Sometimes the most unlikely people end up making the same bets. Rep. Marjorie Taylor Greene (R-Ga.) has built a reputation as one of Congress's most tracked stock traders, racking up impressive returns over several years. Dan Ives, meanwhile, is Wedbush's star analyst who never met a TV camera he didn't like and covers some of the hottest names in tech and AI. Put their portfolios side by side, and you'll find 16 stocks they both own. Some are obvious. Others might make you raise an eyebrow.
The overlap comes from comparing Greene's disclosed trades dating back to 2021 with the holdings in the Dan Ives Wedbush AI Revolution ETF (IVES), which Ives launched earlier this year to package his best AI stock picks into one fund. The shared positions paint a picture of two very different investors arriving at remarkably similar conclusions about where technology is headed.
The Tech Titans They Both Love
Let's start with the heavy hitters. Alphabet Inc. (GOOG)(GOOGL) sits at the top of the Ives ETF as its largest holding at 6.18% of assets. Greene clearly agrees with that assessment. She's purchased the stock seven times already in 2025 alone, adding to previous buys stretching back years.
Broadcom Inc. (AVGO) claims the second spot in Ives's ETF at 5.28% of assets. Greene's involvement here is more modest—just one disclosed purchase back in 2021 valued between $1,000 and $15,000. Still, she saw something worth buying.
Then there's Tesla Inc. (TSLA), the Elon Musk vehicle that Ives never stops talking about. It's the fourth-largest holding in his ETF at 5.12% of assets. Greene has been even more enthusiastic, buying Tesla shares nine times in 2025 and making regular purchases since 2021. That's a lot of conviction in electric vehicles and whatever else Musk is up to these days.
Apple Inc. (AAPL) rounds out the Magnificent Seven stocks they share, ranking fifth in the Ives ETF at 5.11% of assets. Greene bought and sold Apple back in 2021, then came back for multiple purchases in 2025. Maybe she decided the iPhone maker's AI ambitions were worth another look.
The Chip Sector Gets Serious Attention
Both investors are betting big on semiconductors, the picks-and-shovels play for the AI boom. Taiwan Semiconductor Manufacturing (TSM) holds the sixth spot in the ETF at 5.10% of assets. Greene bought shares twice in 2021, placing her bet on the company that manufactures chips for basically everyone.
NVIDIA Corp (NVDA) needs no introduction at this point. The chip giant ranks seventh in the Ives ETF at 4.53% of assets. Greene has purchased Nvidia six times in 2025, adding to multiple buys since 2021. She clearly got the memo about AI requiring massive computing power.
Advanced Micro Devices (AMD) represents another shared chip conviction, sitting at 4.39% of the ETF as its eighth-largest holding. Greene has been particularly active here, disclosing more than a dozen AMD purchases since 2021, including multiple buys in 2025. That's commitment to the thesis.
Big Tech Rounds Out the Portfolio
Amazon.com Inc. (AMZN) claims ninth place in the Ives ETF at 4.17% of assets. Greene has traded Amazon stock over a dozen times, including a purchase as recently as October. The e-commerce giant's cloud computing business clearly fits both their AI narratives.
Microsoft Corp. (MSFT) just misses the ETF's top 10, landing at 11th with 4.04% of assets. Greene has made several Microsoft buys, including three in 2025. Between Azure cloud services and the OpenAI partnership, Microsoft offers plenty of AI exposure.
Meta Platforms (META) appears in the Ives ETF at 3.47% of assets. Greene has been remarkably active here, making over a dozen Meta purchases across 2024 and 2025. That's interesting given her past criticisms of social media platforms, though Meta's AI investments might be the draw.
The Enterprise Software Plays
Palantir Technologies (PLTR) holds 3.67% of the Ives ETF's assets. Greene bought Palantir four times in 2025, purchases that stirred controversy given her committee assignments and potential access to information. The data analytics company has become an AI darling, which explains the mutual interest.
CrowdStrike Holdings (CRWD) represents 3.14% of the ETF. Greene has disclosed five purchases since 2024. The cybersecurity company recovered nicely from its summer outage drama.
Salesforce Inc. (CRM) sits at 2.87% of ETF assets. Greene made one disclosed purchase back in 2021, showing early interest in the CRM giant's enterprise software business.
ServiceNow Inc. (NOW) accounts for 2.72% of the Ives ETF. Greene has bought shares dating back to 2021, with several purchases in 2025. The workflow automation company fits squarely in the AI enterprise story.
Palo Alto Networks (PANW) represents 2.67% of assets in the ETF. Greene bought the cybersecurity stock seven times across 2024 and 2025, showing consistent interest in network security.
Snowflake Inc. (SNOW) is one of the smaller shared holdings at 2.47% of the Ives ETF. Greene has purchased shares four times in 2025. The cloud data platform fits the broader AI infrastructure theme.
Two Different Approaches, Similar Conclusions
Here's where things get interesting. Greene has stated that a portfolio manager handles all her trades, which should theoretically insulate her from accusations of trading on inside information. She brushed off criticism earlier this year when she bought numerous stocks right before Trump announced a tariff pause that sent markets soaring. Her trades typically fall in the $1,000 to $15,000 range and focus heavily on large-cap tech companies. Recent disclosures show she's also started picking up some stocks at 52-week lows, potentially adding a value investing angle to her strategy.
Greene recently announced her future resignation from Congress, which could end these public trading disclosures entirely. Until then, people will keep watching.
Ives, on the other hand, launched the Wedbush AI Revolution ETF to give everyday investors access to his top AI picks. The fund's website explains it this way: "The Dan Ives Wedbush AI Revolution ETF seeks to capitalize on the rapid growth of artificial intelligence by investing in companies poised to lead the AI transformation. This fund offers investors exposure to a diversified portfolio of firms at the cutting edge of AI technology."
Earlier this year, Ives highlighted the Trump administration and its AI Action Plan as critical catalysts for AI growth. "We have barely scratched the surface of this 4th Industrial Revolution now playing out around the world led by the Big Tech stalwarts," Ives said previously. That perspective clearly drives his ETF construction.
What makes the overlap fascinating isn't that both own popular tech stocks—everyone and their grandmother owns some combination of Apple, Microsoft, and Nvidia these days. It's the depth of the overlap across 16 positions and the similar weighting toward AI infrastructure plays like semiconductors and enterprise software. Whether through professional portfolio management or Wall Street analysis, both ended up placing similar bets on how artificial intelligence will reshape business and technology. Maybe the AI revolution thesis is just that obvious once you start looking at the companies building it.
