3 -0.9%
PFE Pfizer Inc. 0.39% 4 Bullish 11 1 +1.5%
Showing 50 of 104 holdings · Page 1 of 3
# Name Ticker Weight % ▼ Mkt Value Shares P/E Mkt Cap Sector
1 NVIDIA CORP NVDA 10.97% $2.0B 11,312,799 35.0 $4.2T Technology
2 APPLE INC AAPL 9.24% $1.7B 6,879,089 31.1 $3.6T Technology
3 MICROSOFT CORP MSFT 7.28% $1.4B 3,460,126 23.8 $2.8T Technology
4 AMAZON COM INC AMZN 5.11% $950.5M 4,528,882 28.3 $2.2T Consumer Cyclical
5 ALPHABET INC CLASS A GOOGL 4.48% $833.4M 2,708,571 27.5 $3.6T Communication Services
6 BROADCOM INC AVGO 3.73% $694.6M 2,198,486 59.0 $1.5T Technology
7 ALPHABET INC CLASS C GOOG 3.56% $663.1M 2,164,787 27.5 $3.6T Communication Services
8 META PLATFORMS INC CLASS A META 3.35% $624.2M 1,013,916 24.8 $1.5T Communication Services
9 TESLA INC TSLA 2.76% $513.8M 1,308,132 313.4 $1.4T Consumer Cyclical
10 BERKSHIRE HATHAWAY INC CLASS B BRK-B 2.22% $413.6M 853,710 15.5 $1.0T Financial Services
11 JPMORGAN CHASE & CO JPM 1.96% $364.7M 1,267,340 14.0 $772.9B Financial Services
12 ELI LILLY LLY 1.82% $339.4M 369,707 39.4 $856.6B Healthcare
13 EXXON MOBIL CORP XOM 1.66% $309.4M 1,963,291 24.0 $665.6B Energy
14 JOHNSON & JOHNSON JNJ 1.43% $266.1M 1,121,650 21.3 $567.2B Healthcare
15 WALMART INC WMT 1.34% $249.0M 2,041,460 43.3 $948.9B Consumer Defensive
16 VISA INC CLASS A V 1.26% $234.9M 785,638 27.8 $581.5B Financial Services
17 COSTCO WHOLESALE CORP COST 1.09% $202.2M 206,314 50.5 $431.4B Consumer Defensive
18 MASTERCARD INC CLASS A MA 1.00% $186.5M 381,744 29.7 $442.9B Financial Services
19 NETFLIX INC NFLX 1.00% $186.8M 1,972,685 35.4 $389.1B Communication Services
20 CHEVRON CORP CVX 0.94% $175.0M 881,160 32.6 $403.4B Energy
21 ABBVIE INC ABBV 0.92% $171.4M 822,787 86.4 $362.6B Healthcare
22 PALANTIR TECHNOLOGIES INC CLASS A PLTR 0.87% $162.5M 1,063,479 221.3 $345.3B Technology
23 PROCTER & GAMBLE PG 0.86% $159.6M 1,087,846 21.3 $337.5B Consumer Defensive
24 HOME DEPOT INC HD 0.82% $153.3M 463,378 22.5 $319.3B Consumer Cyclical
25 CATERPILLAR INC CAT 0.81% $151.1M 217,801 35.8 $318.6B Industrials
26 ADVANCED MICRO DEVICES INC AMD 0.81% $151.2M 757,907 75.7 $328.3B Technology
27 BANK OF AMERICA CORP BAC 0.79% $146.5M 3,127,667 11.4 $344.4B Financial Services
28 GE AEROSPACE GE 0.79% $147.8M 491,049 35.2 $302.5B Industrials
29 CISCO SYSTEMS INC CSCO 0.77% $142.4M 1,834,553 27.7 $306.8B Technology
30 COCA-COLA KO 0.74% $136.9M 1,802,379 24.5 $321.5B Consumer Defensive
31 MERCK & CO INC MRK 0.71% $132.3M 1,155,477 15.6 $282.3B Healthcare
32 RTX CORP RTX 0.69% $127.7M 624,186 39.6 $266.0B Industrials
33 PHILIP MORRIS INTERNATIONAL INC PM 0.65% $120.4M 724,692 22.4 $253.9B Consumer Defensive
34 ORACLE CORP ORCL 0.64% $119.7M 783,044 26.4 $430.3B Technology
35 UNITEDHEALTH GROUP INC UNH 0.64% $119.9M 421,732 20.8 $250.1B Healthcare
36 GOLDMAN SACHS GROUP INC GS 0.61% $112.6M 139,791 14.8 $244.1B Financial Services
37 WELLS FARGO WFC 0.60% $111.3M 1,461,385 11.6 $243.9B Financial Services
38 INTERNATIONAL BUSINESS MACHINES CO IBM 0.59% $109.5M 435,167 21.4 $226.8B Technology
39 LINDE PLC LIN.DE 0.57% $106.2M 217,358 32.8 $197.3B Basic Materials
40 MCDONALDS CORP MCD 0.56% $104.6M 331,328 25.8 $220.4B Consumer Cyclical
41 PEPSICO INC PEP 0.53% $97.7M 636,541 24.9 $205.2B Consumer Defensive
42 VERIZON COMMUNICATIONS INC VZ 0.52% $97.3M 1,961,601 12.3 $210.8B Communication Services
43 INTEL CORPORATION CORP INTC 0.51% $94.0M 2,087,372 -797.9 $219.1B Technology
44 CITIGROUP INC C 0.49% $90.6M 833,897 14.0 $191.6B Financial Services
45 AT&T INC T 0.49% $90.5M 3,300,479 9.3 $200.9B Communication Services
46 MORGAN STANLEY MS 0.48% $89.3M 562,040 15.0 $256.4B Financial Services
47 AMGEN INC AMGN 0.47% $88.1M 250,659 24.3 $187.5B Healthcare
48 ABBOTT LABORATORIES ABT 0.47% $87.7M 808,772 28.3 $183.4B Healthcare
49 NEXTERA ENERGY INC NEE 0.47% $88.2M 969,451 27.4 $186.5B Utilities
50 SALESFORCE INC CRM 0.46% $86.1M 443,204 24.5 $183.1B Technology

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms