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STOCKS
SPY
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NVDA
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AMZN
BABA
HELO
JPMorgan Hedged Equity Laddered Overlay ETF
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HELO ETF Holdings Information

HELO has a total of 160 holdings. The top 10 holdings account for 36.80%.
Compare
Holdings Count
160
Total Assets
2.93B
Top 10 Percentage
36.80%
Asset Class
Equity
Category
Size And Style
Region
North America
See the full list of holdings, find out what stocks are the most undervalued and get access to the all ETF's smart score and filters.Go Premium
160 Holdings as of May 05, 2025
160 Holdings as of May 05, 2025
Name
Weight %
Market Value
Price & Change
Market Cap
Yearly Gain
Analyst Consensus
Analyst Price Target
Smart Score
Follow
MSFT
Microsoft
7.62%
$219.98M
―
$3.24T
5.47%
29 Buy
5 Hold
0 Sell
Strong Buy
―
AAPL
Apple Inc
6.55%
$189.29M
―
$3.08T
9.45%
17 Buy
8 Hold
4 Sell
Moderate Buy
―
NVDA
Nvidia Corporation
6.16%
$178.02M
―
$2.79T
23.53%
34 Buy
5 Hold
1 Sell
Strong Buy
―
AMZN
Amazon.Com, Inc.
4.21%
$121.53M
―
$2.02T
-1.24%
49 Buy
1 Hold
0 Sell
Strong Buy
―
META
Meta Platforms, Inc.
3.11%
$89.69M
―
$1.50T
28.69%
41 Buy
2 Hold
1 Sell
Strong Buy
―
GOOGL
Alphabet Inc. Class A
1.99%
$57.58M
―
$2.00T
-2.31%
29 Buy
9 Hold
0 Sell
Strong Buy
―
AVGO
Broadcom Inc.
1.92%
$55.52M
―
$957.50B
53.19%
24 Buy
2 Hold
0 Sell
Strong Buy
―
BRK.B
Berkshire Hathaway B
1.80%
$52.07M
―
$1.16T
26.48%
2 Buy
1 Hold
0 Sell
Moderate Buy
―
MA
Mastercard Inc
1.75%
$50.60M
―
$507.95B
24.87%
18 Buy
2 Hold
0 Sell
Strong Buy
―
V
Visa Inc.
1.68%
$48.47M
―
$674.05B
27.86%
22 Buy
4 Hold
0 Sell
Strong Buy
―
Rows:
10

Sector Breakdown

32.70%Technology13.82%Financial12.42%Consumer Cyclical10.40%Healthcare8.91%Communication Services8.00%Industrials4.01%Consumer Defensive3.18%Energy2.57%Utilities2.08%Real Estate1.92%Basic Materials32.70%Technology
Technology
32.70%
Financial
13.82%
Consumer Cyclical
12.42%
Healthcare
10.40%
Communication Services
8.91%
Industrials
8.00%
Consumer Defensive
4.01%
Energy
3.18%
Utilities
2.57%
Real Estate
2.08%
Basic Materials
1.92%

Countries Breakdown

100.00%United States100.00%United States
United States
100.00%

Breakdown By Smart Score

18.82%Outperform1015.66%Outperform913.11%Outperform816.53%Neutral76.95%Neutral614.05%Neutral57.93%Neutral42.49%Underperform34.47%Underperform27
The weighted average smart score of the HELO ETF is 7
10
18.82%
9
15.66%
8
13.11%
7
16.53%
6
6.95%
5
14.05%
4
7.93%
3
2.49%
2
4.47%
1
0.00%

HELO ETF FAQ

What are ETF HELO’s top 3 holdings?
HELO’s top 3 holdings are MSFT, AAPL, NVDA.
    What is ETF HELO’s holdings count?
    ETF HELO’s is holdings 160 different assets.
      What are the total assets of ETF HELO?
      ETF HELO’s total assets are 2.93B.

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