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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

Q2 2025 · Filed 2025-08-14
Market Value
$1.2T
+10.2%
Holdings
13,826
+356
New Purchases
356
Added To
3,964
Closed
6,507
Reduced
2,743
Top 10 Concentration
18.2%
Turnover
49.6%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
NVDA 2.57% 2.02% +0.55% $31.9B
AVGO 1.49% 0.95% +0.54% $18.5B
MSFT 2.81% 2.44% +0.38% $34.9B
META 1.06% 0.79% +0.27% $13.1B
JPM 1.26% 1.04% +0.22% $15.6B
NFLX 0.62% 0.46% +0.17% $7.7B
SPLG 0.35% 0.18% +0.16% $4.3B
QQQ 0.79% 0.64% +0.16% $9.9B
VUG 1.75% 1.60% +0.15% $21.7B
AMZN 1.51% 1.38% +0.13% $18.8B
ORCL 0.31% 0.21% +0.10% $3.8B
TSLA 0.67% 0.57% +0.09% $8.3B
AVEM 0.10% 0.01% +0.09% $1.2B
PLTR 0.18% 0.11% +0.07% $2.3B
VZ 0.20% 0.13% +0.07% $2.4B

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
AAPL 1.93% 2.41% -0.47% $24.0B
TLT 0.44% 0.75% -0.32% $5.4B
IVV 1.07% 1.26% -0.20% $13.2B
ABBV 0.38% 0.52% -0.14% $4.7B
PEP 0.22% 0.36% -0.14% $2.7B
UNH 0.26% 0.40% -0.14% $3.2B
XOM 0.66% 0.78% -0.13% $8.1B
PG 0.40% 0.52% -0.12% $5.0B
MCD 0.30% 0.41% -0.11% $3.7B
LLY 0.71% 0.81% -0.10% $8.8B
V 0.68% 0.77% -0.09% $8.4B
CVX 0.30% 0.39% -0.09% $3.7B
PGR 0.29% 0.37% -0.08% $3.5B
BRK-B 0.35% 0.44% -0.08% $4.4B
PLD 0.09% 0.17% -0.08% $1.1B

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 $459.9B 37.1%
Large Cap 1,053 $659.6B 53.2%
Mid Cap 1,487 $93.8B 7.6%
Small Cap 2,283 $23.5B 1.9%
Micro Cap 2,954 $2.0B 0.2%

Portfolio Analytics

Avg Market Cap
$13.3B
Median Market Cap
$655M
Avg P/E
28.1
Median P/E
17.2
Avg Dividend Yield
0.04%
Avg Beta
1.66
# Stocks
5,248
# ETFs / Funds
2,625

Top Holdings (13,826 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 MSFT 2.81% 70,183,587 $34.9B $497.41 $7.5B -2,942,546 -4.0%
2 NVDA 2.57% 201,700,615 $31.9B $157.99 $9.1B -8,119,942 -3.9%
3 AAPL 1.93% 116,858,984 $24.0B $205.17 -$3.1B -5,096,245 -4.2%
4 VTV 1.83% 128,140,618 $22.6B $176.74 $1.2B +3,837,576 +3.1%
5 VUG 1.75% 49,386,990 $21.7B $438.40 $3.7B +851,110 +1.8%
6 SPY 1.54% 30,863,060 $19.1B $617.85 $1.3B -980,136 -3.1%
7 AMZN 1.51% 85,637,234 $18.8B $219.39 $3.2B +3,883,510 +4.8%
8 AVGO 1.49% 67,152,761 $18.5B $275.65 $7.8B +3,068,923 +4.8%
9 IEFA 1.48% 220,025,516 $18.4B $83.48 $2.1B +5,414,037 +2.5%
10 JPM 1.26% 53,873,014 $15.6B $289.91 $3.9B +6,287,359 +13.2%
11 VOO 1.15% 25,095,520 $14.3B $568.03 $1.6B +538,159 +2.2%
12 IVV 1.07% 21,308,219 $13.2B $620.90 -$994M -4,006,274 -15.8%
13 META 1.06% 17,745,408 $13.1B $738.09 $4.2B +2,378,320 +15.5%
14 GOOGL 1.00% 70,489,308 $12.4B $176.23 $1.4B -751,089 -1.1%
15 IWF 1.00% 29,219,044 $12.4B $424.58 $1.4B -1,227,635 -4.0%
16 VEA 0.89% 194,545,244 $11.1B $57.01 $1.5B +5,747,233 +3.0%
17 IEMG 0.85% 175,179,338 $10.5B $60.03 $1.1B +1,046,949 +0.6%
18 VGT 0.82% 15,400,220 $10.2B $663.28 $1.7B -262,183 -1.7%
19 QQQ 0.79% 17,862,401 $9.9B $551.64 $2.7B +2,586,261 +16.9%
20 IWD 0.78% 49,816,823 $9.7B $194.23 $161M -751,744 -1.5%
21 LLY 0.71% 11,263,166 $8.8B $779.53 -$316M +250,351 +2.3%
22 V 0.68% 23,654,770 $8.4B $355.05 -$289M -1,134,166 -4.6%
23 TSLA 0.67% 25,981,479 $8.3B $317.66 $1.8B +1,122,664 +4.5%
24 XOM 0.66% 75,433,914 $8.1B $107.80 -$673M +1,401,241 +1.9%
25 IWM 0.65% 37,178,220 $8.0B $215.79 $1.5B +4,564,399 +14.0%
26 NFLX 0.62% 5,773,681 $7.7B $1,339.13 $2.6B +280,166 +5.1%
27 GOVT 0.60% 321,504,611 $7.4B $22.98 $200M +8,760,376 +2.8%
28 WMT 0.59% 75,017,950 $7.3B $97.78 $606M -1,631,405 -2.1%
29 IUSV 0.57% 74,402,651 $7.0B $94.63 $377M +2,194,422 +3.0%
30 COST 0.56% 6,983,830 $6.9B $989.94 $567M +273,041 +4.1%
31 IUSG 0.53% 43,464,067 $6.5B $150.40 $1.1B +348,725 +0.8%
32 VCIT 0.51% 76,387,371 $6.3B $82.92 $146M +698,576 +0.9%
33 BNDX 0.51% 126,881,852 $6.3B $49.51 $143M +1,134,241 +0.9%
34 MBB 0.49% 64,329,626 $6.0B $93.89 $176M +1,796,449 +2.9%
35 VB 0.46% 24,253,000 $5.7B $236.98 $406M +165,416 +0.7%
36 GOOG 0.46% 32,132,095 $5.7B $177.39 $361M -2,044,320 -6.0%
37 IWR 0.45% 60,814,837 $5.6B $91.97 $280M -1,643,548 -2.6%
38 VWO 0.45% 112,824,327 $5.6B $49.46 $646M +3,796,239 +3.5%
39 HD 0.44% 15,010,893 $5.5B $366.64 -$181M -499,397 -3.2%
40 TLT 0.44% 61,152,325 $5.4B $88.25 -$3.1B -31,655,877 -34.1%
41 VCSH 0.41% 64,027,464 $5.1B $79.50 $46M +125,886 +0.2%
42 BLK 0.41% 4,831,305 $5.1B $1,049.25 $863M +387,442 +8.7%
43 PG 0.40% 31,331,401 $5.0B $159.32 -$881M -3,127,699 -9.1%
44 VO 0.39% 17,255,275 $4.8B $279.83 $529M +629,430 +3.8%
45 XLC 0.38% 43,890,177 $4.8B $108.53 $621M +936,647 +2.2%
46 ETN 0.38% 13,124,739 $4.7B $356.99 $1.2B +187,441 +1.4%
47 ABBV 0.38% 25,109,645 $4.7B $185.62 -$1.2B -2,843,885 -10.2%
48 IBM 0.37% 15,406,488 $4.5B $294.78 $551M -639,635 -4.0%
49 XLV 0.36% 33,226,352 $4.5B $134.79 -$504M -895,591 -2.6%
50 BRK-B 0.35% 8,994,239 $4.4B $485.77 -$529M -202,256 -2.2%
51 VIG 0.35% 21,321,144 $4.4B $204.67 $120M -553,780 -2.5%
52 AGG 0.35% 43,902,750 $4.4B $99.20 $202M +1,915,497 +4.6%
53 XLF 0.35% 83,056,235 $4.3B $52.37 -$417M -12,650,459 -13.2%
54 SPLG 0.35% 59,401,970 $4.3B $72.69 $2.2B +27,889,948 +88.5%
55 IJH 0.34% 67,880,608 $4.2B $62.02 $157M -1,576,700 -2.3%
56 JNJ 0.34% 27,520,953 $4.2B $152.75 -$359M +10,452 +0.0%
57 XLY 0.34% 19,317,851 $4.2B $217.33 $352M -162,114 -0.8%
58 RTX 0.33% 28,342,160 $4.1B $146.02 $273M -841,785 -2.9%
59 VTI 0.33% 13,496,400 $4.1B $303.93 $481M +321,716 +2.4%
60 RSP 0.33% 22,475,692 $4.1B $181.74 $237M +262,872 +1.2%
61 VONG 0.32% 36,407,608 $4.0B $109.20 $655M +617,701 +1.7%
62 TXN 0.32% 19,066,671 $4.0B $207.62 $878M +1,926,312 +11.2%
63 WFC 0.32% 49,041,912 $3.9B $80.12 $968M +7,793,369 +18.9%
64 ORCL 0.31% 17,452,388 $3.8B $218.63 $1.5B +572,497 +3.4%
65 IDEV 0.30% 49,303,434 $3.7B $76.04 $460M +1,564,981 +3.3%
66 CVX 0.30% 25,994,366 $3.7B $143.19 -$687M -359,803 -1.4%
67 MCD 0.30% 12,682,230 $3.7B $292.17 -$934M -2,170,566 -14.6%
68 GS 0.30% 5,189,194 $3.7B $707.75 $946M +198,051 +4.0%
69 BSX 0.29% 33,845,119 $3.6B $107.41 $452M +2,288,065 +7.3%
70 PGR 0.29% 13,250,932 $3.5B $266.86 -$611M -1,403,557 -9.6%
71 IJR 0.28% 31,970,807 $3.5B $109.29 $43M -1,027,152 -3.1%
72 SMH 0.28% 12,469,904 $3.5B $278.88 $749M -432,863 -3.4%
73 CSCO 0.28% 49,805,983 $3.5B $69.38 $523M +2,286,596 +4.8%
74 NOW 0.28% 3,347,797 $3.4B $1,028.08 $925M +186,690 +5.9%
75 PANW 0.27% 16,554,571 $3.4B $204.64 $637M +432,092 +2.7%
76 TSM 0.27% 14,805,720 $3.4B $226.49 $915M +115,158 +0.8%
77 GLD 0.27% 10,985,220 $3.3B $304.83 $72M -384,757 -3.4%
78 MUB 0.27% 31,544,250 $3.3B $104.48 $255M +2,701,582 +9.4%
79 XLK 0.26% 12,926,120 $3.3B $253.23 $614M +46,354 +0.4%
80 EFA 0.26% 36,223,418 $3.2B $89.39 $240M -454,992 -1.2%
81 UNH 0.26% 10,353,089 $3.2B $311.97 -$1.3B +1,778,488 +20.7%
82 TJX 0.25% 24,622,083 $3.0B $123.49 $414M +3,056,976 +14.2%
83 MA 0.25% 5,408,412 $3.0B $561.94 $39M -66,073 -1.2%
84 T 0.24% 102,792,454 $3.0B $28.94 $207M +4,927,658 +5.0%
85 VBR 0.24% 15,229,662 $3.0B $195.01 -$197M -1,770,647 -10.4%
86 ABT 0.24% 21,695,478 $3.0B $136.01 $202M +973,970 +4.7%
87 WELL 0.24% 19,011,127 $2.9B $153.73 -$199M -1,362,377 -6.7%
88 VFH 0.24% 22,910,811 $2.9B $127.30 $170M -81,976 -0.4%
89 SPGI 0.23% 5,521,758 $2.9B $527.29 $199M +182,282 +3.4%
90 HON 0.23% 12,254,445 $2.9B $232.88 $222M -174,175 -1.4%
91 WMB 0.23% 44,496,410 $2.8B $62.81 $117M -314,453 -0.7%
92 COWZ 0.23% 50,714,634 $2.8B $55.10 -$443M -8,405,743 -14.2%
93 C 0.22% 32,757,394 $2.8B $85.12 $444M -259,810 -0.8%
94 VGIT 0.22% 46,110,946 $2.8B $59.81 $49M +500,574 +1.1%
95 VBK 0.22% 9,953,009 $2.8B $276.94 $275M +97,104 +1.0%
96 PEP 0.22% 20,629,748 $2.7B $132.04 -$1.4B -6,668,116 -24.4%
97 UNP 0.22% 11,820,525 $2.7B $230.08 $132M +868,150 +7.9%
98 PH 0.22% 3,881,885 $2.7B $698.47 $268M -138,513 -3.4%
99 CRM 0.22% 9,789,865 $2.7B $272.69 -$131M -647,228 -6.2%
100 GD 0.21% 9,124,112 $2.7B $291.66 $292M +432,590 +5.0%

Options Breakdown

1,592 Calls $45.5B Call Value 1,589 Puts $80.9B Put Value 1.78 P/C Ratio

Top Calls

SymbolSharesValueStatus
NVDA 29,508,098 $4.7B
QQQ 7,904,200 $4.4B
SPY 4,730,100 $2.9B
TLT 26,167,400 $2.3B
MSFT 4,071,767 $2.0B
IWM 8,690,300 $1.9B
AAPL 8,284,600 $1.7B
AVGO 5,491,600 $1.5B
META 1,471,896 $1.1B
HYG 13,439,600 $1.1B

Top Puts

SymbolSharesValueStatus
QQQ 33,967,700 $18.7B
IWM 46,123,500 $10.0B
SPY 12,589,600 $7.8B
NVDA 39,196,542 $6.2B
TSLA 13,475,153 $4.3B
TLT 26,246,800 $2.3B
XLF 40,176,100 $2.1B
SMH 6,758,900 $1.9B
AVGO 6,679,600 $1.8B
AMZN 7,186,435 $1.6B

New Positions

SymbolValue% Port
RKLB $483M 0.04%
B $239M 0.02%
TNGY $109M 0.01%
THRO $90M 0.01%
EMRAF $58M —%
JBS $56M —%
BABA Note
0.5% due 06/01/31
$35M —%
RAL $35M —%
OR $34M —%
AMRZ $34M —%
TPYP $31M —%
COIN Note
0.25% due 04/01/30
$26M —%
FOUR Note
6% due 05/01/28
$25M —%
CIB $21M —%
GLXY $19M —%

Sold Out Positions

SymbolValue% Port
RNRG —%
ETH —%
RETL —%
TSMX —%
SPTB —%
ISHP —%
AIM —%
FCAL —%
GUSH —%
TYA —%
FIGB —%
CNEQ —%
GSIW —%
TAXF —%
ELBM —%
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