Richard S. Fuld – Matrix Private Capital Group Portfolio Activity & Recent Trades (Jun 30, 2025)
As of Jun 30, 2025, the Matrix Private Capital Group portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Aug 14, 2025. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.
During Q2 2025, the filing reported:
New Buys – Sprott Physical Gold Trust (PHYS), The Gabelli Dividend and Income (XGDVX), Vanguard Short-Term Corporate B (VCSH), iShares S&P SmallCap 600 Value (IJS), Vanguard Russell 1000 Growth ET (VONG), and 1 more
Increases – Invesco Senior Loan ETF (BKLN), iShares Flexible Income Active (BINC), Cohen & Steers Infrastructure F (UTF), Cohen & Steers Quality Income R (RQI), iShares Bitcoin Trust ETF (IBIT), and 13 more
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
Matrix Private Capital Group Activity
| Date | Symbol | Type | Quantity |
|---|---|---|---|
Q2 2024Jun 30, 2024 | GOOGL Alphabet Inc. | Buy | +226+3.9% |
Q2 2024Jun 30, 2024 | ICLN iShares Global Clean Energy ETF | Buy | +200+80.0% |
Q2 2024Jun 30, 2024 | VGT Vanguard Information Tech ETF | Buy | +184+39.7% |
Q2 2024Jun 30, 2024 | SDY SPDR S&P Dividend ETF | Buy | +150+4.2% |
Q2 2024Jun 30, 2024 | BRK-B Berkshire Hathaway Inc. New | Buy | +135+7.7% |
Q2 2024Jun 30, 2024 | WRB W.R. Berkley Corporation | Buy | +130+2.2% |
Q2 2024Jun 30, 2024 | NVO Novo Nordisk A/S | Buy | +129+7.9% |
Q2 2024Jun 30, 2024 | INDA Ishares MSCI India ETF | Buy | +125+2.3% |
Q2 2024Jun 30, 2024 | GOOG Alphabet Inc. | Buy | +120+6.0% |
Q2 2024Jun 30, 2024 | HQH Tekla Healthcare Investors | Buy | +100+0.2% |
Q2 2024Jun 30, 2024 | IVE iShares S&P 500 Value ETF | Buy | +100+2.4% |
Q2 2024Jun 30, 2024 | VB Vanguard Small-Cap ETF | Buy | +99+3.2% |
Q2 2024Jun 30, 2024 | IWF iShares Russell 1000 Growth ETF | Buy | +96+1.9% |
Q2 2024Jun 30, 2024 | JPM JP Morgan Chase & Co. | Buy | +89+0.9% |
Q2 2024Jun 30, 2024 | WFC Wells Fargo & Company | Buy | +73+1.4% |
Q2 2024Jun 30, 2024 | MRK Merck & Company, Inc. | Buy | +72+0.9% |
Q2 2024Jun 30, 2024 | VOE Vanguard Mid-Cap Value ETF | Buy | +68+11.2% |
Q2 2024Jun 30, 2024 | CDW CDW Corporation | Buy | +63+3.5% |
Q2 2024Jun 30, 2024 | CSL Carlisle Companies Incorporated | Buy | +63+5.5% |
Q2 2024Jun 30, 2024 | V Visa Inc. | Buy | +50+2.3% |
Q2 2024Jun 30, 2024 | VZ Verizon Communications Inc. | Buy | +47+0.6% |
Q2 2024Jun 30, 2024 | CVX Chevron Corporation | Buy | +45+0.2% |
Q2 2024Jun 30, 2024 | ABBV AbbVie Inc. | Buy | +29+1.4% |
Q2 2024Jun 30, 2024 | IBM International Business Machines | Buy | +24+0.5% |
Q2 2024Jun 30, 2024 | ALL Allstate Corporation (The) | Buy | +22+0.8% |
Q2 2024Jun 30, 2024 | OKE ONEOK, Inc. | Buy | +21+0.5% |
Q2 2024Jun 30, 2024 | AMT American Tower Corporation (REI | Buy | +20+1.8% |
Q2 2024Jun 30, 2024 | UNH UnitedHealth Group Incorporated | Buy | +19+3.6% |
Q2 2024Jun 30, 2024 | PM Philip Morris International Inc | Buy | +16+0.1% |
Q2 2024Jun 30, 2024 | DUK Duke Energy Corporation (Holdin | Buy | +15+0.7% |