Holdings of XXI WEALTH, LLC
192 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 28.7 % of the equity sleeve
Sector breakdown
- Technology 27.0 %
- Financials 15.9 %
- Health care 11.8 %
- Consumer discretionary 8.4 %
- Industrials 8.0 %
- Communication 7.6 %
- Energy 5.9 %
- Consumer staples 3.8 %
- Materials 2.5 %
- Real estate 2.4 %
- Utilities 1.1 %
- Funds 0.9 %
- Unattributed 4.7 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
The quoted currency of each line, as declared.
Country breakdown
- US 97.3 %
- TW 1.4 %
- GB 0.5 %
- NL 0.4 %
- JP 0.2 %
- AU 0.1 %
- ES 0.1 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|
| 1 | US | 184 | 163.3M $ | 97.29 % |
| 2 | TW | 1 | 2.3M $ | 1.38 % |
| 3 | GB | 2 | 813.7K $ | 0.48 % |
| 4 | NL | 1 | 673.6K $ | 0.40 % |
| 5 | JP | 2 | 298.5K $ | 0.18 % |
| 6 | AU | 1 | 245.1K $ | 0.15 % |
| 7 | ES | 1 | 202.6K $ | 0.12 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|
| 1 | Microsoft Corp | 22,589 | 8.4M $ | |
| 2 | Apple Inc | 32,428 | 8.2M $ | |
| 3 | NVIDIA Corp | 35,965 | 6.3M $ | |
| 4 | Amazon.com Inc | 20,256 | 4.2M $ | |
| 5 | CME Group Inc | 13,455 | 4M $ | |
| 6 | JPMorgan Chase & Co | 12,748 | 3.7M $ | |
| 7 | Alphabet Inc | 12,946 | 3.7M $ | |
| 8 | Johnson & Johnson | 13,676 | 3.3M $ | |
| 9 | Micron Technology Inc | 9,379 | 3.2M $ | |
| 10 | Exxon Mobil Corp | 18,398 | 3.1M $ | |
| 11 | Blackstone Inc | 26,409 | 3M $ | |
| 12 | Alphabet Inc | 10,253 | 2.9M $ | |
| 13 | Eli Lilly & Co | 3,040 | 2.8M $ | |
| 14 | Parker-Hannifin Corp | 3,107 | 2.8M $ | |
| 15 | Tesla Inc | 6,819 | 2.5M $ | |
| 16 | ONEOK Inc | 27,318 | 2.5M $ | |
| 17 | Meta Platforms Inc | 4,195 | 2.4M $ | |
| 18 | Taiwan Semiconductor Manufacturing Co Ltd | 6,873 | 2.3M $ | |
| 19 | Broadcom Inc | 6,407 | 2M $ | |
| 20 | Abbott Laboratories | 17,435 | 1.8M $ | |
| 21 | Goldman Sachs Group Inc/The | 2,042 | 1.7M $ | |
| 22 | AbbVie Inc | 7,164 | 1.6M $ | |
| 23 | Western Digital Corp | 5,685 | 1.5M $ | |
| 24 | TJX Cos Inc/The | 9,560 | 1.5M $ | |
| 25 | International Business Machines Corp. | 6,281 | 1.5M $ | |
| 26 | Citigroup Inc | 11,976 | 1.4M $ | |
| 27 | Cisco Systems, Inc. | 17,373 | 1.3M $ | |
| 28 | Caterpillar Inc | 1,874 | 1.3M $ | |
| 29 | Chevron Corp | 6,024 | 1.2M $ | |
| 30 | Merck & Co Inc | 10,277 | 1.2M $ | |
| 31 | Mastercard Inc | 2,455 | 1.2M $ | |
| 32 | Verizon Communications Inc | 23,748 | 1.2M $ | |
| 33 | Amphenol Corp | 9,122 | 1.2M $ | |
| 34 | Netflix Inc | 11,905 | 1.1M $ | |
| 35 | Dell Technologies Inc | 6,910 | 1.1M $ | |
| 36 | Howmet Aerospace Inc | 4,916 | 1.1M $ | |
| 37 | Charles Schwab Corp/The | 11,983 | 1.1M $ | |
| 38 | Gilead Sciences Inc | 7,791 | 1.1M $ | |
| 39 | Altria Group, Inc. | 16,294 | 1.1M $ | |
| 40 | Berkshire Hathaway Inc | 2,187 | 1M $ | |
| 41 | Newmont Corp | 9,148 | 990.3K $ | |
| 42 | NextEra Energy Inc | 10,438 | 969.5K $ | |
| 43 | TransDigm Group Inc | 822 | 952.7K $ | |
| 44 | Intuitive Surgical Inc | 2,066 | 952.4K $ | |
| 45 | Lam Research Corp | 4,373 | 934.3K $ | |
| 46 | Kinder Morgan, Inc. | 27,511 | 922.4K $ | |
| 47 | Bristol-Myers Squibb Co | 15,119 | 917K $ | |
| 48 | Texas Instruments Inc | 4,627 | 898.3K $ | |
| 49 | Vanguard Growth ETF | 2,050 | 895.4K $ | |
| 50 | Equinix Inc | 883 | 865.6K $ | |
| 51 | Pfizer Inc | 30,819 | 865.4K $ | |
| 52 | Elevance Health Inc | 2,942 | 861.3K $ | |
| 53 | Nucor Corp | 5,076 | 858.3K $ | |
| 54 | Advanced Micro Devices Inc | 4,211 | 856.6K $ | |
| 55 | VICI Properties Inc | 30,845 | 842.7K $ | |
| 56 | SPDR Series Trust | 8,408 | 836.1K $ | |
| 57 | eBay Inc | 9,168 | 834.5K $ | |
| 58 | US Bancorp | 15,999 | 832.1K $ | |
| 59 | Union Pacific Corp | 3,361 | 815.4K $ | |
| 60 | Tapestry Inc | 5,704 | 804.9K $ | |
| 61 | Broadridge Financial Solutions Inc | 4,720 | 766.9K $ | |
| 62 | Shell PLC | 8,129 | 756K $ | |
| 63 | Cardinal Health, Inc. | 3,564 | 753.1K $ | |
| 64 | iShares Russell 2000 ETF | 3,015 | 747.7K $ | |
| 65 | RTX Corp | 3,867 | 745.9K $ | |
| 66 | Northern Trust Corp | 5,328 | 743.6K $ | |
| 67 | PepsiCo Inc | 4,704 | 730.5K $ | |
| 68 | Ares Management Corp | 6,658 | 726.4K $ | |
| 69 | Synchrony Financial | 10,383 | 706.3K $ | |
| 70 | American Tower Corp | 4,030 | 695.5K $ | |
| 71 | Dick's Sporting Goods Inc | 3,428 | 679.7K $ | |
| 72 | ASML Holding NV | 510 | 673.6K $ | |
| 73 | Biogen Inc | 3,651 | 669.3K $ | |
| 74 | Uber Technologies Inc | 9,172 | 659.7K $ | |
| 75 | Walmart Inc | 5,298 | 658.4K $ | |
| 76 | L3Harris Technologies Inc | 1,873 | 646.5K $ | |
| 77 | Costco Wholesale Corp | 648 | 645.8K $ | |
| 78 | HCA Healthcare Inc | 1,353 | 640.3K $ | |
| 79 | Bank of America Corp | 13,117 | 639.5K $ | |
| 80 | Expedia Group Inc | 2,687 | 620.4K $ | |
| 81 | Alibaba Group Holding Ltd | 4,875 | 611.6K $ | |
| 82 | Realty Income Corp | 9,875 | 604.1K $ | |
| 83 | Visa Inc | 1,937 | 585.4K $ | |
| 84 | Amgen Inc | 1,653 | 581.6K $ | |
| 85 | Comcast Corp | 19,434 | 558K $ | |
| 86 | Steel Dynamics Inc | 3,095 | 557.1K $ | |
| 87 | EOG Resources Inc | 3,847 | 556.2K $ | |
| 88 | Cintas Corp | 3,138 | 530.8K $ | |
| 89 | AT&T Inc | 17,891 | 518.7K $ | |
| 90 | Home Depot Inc/The | 1,544 | 507.8K $ | |
| 91 | Kroger Co/The | 6,916 | 500.4K $ | |
| 92 | S&P Global Inc | 1,172 | 498.5K $ | |
| 93 | Procter & Gamble Co/The | 3,390 | 489.7K $ | |
| 94 | Philip Morris International Inc. | 2,835 | 468.7K $ | |
| 95 | Palantir Technologies Inc | 3,174 | 464.3K $ | |
| 96 | Devon Energy Corp | 9,215 | 463.7K $ | |
| 97 | Hartford Insurance Group Inc/The | 3,428 | 463.6K $ | |
| 98 | Prologis Inc | 3,473 | 459.1K $ | |
| 99 | Archer-Daniels-Midland Co | 6,300 | 457.9K $ | |
| 100 | MetLife Inc | 6,465 | 457.2K $ | |