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OEF

iShares S&P 100 ETF
1W: -0.7% 1M: -4.6% 3M: -6.5% YTD: -6.2% 1Y: +15.8% 3Y: +84.2% 5Y: +92.0%
$321.25
+1.92 (+0.60%)
After Hours: $325.69 (+4.44, +1.38%)
ETF AMEX · AUM $28.8B
ETF-Level Metrics
AUM$28.8B
Holdings101
Top 10 Wt52.7%
Beta1.02
% Profitable93%
Coverage100%
Portfolio Valuation
P/E33.3
P/B11.1
P/S7.9
EV/EBITDA23.0
P/FCF42.4
PEG1.26
Profitability & Returns
Gross Margin51.2%
Net Margin23.8%
ROE36.8%
ROA12.4%
ROIC31.7%
Div Yield1.09%
Leverage & Liquidity
Debt/Equity0.54
Debt/Assets0.19
Net Debt/EBITDA-0.1x
Interest Cov12.4x
Current Ratio1.20
Quick Ratio1.13
Growth (YoY)
Revenue+19.0%
Net Income+31.4%
EPS+32.4%
FCF+29.8%
EBITDA+28.2%
Rev CAGR 3Y+16.5%
Quality Scores
Piotroski F7.0
Altman Z14.70
IS Quality78.3
IS Overall66.9
IS Value44.7
Median P/E24.7

Sector Breakdown

12 sectors
Sector # Holdings Total Weight % Avg P/E
Technology 18 38.2% -5.7
Communication Services 9 14.3% 19.6
Financial Services 18 11.5% 18.0
Consumer Cyclical 9 10.5% 64.7
Healthcare 15 9.3% 33.0
Consumer Defensive 10 6.0% 28.0
Industrials 13 5.1% 31.1
Energy 3 3.0% 25.7
Utilities 3 1.0% 24.0
Basic Materials 1 0.6% 33.1
Real Estate 2 0.4% 21.9
Other 3 0.1%

Smart Money Overlap

33 holdings with signals
Symbol Company Weight % Signals Badge Insider Buys Congress Since Signal
AVGO Broadcom Inc. 3.73% 4 Bullish 1 10 -0.9%
META Meta Platforms, Inc. 3.35% 4 Bullish 42 14 +0.2%
JPM JPMorgan Chase & Co. 1.96% 4 Bullish 14 9 -3.5%
JNJ Johnson & Johnson 1.43% 4 Bullish 12 2 -0.9%
WMT Walmart Inc. 1.34% 4 Bullish 21 3 +2.2%
V Visa Inc. 1.26% 4 Bullish 7 12 -3.7%
NFLX Netflix, Inc. 1.00% 4 Bullish 71 13 -5.0%
MA Mastercard Incorporated 1.00% 4 Bullish 13 3 -2.8%
CAT Caterpillar Inc. 0.81% 4 Bullish 10 6 -4.4%
CSCO Cisco Systems, Inc. 0.77% 4 Bullish 5 6 +3.7%
MRK Merck & Co., Inc. 0.71% 4 Bullish 11 2 +0.9%
RTX RTX Corporation 0.69% 4 Bullish 18 3 -0.4%
UNH UnitedHealth Group Incorporated 0.64% 4 Bullish 7 8 -4.1%
IBM International Business Machines Corporation 0.59% 4 Bullish 10 8 -0.2%
MCD McDonald's Corporation 0.56% 4 Bullish 11 1 -4.3%
INTC Intel Corporation 0.51% 4 Bullish 2 2 +3.4%
C Citigroup Inc. 0.49% 4 Bullish 36 9 -2.5%
T AT&T Inc. 0.49% 4 Bullish 29 5 +3.0%
DIS The Walt Disney Company 0.44% 4 Bullish 28 3 -3.5%
UBER Uber Technologies, Inc. 0.40% 4 Bullish 7 3 -3.8%
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 36.2 $4.3T Technology
2 APPLE INC AAPL 9.24% $1.7B 6,879,089 31.6 $3.7T Technology
3 MICROSOFT CORP MSFT 7.28% $1.4B 3,460,126 23.1 $2.8T Technology
4 AMAZON COM INC AMZN 5.11% $950.5M 4,528,882 29.2 $2.3T Consumer Cyclical
5 ALPHABET INC CLASS A GOOGL 4.48% $833.4M 2,708,571 26.6 $3.5T Communication Services
6 BROADCOM INC AVGO 3.73% $694.6M 2,198,486 60.5 $1.5T Technology
7 ALPHABET INC CLASS C GOOG 3.56% $663.1M 2,164,787 26.6 $3.5T 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 1,308,132 328.7 $1.4T Consumer Cyclical
10 BERKSHIRE HATHAWAY INC CLASS B BRK-B 2.22% $413.6M 853,710 15.3 $1.0T Financial Services
11 JPMORGAN CHASE & CO JPM 1.96% $364.7M 1,267,340 14.4 $796.8B Financial Services
12 ELI LILLY LLY 1.82% $339.4M 369,707 39.9 $865.9B Healthcare
13 EXXON MOBIL CORP XOM 1.66% $309.4M 1,963,291 24.5 $680.3B Energy
14 JOHNSON & JOHNSON JNJ 1.43% $266.1M 1,121,650 21.7 $578.2B Healthcare
15 WALMART INC WMT 1.34% $249.0M 2,041,460 44.8 $981.1B Consumer Defensive
16 VISA INC CLASS A V 1.26% $234.9M 785,638 28.1 $587.9B Financial Services
17 COSTCO WHOLESALE CORP COST 1.09% $202.2M 206,314 50.6 $432.5B Consumer Defensive
18 MASTERCARD INC CLASS A MA 1.00% $186.5M 381,744 30.1 $448.7B Financial Services
19 NETFLIX INC NFLX 1.00% $186.8M 1,972,685 35.5 $391.0B Communication Services
20 CHEVRON CORP CVX 0.94% $175.0M 881,160 33.2 $410.2B Energy
21 ABBVIE INC ABBV 0.92% $171.4M 822,787 87.3 $366.3B Healthcare
22 PALANTIR TECHNOLOGIES INC CLASS A PLTR 0.87% $162.5M 1,063,479 227.6 $355.1B Technology
23 PROCTER & GAMBLE PG 0.86% $159.6M 1,087,846 21.2 $336.3B Consumer Defensive
24 HOME DEPOT INC HD 0.82% $153.3M 463,378 23.3 $331.2B Consumer Cyclical
25 CATERPILLAR INC CAT 0.81% $151.1M 217,801 37.8 $336.5B Industrials
26 ADVANCED MICRO DEVICES INC AMD 0.81% $151.2M 757,907 82.8 $359.1B Technology
27 BANK OF AMERICA CORP BAC 0.79% $146.5M 3,127,667 11.8 $356.0B Financial Services
28 GE AEROSPACE GE 0.79% $147.8M 491,049 36.4 $312.8B Industrials
29 CISCO SYSTEMS INC CSCO 0.77% $142.4M 1,834,553 29.2 $323.3B Technology
30 COCA-COLA KO 0.74% $136.9M 1,802,379 24.7 $323.6B Consumer Defensive
31 MERCK & CO INC MRK 0.71% $132.3M 1,155,477 16.3 $295.1B Healthcare
32 RTX CORP RTX 0.69% $127.7M 624,186 39.0 $261.7B Industrials
33 PHILIP MORRIS INTERNATIONAL INC PM 0.65% $120.4M 724,692 22.7 $257.6B Consumer Defensive
34 ORACLE CORP ORCL 0.64% $119.7M 783,044 25.7 $419.8B Technology
35 UNITEDHEALTH GROUP INC UNH 0.64% $119.9M 421,732 20.4 $245.6B Healthcare
36 GOLDMAN SACHS GROUP INC GS 0.61% $112.6M 139,791 15.3 $252.5B Financial Services
37 WELLS FARGO WFC 0.60% $111.3M 1,461,385 12.0 $247.7B Financial Services
38 INTERNATIONAL BUSINESS MACHINES CO IBM 0.59% $109.5M 435,167 21.3 $226.4B Technology
39 LINDE PLC LIN.DE 0.57% $106.2M 217,358 33.1 $195.9B Basic Materials
40 MCDONALDS CORP MCD 0.56% $104.6M 331,328 26.0 $222.4B Consumer Cyclical
41 PEPSICO INC PEP 0.53% $97.7M 636,541 25.2 $207.5B Consumer Defensive
42 VERIZON COMMUNICATIONS INC VZ 0.52% $97.3M 1,961,601 12.4 $212.4B Communication Services
43 INTEL CORPORATION CORP INTC 0.51% $94.0M 2,087,372 -858.1 $235.7B Technology
44 CITIGROUP INC C 0.49% $90.6M 833,897 14.6 $200.3B Financial Services
45 AT&T INC T 0.49% $90.5M 3,300,479 9.4 $204.4B Communication Services
46 MORGAN STANLEY MS 0.48% $89.3M 562,040 15.4 $263.1B Financial Services
47 AMGEN INC AMGN 0.47% $88.1M 250,659 24.7 $190.8B Healthcare
48 ABBOTT LABORATORIES ABT 0.47% $87.7M 808,772 28.1 $182.2B Healthcare
49 NEXTERA ENERGY INC NEE 0.47% $88.2M 969,451 27.9 $189.9B Utilities
50 SALESFORCE INC CRM 0.46% $86.1M 443,204 22.8 $170.5B Technology

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