— Know what they know.
Not Investment Advice

XYLD

Global X - S&P 500 Covered Call ETF
1W: -0.5% 1M: -3.8% 3M: -3.5% YTD: -2.2% 1Y: +5.8% 3Y: +31.7% 5Y: +37.6%
$38.99
-0.15 (-0.40%)
 
ETF AMEX · AUM $3.2B
ETF-Level Metrics
AUM$3.2B
Holdings504
Top 10 Wt37.5%
Beta0.40
% Profitable92%
Coverage101%
Portfolio Valuation
P/E33.5
P/B11.1
P/S7.8
EV/EBITDA23.1
P/FCF41.9
PEG1.48
Profitability & Returns
Gross Margin50.3%
Net Margin23.2%
ROE36.5%
ROA12.0%
ROIC31.1%
Div Yield1.22%
Leverage & Liquidity
Debt/Equity0.56
Debt/Assets0.19
Net Debt/EBITDA-0.0x
Interest Cov12.0x
Current Ratio1.18
Quick Ratio1.10
Growth (YoY)
Revenue+16.9%
Net Income+29.4%
EPS+30.5%
FCF+32.6%
EBITDA+25.1%
Rev CAGR 3Y+14.1%
Quality Scores
Piotroski F6.9
Altman Z11.73
IS Quality76.5
IS Overall64.5
IS Value45.9
Median P/E23.6

Sector Breakdown

12 sectors
Sector # Holdings Total Weight % Avg P/E
Technology 81 33.9% 18.8
Financial Services 71 12.4% 17.2
Communication Services 23 10.6% 14.1
Consumer Cyclical 51 9.9% 35.1
Healthcare 60 9.9% 25.7
Industrials 76 8.6% 33.8
Consumer Defensive 36 5.5% 17.1
Energy 23 3.5% 24.2
Utilities 32 2.9% 24.0
Real Estate 31 2.0% 121.3
Basic Materials 20 2.0% 0.3
Other 3 -1.2%

Smart Money Overlap

78 holdings with signals
Symbol Company Weight % Signals Badge Insider Buys Congress Since Signal
AVGO Broadcom Inc. 2.70% 4 Bullish 1 10 -0.9%
META Meta Platforms, Inc. 2.40% 4 Bullish 42 14 +0.2%
JPM JPMorgan Chase & Co. 1.40% 4 Bullish 14 9 -3.5%
JNJ Johnson & Johnson 1.02% 4 Bullish 12 2 -0.9%
WMT Walmart Inc. 0.96% 4 Bullish 21 3 +2.2%
V Visa Inc. 0.90% 4 Bullish 7 12 -3.7%
MA Mastercard Incorporated 0.70% 4 Bullish 13 3 -2.8%
CAT Caterpillar Inc. 0.61% 4 Bullish 10 6 -4.4%
NFLX Netflix, Inc. 0.56% 4 Bullish 71 13 -5.0%
CSCO Cisco Systems, Inc. 0.53% 4 Bullish 5 6 +3.7%
MRK Merck & Co., Inc. 0.53% 4 Bullish 11 2 +0.9%
RTX RTX Corporation 0.47% 4 Bullish 18 3 -0.4%
UNH UnitedHealth Group Incorporated 0.44% 4 Bullish 7 8 -4.1%
MCD McDonald's Corporation 0.41% 4 Bullish 11 1 -4.3%
LIN Linde plc 0.40% 4 Bullish 10 3 +2.1%
GEV GE Vernova Inc. 0.39% 4 Bullish 8 7 +5.7%
IBM International Business Machines Corporation 0.36% 4 Bullish 10 8 -0.2%
T AT&T Inc. 0.35% 4 Bullish 29 5 +3.0%
C Citigroup Inc. 0.34% 4 Bullish 36 9 -2.5%
INTC Intel Corporation 0.34% 4 Bullish 2 2 +3.4%
Showing 50 of 507 holdings · Page 1 of 11
# Name Ticker Weight % ▼ Mkt Value Shares P/E Mkt Cap Sector
1 NVIDIA CORP NVDA 8.06% $253.9M 1,325,303 36.2 $4.3T Technology
2 APPLE INC AAPL 6.81% $214.5M 805,834 31.6 $3.7T Technology
3 MICROSOFT CORP MSFT 4.93% $155.2M 403,777 23.1 $2.8T Technology
4 AMAZON.COM INC AMZN 3.46% $108.9M 530,572 29.2 $2.3T Consumer Cyclical
5 ALPHABET INC-CL A GOOGL 3.14% $98.7M 316,917 26.6 $3.5T Communication Services
6 BROADCOM INC AVGO 2.70% $85.1M 257,558 60.5 $1.5T Technology
7 ALPHABET INC-CL C GOOG 2.51% $79.1M 253,701 26.6 $3.5T Communication Services
8 META PLATFORMS INC META 2.40% $75.7M 118,766 24.8 $1.5T Communication Services
9 TESLA INC TSLA 1.95% $61.3M 153,280 328.7 $1.4T Consumer Cyclical
10 BERKSHIRE HATHAWAY INC-CL B BRK-B 1.57% $49.4M 100,025 15.3 $1.0T Financial Services
11 ELI LILLY & CO LLY 1.46% $45.9M 43,343 39.9 $865.9B Healthcare
12 JPMORGAN CHASE & CO JPM 1.40% $44.2M 148,470 14.4 $796.8B Financial Services
13 EXXON MOBIL CORP XOM 1.10% $34.7M 230,042 24.5 $680.3B Energy
14 JOHNSON & JOHNSON JNJ 1.02% $32.1M 131,415 21.7 $578.2B Healthcare
15 CASH Cash 0.97% $30.5M 30,468,305
16 WALMART INC WMT 0.96% $30.1M 239,187 44.8 $981.1B Consumer Defensive
17 VISA INC-CLASS A SHARES V 0.90% $28.2M 92,058 28.1 $587.9B Financial Services
18 MICRON TECHNOLOGY INC MU 0.82% $25.8M 61,230 17.8 $430.9B Technology
19 COSTCO WHOLESALE CORP COST 0.75% $23.6M 23,966 50.6 $432.5B Consumer Defensive
20 MASTERCARD INC - A MA 0.70% $22.2M 44,740 30.1 $448.7B Financial Services
21 ABBVIE INC ABBV 0.70% $22.1M 96,368 87.3 $366.3B Healthcare
22 PROCTER & GAMBLE CO/THE PG 0.67% $21.0M 127,422 21.2 $336.3B Consumer Defensive
23 HOME DEPOT INC HD 0.65% $20.5M 54,292 23.3 $331.2B Consumer Cyclical
24 GE AEROSPACE GE 0.62% $19.5M 57,503 36.4 $312.8B Industrials
25 CATERPILLAR INC CAT 0.61% $19.1M 25,292 37.8 $336.5B Industrials
26 CHEVRON CORP CVX 0.61% $19.1M 103,212 33.2 $410.2B Energy
27 BANK OF AMERICA CORP BAC 0.59% $18.7M 366,419 11.8 $356.0B Financial Services
28 NETFLIX INC NFLX 0.56% $17.6M 231,131 35.5 $391.0B Communication Services
29 ADVANCED MICRO DEVICES AMD 0.55% $17.5M 88,767 82.8 $359.1B Technology
30 COCA-COLA CO/THE KO 0.54% $17.0M 211,145 24.7 $323.6B Consumer Defensive
31 MERCK & CO. INC. MRK 0.53% $16.8M 135,345 16.3 $295.1B Healthcare
32 CISCO SYSTEMS INC CSCO 0.53% $16.7M 214,960 29.2 $323.3B Technology
33 LAM RESEARCH CORP LRCX 0.53% $16.6M 68,520 47.3 $291.5B Technology
34 PALANTIR TECHNOLOGIES INC-A PLTR 0.52% $16.3M 124,590 227.6 $355.1B Technology
35 APPLIED MATERIALS INC AMAT 0.52% $16.2M 43,480 37.4 $293.1B Technology
36 PHILIP MORRIS INTERNATIONAL PM 0.51% $15.9M 84,908 22.7 $257.6B Consumer Defensive
37 RTX CORPORATION RTX 0.47% $14.8M 73,099 39.0 $261.7B Industrials
38 GOLDMAN SACHS GROUP INC GS 0.46% $14.6M 16,384 15.3 $252.5B Financial Services
39 WELLS FARGO & CO WFC 0.46% $14.6M 171,210 12.0 $247.7B Financial Services
40 UNITEDHEALTH GROUP INC UNH 0.44% $13.9M 49,381 20.4 $245.6B Healthcare
41 MCDONALD'S CORP MCD 0.41% $13.0M 38,843 26.0 $222.4B Consumer Cyclical
42 ORACLE CORP ORCL 0.41% $13.0M 91,752 25.7 $419.8B Technology
43 LINDE PLC LIN 0.40% $12.6M 25,223 33.1 $228.1B Basic Materials
44 PEPSICO INC PEP 0.40% $12.6M 74,606 25.2 $207.5B Consumer Defensive
45 GE VERNOVA INC GEV 0.39% $12.3M 14,829 51.4 $250.6B Utilities
46 VERIZON COMMUNICATIONS INC VZ 0.36% $11.4M 230,002 12.4 $212.4B Communication Services
47 INTL BUSINESS MACHINES CORP IBM 0.36% $11.4M 51,014 21.3 $226.4B Technology
48 AMGEN INC AMGN 0.35% $11.1M 29,386 24.7 $190.8B Healthcare
49 AT&T INC T 0.35% $11.0M 386,691 9.4 $204.4B Communication Services
50 MORGAN STANLEY MS 0.35% $11.0M 65,846 15.4 $263.1B Financial Services
1 2 3 ... 11 Next →

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

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