HELO ETF

HELO ETF
$68.96
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HELO holds 39.8% of its assets in its 10 largest positions as of Aug 31, 2026. HELO is JPMorgan Hedged Equity Laddered Overlay ETF.

Showing the top 10 of 165 holdings · as of Aug 31, 2026
Top 10 weight
39.81%
HELO top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1
NVDA
Nvidia CorpInfo Tech · Semiconductors
8.50%
8.5%1,836,048$405.36MInfo TechSemiconductors
2
AAPL
Apple, IncInfo Tech · Tech Hardware
6.63%
15.1%997,993$316.21MInfo TechTech Hardware
Sector and industry · Pro
3
MSFT
Microsoft Corp
6.28%
21.4%589,980$299.29M
4
AMZN
Amazon.com Inc
4.34%
25.8%796,976$207.03M
5
GOOGL
Alphabet Inc,Class A
3.05%
28.8%428,917$145.55M
6
AVGO
Broadcom Inc
2.82%
31.6%363,642$134.67M
7
VMVXX
JPMorgan Prime Money Market Fund, Class Im
2.28%
33.9%108,947,255$108.96M
8
GOOG
Alphabet Inc
2.18%
36.1%309,731$103.89M
9
META
Meta Platforms Inc
1.97%
38.0%164,297$94.03M
10
MU
Micron Technology, Inc.
1.76%
39.8%87,337$83.73M
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Themes in the top 10
Artificial IntelligenceSemiconductorsCloud ComputingInternet & DigitalNetworking InfrastructureCybersecurityData & AnalyticsDigital AdvertisingPaymentsGlobal BankingInterest RatesMarket InfrastructureEmerging TechMillennials & Gen Z

HELO ETF Top Holdings

HELO holdings top 10 positions. The top 10 holdings account for 39.8% of the fund, led by Nvidia Corp at 8.5%, Apple, Inc at 6.6%, Microsoft Corp at 6.3%.

HELO portfolio concentration is moderate, with the top 10 representing 39.8% of total assets. The largest sector exposure is Information Technology at 38.2%.

HELO sectors provide a detailed breakdown. HELO overlap shows how holdings compare to other funds in your portfolio.

Showing 10 of 163 holdingsTop 10 Weight: 39.81%
#TickerNameIndustryWeightAllocation
1NVDANvidia CorpInformation Technology8.50%
2AAPLApple, IncInformation Technology6.63%
3MSFTMicrosoft CorpInformation Technology6.28%
4AMZNAmazon.Com IncConsumer Discretionary4.34%
5GOOGLAlphabet Inc,class ACommunication Services3.05%
6AVGOBroadcom IncInformation Technology2.82%
7VMVXXJpmorgan Prime Money Market Fund, Class ImFinancials2.28%
8GOOGAlphabet IncCommunication Services2.18%
9METAMeta Platforms IncCommunication Services1.97%
10MUMicron Technology, Inc.Information Technology1.76%
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Holdings Distribution

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