FIDELITY BLUE CHIP GROWTH - Security Detail

Period	Total Value	Value Change	Total Holders	Holder Change
2024-06-30	$0.75B	-	134	-
2024-09-30	$0.90B	+20.0%	131	-2.2%
2024-12-31	$3.05B	+237.2%	136	+3.8%

Institution	Value	Shares	% of Portfolio
GOODWIN INVESTMENT ADVISORY	$77.7M	1,681K	40.7%
ACCREDITED INVESTOR SERVICES, LLC	$19.7M	426K	15.8%
CENTERLINE WEALTH ADVISORS, LLC	$18.3M	396K	10.8%
SAGESPRING WEALTH PARTNERS, LLC	$245.4M	5,304K	6.5%
WIN ADVISORS, INC	$10.8M	233K	5.2%
DYNASTY WEALTH MANAGEMENT, LLC	$258.1M	5,580K	4.5%
ROXBURY FINANCIAL LLC	$3.8M	81K	3.6%
ASSUREDPARTNERS INVESTMENT ADVISORS, LLC	$18.3M	396K	3.6%
ADVANTAGE TRUST CO	$5.7M	124K	3.4%
BG INVESTMENT SERVICES, INC.	$3.2M	70K	3.3%
PORTFOLIO STRATEGIES, INC.	$20.5M	443K	2.9%
DAHRING \| CUSMANO LLC	$2.9M	62K	2.6%
CHILDRESS CAPITAL ADVISORS, LLC	$5.2M	113K	1.5%
BROADLEAF PARTNERS, LLC	$5.7M	122K	1.3%
PER STIRLING CAPITAL MANAGEMENT, LLC.	$9.2M	198K	1.3%
PKS ADVISORY SERVICES, LLC	$5.0M	109K	1.3%
CLEAR INVESTMENT RESEARCH, LLC	$0.9M	19K	1.2%
MV CAPITAL MANAGEMENT, INC.	$10.9M	235K	1.2%
KEYSTONE WEALTH SERVICES, LLC	$4.2M	90K	1.1%
FORBES FINANCIAL PLANNING, INC.	$2.3M	49K	1.1%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	$12.2M	263K	0.9%
FIRST HEARTLAND CONSULTANTS, INC.	$6.8M	147K	0.7%
GUERRA ADVISORS INC	$1.2M	26K	0.7%
BFSG, LLC	$5.4M	117K	0.6%
PUREFI WEALTH, LLC	$0.6M	12K	0.6%

Ticker	Exchange	Security	Similarity Score	Common Holders	Total Holders
TTAI	US	FCF INTERNATIONAL QUALITY ET	0.182	2	11
NETZ	US	TCW TRANSFORM SYSTEMS ETF	0.073	3	41
TTAC	US	FCF US QUALITY ETF	0.051	2	39
FVAL	US	FIDELITY VALUE FACTOR ETF	0.041	4	98
FSMD	US	FIDELITY SMALL-MID MULTIFACT	0.037	3	82
FENI	US	FIDELITY ENHANCED INT ETF	0.025	3	118
FBND	US	FIDELITY TOTAL BOND ETF	0.024	10	424
QGRO	US	AMERICAN CENTURY US QUALITY	0.020	2	101
ONEQ	US	FIDELITY NASDAQ COMPOSITE IN	0.017	4	242
HELO	US	JPMORGAN HEDGED EQUITY ETF	0.015	3	200
FDVV	US	FIDELITY HIGH DIVIDEND ETF	0.013	3	232
MUNI	US	PIMCO INTERMEDIATE MUNICIPAL	0.013	3	234
PYLD	US	PIMCO MULTISECTOR BOND ACTV	0.013	3	235
FNX	US	FIRST TRUST MID CAP CORE ALP	0.012	2	161
FEX	US	FIRST TRUST LARGE CAP CORE A	0.011	2	177
BINC	US	ISHARES FLEX I A ETF-USD INC	0.011	4	363
DYNF	US	ISHRS US E F R A ETF-USD INC	0.011	4	369
UCON	US	FIRST TRUST TCW UNCONSTRAINE	0.009	2	213
JCPB	US	JPMORGAN CORE PLUS BOND ETF	0.008	2	237
SDVY	US	FIRST TRUST SMID CAP RISING	0.008	3	361
FHLC	US	FIDELITY HEALTH CARE ETF	0.008	2	246
FIXD	US	FIRST TRUST TCW OPP FIXED IN	0.008	2	254
XMMO	US	INVESCO S&P MIDCAP MOMENTUM	0.007	2	279
XMHQ	US	INVESCO S&P MIDCAP QUAL ETF	0.007	2	290
IWY	US	ISHARES RUSSELL TOP 200 GROW	0.007	3	439