The Analysis of CHARTIST INC /CA/'s Holdings


Currently, CHARTIST INC /CA/ holds 21 types of securities in its portfolio with a total value $146.5M. In the most recent quarter, they have increased their positions in N/A (+24.7K shares, valued at $14.8M), SHW (+4.0K shares, valued at $2.7M), N/A (+2 shares, valued at $1.0K); decreased their positions in N/A (-84.8K shares, valued at $39.3M), N/A (-54.1K shares, valued at $32.3M), IWM (-20.8K shares, valued at $5.0M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
SHW SPDR S&P 50088.2K shares4.77%2025-09-302025-11-20history
Invesco QQQ TRUST Invesco QQQ TRUST54.6K shares82.54%2025-09-302025-11-20history
SPDR Dow Jones Ind SPDR Dow Jones Ind61.6K shares-57.93%2025-09-302025-11-20history
IWB Ishares Russell40.8K shares-22.08%2025-09-302025-11-20history
SPDR S&P Mid-Cap 4 SPDR S&P Mid-Cap 45.2K shares-91.30%2025-09-302025-11-20history
SPDR S&P Homebuild SPDR S&P Homebuild10.3K shares-9.80%2025-09-302025-11-20history
IWM iShares Russell 204.7K shares-81.60%2025-09-302025-11-20history
AMZN Amazon Com Inc4.1K shares-16.77%2025-09-302025-11-20history
Sponsored
SPDR Industrial Se SPDR Industrial Se5.1K shares-14.22%2025-09-302025-11-20history
TJX T J X Cos Inc3.8K shares-7.79%2025-09-302025-11-20history
ALL Allstate Corporati2.4K shares-6.58%2025-09-302025-11-20history
HD Home Depot Inc1.3K shares-9.03%2025-09-302025-11-20history
PEG Pub Svc Enterpise5.2K shares0.00%2025-09-302025-11-20history
NJR New Jersey Resourc8.5K shares0.00%2025-09-302025-11-20history
VTI Vanguard Total Sto1.1K shares-25.86%2025-09-302025-11-20history
Equinix Inc New Equinix Inc New442 shares-7.53%2025-09-302025-11-20history
Sponsored
Microsoft Corp Microsoft Corp541 shares0.37%2025-09-302025-11-20history
VUG Vanguard Growth Et569 shares-43.10%2025-09-302025-11-20history
Visa Inc Cl A Visa Inc Cl A770 shares0.00%2025-09-302025-11-20history
AAPL Apple Inc1.0K shares-2.19%2025-09-302025-11-20history
VTV Vanguard Value1.1K shares-14.30%2025-09-302025-11-20history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available