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Bank of America

BANK OF AMERICA CORP /DE/

BANK OF AMERICA CORPORATE CENTER 100 N TRYON ST, CHARLOTTE, NC 28255 • 7043868486

Q1 2025 · Filed 2025-05-15
Market Value
$1.1T
+4.1%
Holdings
13,470
+283
New Purchases
283
Added To
4,267
Closed
6,235
Reduced
2,318
Top 10 Concentration
17.2%
Turnover
48.4%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
IVV 1.26% 0.97% +0.30% $14.2B
IEFA 1.44% 1.25% +0.20% $16.2B
SPLG 0.18% 0.05% +0.14% $2.1B
T 0.25% 0.11% +0.14% $2.8B
XOM 0.78% 0.65% +0.13% $8.8B
TLT 0.75% 0.64% +0.11% $8.4B
ABBV 0.52% 0.42% +0.10% $5.9B
JNJ 0.41% 0.30% +0.10% $4.6B
V 0.77% 0.68% +0.10% $8.7B
LLY 0.81% 0.71% +0.09% $9.1B
GS 0.24% 0.16% +0.09% $2.7B
SPHY 0.09% 0.00% +0.08% $973M
VEA 0.85% 0.78% +0.08% $9.6B
VCIT 0.55% 0.47% +0.08% $6.2B
USHY 0.09% 0.02% +0.08% $1.0B

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
AVGO 0.95% 1.32% -0.37% $10.7B
AAPL 2.41% 2.75% -0.34% $27.1B
GOVT 0.64% 0.90% -0.26% $7.2B
MSFT 2.44% 2.65% -0.21% $27.5B
AMZN 1.38% 1.58% -0.20% $15.6B
TSLA 0.57% 0.74% -0.17% $6.4B
GOOGL 0.98% 1.15% -0.17% $11.0B
IWF 0.98% 1.13% -0.16% $11.0B
NVDA 2.02% 2.17% -0.15% $22.7B
VGT 0.75% 0.88% -0.13% $8.5B
GOOG 0.47% 0.60% -0.12% $5.3B
MBB 0.52% 0.64% -0.12% $5.9B
SCHO 0.23% 0.36% -0.12% $2.6B
EFAV 0.03% 0.15% -0.12% $333M
VGIT 0.24% 0.34% -0.10% $2.7B

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Financial Services 88.5%
Technology 3.7%
Industrials 1.7%
Healthcare 1.5%
Consumer Cyclical 1.4%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 74 $405.9B 36.1%
Large Cap 1,045 $608.3B 54.1%
Mid Cap 1,465 $85.0B 7.6%
Small Cap 2,222 $22.2B 2.0%
Micro Cap 2,766 $2.0B 0.2%

Portfolio Analytics

Avg Market Cap
$13.8B
Median Market Cap
$700M
Avg P/E
28.2
Median P/E
17.3
Avg Dividend Yield
0.04%
Avg Beta
1.68
# Stocks
5,079
# ETFs / Funds
2,515

Top Holdings (13,470 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 MSFT 2.44% 73,126,133 $27.5B $375.39 -$1.2B +5,050,233 +7.4%
2 AAPL 2.41% 121,955,229 $27.1B $222.13 -$2.7B +3,169,879 +2.7%
3 NVDA 2.02% 209,820,557 $22.7B $108.38 -$746M +34,926,619 +20.0%
4 VTV 1.91% 124,303,042 $21.5B $172.74 $1.1B +4,045,204 +3.4%
5 VUG 1.60% 48,535,880 $18.0B $370.82 $175M +5,112,756 +11.8%
6 SPY 1.58% 31,843,196 $17.8B $559.39 $339M +2,027,790 +6.8%
7 IEFA 1.44% 214,611,479 $16.2B $75.65 $2.8B +22,873,405 +11.9%
8 AMZN 1.38% 81,753,724 $15.6B $190.26 -$1.6B +3,741,174 +4.8%
9 IVV 1.26% 25,314,493 $14.2B $561.90 $3.8B +7,554,054 +42.5%
10 VOO 1.12% 24,557,361 $12.6B $513.91 -$264M +644,824 +2.7%
11 JPM 1.04% 47,585,655 $11.7B $245.30 -$167M -1,808,000 -3.7%
12 GOOGL 0.98% 71,240,397 $11.0B $154.64 -$1.4B +5,754,686 +8.8%
13 IWF 0.98% 30,446,679 $11.0B $361.09 -$1.3B -115,668 -0.4%
14 AVGO 0.95% 64,083,838 $10.7B $167.43 -$3.5B +2,526,487 +4.1%
15 VEA 0.85% 188,798,011 $9.6B $50.83 $1.2B +13,404,897 +7.6%
16 IWD 0.85% 50,568,567 $9.5B $188.16 -$493M -3,493,025 -6.5%
17 IEMG 0.83% 174,132,389 $9.4B $53.97 $799M +9,470,474 +5.8%
18 LLY 0.81% 11,012,815 $9.1B $825.91 $1.4B +1,001,193 +10.0%
19 META 0.79% 15,367,088 $8.9B $576.36 $123M +449,916 +3.0%
20 XOM 0.78% 74,032,673 $8.8B $118.93 $1.8B +8,511,889 +13.0%
21 V 0.77% 24,788,936 $8.7B $350.46 $1.4B +1,653,030 +7.1%
22 VGT 0.75% 15,662,403 $8.5B $542.38 -$1.0B +324,166 +2.1%
23 TLT 0.75% 92,808,202 $8.4B $91.03 $1.5B +13,588,369 +17.2%
24 GOVT 0.64% 312,744,235 $7.2B $22.99 -$2.6B -111,189,434 -26.2%
25 QQQ 0.64% 15,276,140 $7.2B $468.92 $325M +1,900,506 +14.2%
26 WMT 0.60% 76,649,355 $6.7B $87.79 $293M +5,419,681 +7.6%
27 IUSV 0.59% 72,208,229 $6.7B $92.29 $35M +607,522 +0.8%
28 IWM 0.58% 32,613,821 $6.5B $199.49 -$820M -541,055 -1.6%
29 TSLA 0.57% 24,858,815 $6.4B $259.16 -$1.6B +4,992,850 +25.1%
30 COST 0.56% 6,710,789 $6.3B $945.78 $97M -110,645 -1.6%
31 VCIT 0.55% 75,688,795 $6.2B $81.76 $1.1B +11,984,268 +18.8%
32 BNDX 0.55% 125,747,611 $6.1B $48.82 $317M +7,048,960 +5.9%
33 PG 0.52% 34,459,100 $5.9B $170.42 $763M +3,979,298 +13.1%
34 MBB 0.52% 62,533,177 $5.9B $93.78 -$1.1B -13,453,088 -17.7%
35 ABBV 0.52% 27,953,530 $5.9B $209.52 $1.4B +2,629,565 +10.4%
36 HD 0.50% 15,510,290 $5.7B $366.49 -$297M +133,692 +0.9%
37 IUSG 0.49% 43,115,342 $5.5B $127.08 -$25M +3,617,177 +9.2%
38 VB 0.47% 24,087,584 $5.3B $221.75 -$622M -730,756 -2.9%
39 GOOG 0.47% 34,176,415 $5.3B $156.23 -$1.1B +188,929 +0.6%
40 IWR 0.47% 62,458,385 $5.3B $85.07 -$135M +828,468 +1.3%
41 NFLX 0.46% 5,493,515 $5.1B $932.53 $865M +716,583 +15.0%
42 VCSH 0.45% 63,901,578 $5.0B $78.94 $282M +2,851,218 +4.7%
43 XLV 0.44% 34,121,943 $5.0B $146.01 -$52M -2,473,670 -6.8%
44 VWO 0.44% 109,028,088 $4.9B $45.26 $218M +1,939,598 +1.8%
45 BRK-B 0.44% 9,196,495 $4.9B $532.58 $799M +152,852 +1.7%
46 XLF 0.42% 95,706,694 $4.8B $49.81 $333M +3,956,150 +4.3%
47 MCD 0.41% 14,852,796 $4.6B $312.37 $856M +1,799,765 +13.8%
48 JNJ 0.41% 27,510,501 $4.6B $165.84 $1.3B +4,972,642 +22.1%
49 UNH 0.40% 8,574,601 $4.5B $523.75 $557M +797,655 +10.3%
50 CVX 0.39% 26,354,169 $4.4B $167.29 $741M +1,033,934 +4.1%
51 VO 0.38% 16,625,845 $4.3B $258.62 -$74M +67,175 +0.4%
52 VIG 0.38% 21,874,924 $4.2B $193.99 -$602M -2,868,467 -11.6%
53 BLK 0.37% 4,443,863 $4.2B $946.48 -$913M -549,443 -11.0%
54 AGG 0.37% 41,987,253 $4.2B $98.92 -$87M -1,770,993 -4.0%
55 PGR 0.37% 14,654,489 $4.1B $283.01 $684M +199,862 +1.4%
56 XLC 0.37% 42,953,530 $4.1B $96.45 -$60M -462,624 -1.1%
57 PEP 0.36% 27,297,864 $4.1B $149.94 $498M +3,658,172 +15.5%
58 IJH 0.36% 69,457,308 $4.1B $58.35 -$171M +1,669,430 +2.5%
59 IBM 0.35% 16,046,123 $4.0B $248.66 $440M -103,681 -0.6%
60 RTX 0.34% 29,183,945 $3.9B $132.46 $885M +3,424,200 +13.3%
61 RSP 0.34% 22,212,820 $3.8B $173.23 $54M +561,957 +2.6%
62 XLY 0.34% 19,479,965 $3.8B $197.46 -$317M +923,929 +5.0%
63 VTI 0.32% 13,174,684 $3.6B $274.84 -$195M +8,956 +0.1%
64 ETN 0.31% 12,937,298 $3.5B $271.83 -$267M +1,537,418 +13.5%
65 IJR 0.31% 32,997,959 $3.5B $104.57 -$244M +931,451 +2.9%
66 VONG 0.30% 35,789,907 $3.3B $92.79 $314M +6,680,847 +23.0%
67 IDEV 0.29% 47,738,453 $3.3B $68.89 $930M +11,157,900 +30.5%
68 GLD 0.29% 11,369,977 $3.3B $288.14 $634M +458,445 +4.2%
69 COWZ 0.29% 59,120,377 $3.2B $54.76 -$327M -3,991,454 -6.3%
70 BSX 0.28% 31,557,054 $3.2B $100.88 $729M +4,078,325 +14.8%
71 VBR 0.28% 17,000,309 $3.2B $186.29 -$490M -1,451,913 -7.9%
72 WELL 0.28% 20,373,504 $3.1B $153.21 $764M +1,666,716 +8.9%
73 TXN 0.27% 17,140,359 $3.1B $179.70 $253M +2,061,638 +13.7%
74 MUB 0.27% 28,842,668 $3.0B $105.44 -$249M -2,038,521 -6.6%
75 MA 0.27% 5,474,485 $3.0B $548.12 $81M -69,589 -1.3%
76 EFA 0.27% 36,678,410 $3.0B $81.73 $225M +1,345 +0.0%
77 WFC 0.26% 41,248,543 $3.0B $71.79 $830M +10,908,035 +36.0%
78 CSCO 0.26% 47,519,387 $2.9B $61.71 $183M +1,081,162 +2.3%
79 CRM 0.25% 10,437,093 $2.8B $268.36 -$287M +1,199,644 +13.0%
80 MRK 0.25% 31,084,245 $2.8B $89.76 -$835M -5,360,697 -14.7%
81 T 0.25% 97,864,796 $2.8B $28.28 $1.6B +45,406,575 +86.6%
82 PANW 0.24% 16,122,479 $2.8B $170.64 -$192M -49,833 -0.3%
83 ABT 0.24% 20,721,508 $2.7B $132.65 $624M +1,941,212 +10.3%
84 VFH 0.24% 22,992,787 $2.7B $119.47 $31M -10,871 -0.0%
85 SMH 0.24% 12,902,767 $2.7B $211.47 -$119M +1,145,552 +9.7%
86 GS 0.24% 4,991,143 $2.7B $546.29 $1.0B +2,040,165 +69.1%
87 SPGI 0.24% 5,339,476 $2.7B $508.10 $256M +405,394 +8.2%
88 VGIT 0.24% 45,610,372 $2.7B $59.40 -$1.0B -18,458,399 -28.8%
89 WMB 0.24% 44,810,863 $2.7B $59.76 $116M -2,518,726 -5.3%
90 XLK 0.24% 12,879,766 $2.7B $206.48 -$251M +365,060 +2.9%
91 SCHO 0.23% 108,280,589 $2.6B $24.34 -$1.2B -51,963,959 -32.4%
92 HON 0.23% 12,428,620 $2.6B $211.75 -$479M -1,344,340 -9.8%
93 TJX 0.23% 21,565,107 $2.6B $121.80 $346M +2,686,315 +14.2%
94 XLE 0.23% 27,812,844 $2.6B $93.45 -$247M -5,412,389 -16.3%
95 UNP 0.23% 10,952,375 $2.6B $236.24 $254M +720,835 +7.0%
96 KO 0.23% 35,540,733 $2.5B $71.62 $704M +5,971,939 +20.2%
97 LOW 0.23% 10,888,341 $2.5B $233.23 $148M +1,199,384 +12.4%
98 NOW 0.22% 3,161,107 $2.5B $796.14 -$686M +139,681 +4.6%
99 XLP 0.22% 30,536,033 $2.5B $81.67 $211M +1,493,522 +5.1%
100 VBK 0.22% 9,855,905 $2.5B $251.77 -$200M +280,996 +2.9%

Options Breakdown

1,543 Calls $36.6B Call Value 1,544 Puts $75.5B Put Value 2.06 P/C Ratio

Top Calls

SymbolSharesValueStatus
SPY 8,504,300 $4.8B
QQQ 7,453,300 $3.5B
AAPL 7,772,700 $1.7B
META 2,773,182 $1.6B
NVDA 13,896,433 $1.5B
XLF 28,063,600 $1.4B
IWM 6,793,600 $1.4B
HYG 14,075,000 $1.1B
GLD 3,654,900 $1.1B
TLT 10,550,200 $960M

Top Puts

SymbolSharesValueStatus
QQQ 30,809,600 $14.4B
SPY 20,848,200 $11.7B
IWM 58,392,900 $11.6B
NVDA 47,932,508 $5.2B
TSLA 18,217,119 $4.7B
HYG 28,093,600 $2.2B
XLF 40,760,200 $2.0B
AAPL 7,856,800 $1.7B
MSFT 3,046,200 $1.1B
AMZN 5,790,900 $1.1B

New Positions

SymbolValue% Port
QGEN $136M 0.01%
FLGV $106M 0.01%
HIMU $84M 0.01%
VG $39M —%
CNR $30M —%
VPLS $28M —%
SNDK $22M —%
MRP $22M —%
VCRB $16M —%
GPN Note
1.5% due 03/01/31
$16M —%
OUT $12M —%
MSTR Note
0.875% due 03/15/31
$11M —%
ENGN $9M —%
PRIV $9M —%
CGCB $9M —%

Sold Out Positions

SymbolValue% Port
CARY —%
RETL —%
TSMX —%
SPTB —%
ISHP —%
DFGR —%
FCAL —%
GUSH —%
TYA —%
FIGB —%
GSIW —%
TAXF —%
ELBM —%
DXD —%
TAIL —%
View SEC EDGAR Filings for Bank of America →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms