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Asset Manager ← All Institutions

BANK OF AMERICA CORP /DE

Q4 2025 · Filed 2026-02-17
Market Value
$1.4T
+2.9%
Holdings
6,714
-10
New Purchases
288
Added To
3,179
Closed
271
Reduced
2,721
Top 10 Concentration
18.7%
Turnover
8.3%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
GOOGL 1.58% 1.26% +0.32% $21.6B
QQQ 0.88% 0.63% +0.25% $12.0B
IVV 1.09% 0.86% +0.23% $14.9B
LLY 0.87% 0.66% +0.21% $11.9B
GOOG 0.75% 0.59% +0.15% $10.2B
VONG 0.46% 0.31% +0.15% $6.2B
IWM 0.79% 0.67% +0.12% $10.8B
AAPL 2.46% 2.36% +0.10% $33.6B
TOTB.DE 0.09% 0.00% +0.09% $1.2B
CAT 0.28% 0.21% +0.07% $3.9B
DELL 0.12% 0.05% +0.07% $1.7B
ADI 0.19% 0.12% +0.07% $2.6B
MU 0.18% 0.12% +0.06% $2.4B
TMO 0.25% 0.20% +0.06% $3.4B
VIG 0.40% 0.35% +0.05% $5.4B

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
MSFT 2.59% 2.80% -0.21% $35.4B
META 0.89% 1.03% -0.14% $12.1B
ORCL 0.23% 0.36% -0.14% $3.1B
NFLX 0.38% 0.51% -0.13% $5.2B
NVDA 2.56% 2.68% -0.12% $34.9B
TXN 0.15% 0.26% -0.12% $2.0B
ETN 0.27% 0.35% -0.09% $3.7B
ICE 0.07% 0.16% -0.08% $1.0B
AVGO 1.47% 1.54% -0.08% $20.0B
BSX 0.18% 0.25% -0.07% $2.4B
SPLG 0.32% 0.39% -0.07% $4.3B
COST 0.43% 0.48% -0.05% $5.8B
HD 0.40% 0.46% -0.05% $5.5B
WDC 0.15% 0.20% -0.05% $2.1B
STX 0.09% 0.14% -0.05% $1.2B

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 82 $531.5B 38.9%
Large Cap 1,088 $713.6B 52.3%
Mid Cap 1,474 $93.9B 6.9%
Small Cap 2,098 $23.9B 1.8%
Micro Cap 1,972 $2.0B 0.1%

Portfolio Analytics

Avg Market Cap
$17.5B
Median Market Cap
$1.0B
Avg P/E
30.8
Median P/E
18.0
Avg Dividend Yield
0.03%
Avg Beta
0.98
# Stocks
4,551
# ETFs / Funds
2,164

Top Holdings (6,714 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 MSFT 2.59% 73,121,371 $35.4B $483.62 -$1.8B +1,432,639 +2.0%
2 NVDA 2.56% 187,181,484 $34.9B $186.50 -$641M -3,354,261 -1.8%
3 AAPL 2.46% 123,611,784 $33.6B $271.86 $2.3B +587,059 +0.5%
4 VTV 1.91% 136,148,963 $26.0B $190.99 $1.0B +2,340,458 +1.8%
5 VUG 1.71% 47,877,294 $23.4B $487.86 $774M +789,296 +1.7%
6 GOOGL 1.58% 69,108,183 $21.6B $313.00 $4.9B +157,139 +0.2%
7 SPY 1.54% 30,803,699 $21.0B $681.92 $324M -241,479 -0.8%
8 IEFA 1.49% 227,762,243 $20.4B $89.46 $743M +2,898,995 +1.3%
9 AVGO 1.47% 57,842,533 $20.0B $346.10 -$445M -4,186,323 -6.8%
10 AMZN 1.42% 84,155,560 $19.4B $230.82 $914M -147,224 -0.2%
11 JPM 1.34% 56,719,109 $18.3B $322.22 $59M -1,034,011 -1.8%
12 VOO 1.24% 27,086,989 $17.0B $627.13 $1.1B +1,145,413 +4.4%
13 IVV 1.09% 21,696,475 $14.9B $684.94 $3.5B +4,708,612 +27.7%
14 IWF 0.97% 28,021,788 $13.3B $473.30 $344M +442,714 +1.6%
15 VEA 0.94% 205,758,023 $12.9B $62.47 $782M +4,288,061 +2.1%
16 META 0.89% 18,364,541 $12.1B $660.09 -$1.5B -236,859 -1.3%
17 QQQ 0.88% 19,547,552 $12.0B $614.31 $3.6B +5,616,255 +40.3%
18 LLY 0.87% 11,105,586 $11.9B $1,074.68 $3.2B -355,958 -3.1%
19 IEMG 0.85% 173,229,291 $11.6B $67.22 $378M +2,317,500 +1.4%
20 VGT 0.82% 14,864,359 $11.2B $753.78 -$45M -202,047 -1.3%
21 IWD 0.81% 52,256,616 $11.0B $210.34 $900M +2,686,078 +5.4%
22 IWM 0.79% 43,751,735 $10.8B $246.16 $1.9B +6,886,453 +18.7%
23 GOOG 0.75% 32,547,630 $10.2B $313.80 $2.3B +209,649 +0.7%
24 TLT 0.70% 109,057,503 $9.5B $87.16 $683M +10,336,237 +10.5%
25 TSLA 0.68% 20,755,605 $9.3B $449.72 $508M +909,092 +4.6%
26 GOVT 0.67% 394,706,971 $9.1B $23.03 $715M +32,568,450 +9.0%
27 XOM 0.66% 75,152,366 $9.0B $120.34 $665M +836,960 +1.1%
28 IUSV 0.63% 83,401,630 $8.6B $102.54 $533M +3,168,089 +4.0%
29 V 0.61% 23,835,336 $8.4B $350.71 $358M +398,559 +1.7%
30 WMT 0.56% 69,200,231 $7.7B $111.41 $2M -5,590,711 -7.5%
31 IUSG 0.54% 43,507,215 $7.3B $167.94 $453M +1,853,499 +4.5%
32 VCIT 0.52% 84,849,444 $7.1B $83.75 $184M +2,552,216 +3.1%
33 BNDX 0.50% 141,424,646 $6.8B $48.32 $60M +4,469,854 +3.3%
34 MBB 0.50% 71,050,060 $6.8B $95.22 -$75M -845,665 -1.2%
35 IWR 0.47% 66,569,630 $6.4B $96.27 $381M +4,142,465 +6.6%
36 VWO 0.46% 117,534,933 $6.3B $53.76 $123M +3,181,169 +2.8%
37 VONG 0.46% 51,255,902 $6.2B $121.75 $2.2B +17,473,802 +51.7%
38 VB 0.44% 23,429,447 $6.0B $257.95 $79M -28,252 -0.1%
39 ABBV 0.43% 25,824,399 $5.9B $228.49 $76M +669,494 +2.7%
40 JNJ 0.43% 28,333,601 $5.9B $206.95 $594M -86,186 -0.3%
41 COST 0.43% 6,741,380 $5.8B $862.34 -$547M -130,039 -1.9%
42 VCSH 0.42% 71,249,778 $5.7B $79.73 $150M +2,051,450 +3.0%
43 BLK 0.41% 5,197,904 $5.6B $1,070.34 -$334M +139,402 +2.8%
44 HD 0.40% 16,063,532 $5.5B $344.10 -$552M +1,058,429 +7.0%
45 VIG 0.40% 24,739,680 $5.4B $219.78 $843M +3,448,292 +16.2%
46 AGG 0.39% 53,737,402 $5.4B $99.88 $723M +7,411,242 +16.0%
47 XLC 0.39% 44,904,254 $5.3B $117.72 -$33M -30,639 -0.1%
48 VO 0.39% 18,130,035 $5.3B $290.22 $132M +667,235 +3.8%
49 GS 0.38% 5,978,034 $5.3B $879.00 $614M +150,609 +2.6%
50 NFLX 0.38% 55,566,463 $5.2B $93.76 -$1.6B +49,879,703 +877.1%
51 TSM 0.35% 15,902,819 $4.8B $303.89 $661M +966,926 +6.5%
52 WFC 0.35% 51,281,147 $4.8B $93.20 $510M +350,153 +0.7%
53 VTI 0.35% 14,185,248 $4.8B $335.27 $181M +243,136 +1.7%
54 XLY 0.34% 39,205,803 $4.7B $119.41 -$61M +19,416,208 +98.1%
55 RTX 0.34% 25,481,525 $4.7B $183.40 -$46M -2,724,346 -9.7%
56 IJH 0.33% 69,097,876 $4.6B $66.00 $128M +1,181,755 +1.7%
57 GLD 0.33% 11,343,075 $4.5B $396.31 $269M -547,286 -4.6%
58 IBM 0.33% 15,014,051 $4.4B $296.21 $111M -353,656 -2.3%
59 XLF 0.32% 80,614,166 $4.4B $54.77 -$150M -4,127,609 -4.9%
60 SMH 0.32% 12,174,182 $4.4B $360.13 $254M -480,282 -3.8%
61 BRK-B 0.32% 8,694,060 $4.4B $502.65 -$114M -224,657 -2.5%
62 IDEV 0.32% 52,481,852 $4.3B $82.48 $309M +2,343,560 +4.7%
63 SPLG 0.32% 53,847,867 $4.3B $80.22 -$807M -11,593,314 -17.7%
64 XLV 0.31% 27,761,602 $4.3B $154.80 $359M -539,525 -1.9%
65 RSP 0.31% 21,802,619 $4.2B $191.56 $189M +783,782 +3.7%
66 PG 0.30% 28,784,316 $4.1B $143.31 -$414M -757,185 -2.6%
67 IJR 0.30% 33,605,423 $4.0B $120.18 $271M +1,901,134 +6.0%
68 CSCO 0.29% 52,148,049 $4.0B $77.03 $547M +1,439,094 +2.8%
69 CVX 0.29% 26,295,251 $4.0B $152.41 -$348M -1,750,258 -6.2%
70 MUB 0.29% 37,349,821 $4.0B $107.11 $426M +3,779,406 +11.3%
71 TJX 0.29% 25,620,925 $3.9B $153.61 $295M +434,389 +1.7%
72 EFA 0.28% 40,215,965 $3.9B $96.03 $287M +1,931,949 +5.0%
73 CAT 0.28% 6,738,802 $3.9B $572.87 $1.1B +890,674 +15.2%
74 MCD 0.28% 12,419,778 $3.8B $305.63 -$82M -341,677 -2.7%
75 WELL 0.28% 20,403,258 $3.8B $185.61 $335M +1,024,668 +5.3%
76 ETN 0.27% 11,518,774 $3.7B $318.51 -$1.0B -1,041,303 -8.3%
77 PANW 0.26% 19,375,486 $3.6B $184.20 $14M +1,916,476 +11.0%
78 PH 0.25% 3,926,896 $3.5B $878.96 $491M +22,305 +0.6%
79 TMO 0.25% 5,945,838 $3.4B $579.45 $840M +575,139 +10.7%
80 XLK 0.25% 23,654,593 $3.4B $143.97 $8M +11,599,931 +96.2%
81 VBR 0.25% 15,999,348 $3.4B $211.79 $166M +560,544 +3.6%
82 UNH 0.23% 9,615,825 $3.2B $330.11 -$437M -841,723 -8.1%
83 VFH 0.23% 23,568,647 $3.1B $133.49 $70M +131,154 +0.6%
84 VBK 0.23% 10,257,972 $3.1B $302.11 $126M +268,570 +2.7%
85 ORCL 0.23% 15,831,250 $3.1B $194.91 -$1.7B -1,258,810 -7.4%
86 VGIT 0.23% 51,409,296 $3.1B $59.93 $94M +1,647,700 +3.3%
87 PGR 0.22% 13,396,950 $3.1B $227.72 -$252M +22,899 +0.2%
88 C 0.22% 26,140,969 $3.1B $116.69 -$452M -8,362,590 -24.2%
89 MA 0.22% 5,343,046 $3.1B $570.88 -$70M -142,550 -2.6%
90 PEP 0.22% 21,150,376 $3.0B $143.52 $51M -104,210 -0.5%
91 SCHO 0.22% 122,501,159 $3.0B $24.37 $90M +3,835,325 +3.2%
92 T 0.22% 119,742,478 $3.0B $24.84 -$291M +4,123,162 +3.6%
93 APH 0.22% 21,957,452 $3.0B $135.14 $165M -688,717 -3.0%
94 VTWO 0.22% 29,521,917 $2.9B $99.52 $266M +2,204,005 +8.1%
95 MRK 0.21% 27,854,441 $2.9B $105.26 $712M +1,405,005 +5.3%
96 AXP 0.21% 7,850,298 $2.9B $369.95 $472M +528,633 +7.2%
97 MS 0.21% 16,239,143 $2.9B $177.53 $206M -602,956 -3.6%
98 GD 0.21% 8,551,749 $2.9B $336.66 -$376M -993,501 -10.4%
99 UNP 0.21% 12,378,263 $2.9B $231.32 $30M +390,609 +3.3%
100 GILD 0.21% 23,121,620 $2.8B $122.74 $603M +2,982,788 +14.8%

Options Breakdown

511 Calls $0 Call Value 487 Puts $0 Put Value

Top Calls

SymbolSharesValueStatus
DOCN $0 SOLD
VSAT $0 SOLD
QQQM $0 SOLD
SBUX $0 SOLD
VST $0 SOLD
ABT $0 SOLD
PLD $0 SOLD
SMH $0 SOLD
ADMA $0 SOLD
BYND $0 SOLD

Top Puts

SymbolSharesValueStatus
PYPL $0 SOLD
ASTS $0 SOLD
IJH $0 SOLD
EBAY $0 SOLD
RXRX $0 SOLD
VZ $0 SOLD
ABC $0 SOLD
ZTS $0 SOLD
AG $0 SOLD
PAA $0 SOLD

New Positions

SymbolValue% Port
TOTB.DE $1.2B 0.09%
SUNC $176M 0.01%
BAI $171M 0.01%
Q $159M 0.01%
LLYVA $132M 0.01%
MICC $113M 0.01%
MDLN $106M 0.01%
SOLS $87M 0.01%
AKRE $76M 0.01%
ALH $62M —%
SBAR $25M —%
IBCA $19M —%
FRMI $14M —%
CAM $8M —%
SOMN $7M —%

Sold Out Positions

SymbolValue% Port
HFRO —%
LXP —%
HPP —%
FTHY —%
UL —%
CANG —%
LND —%
TTE —%
BNAI —%
ACET —%
MWYN —%
BWAY —%
LLYVK —%
BOXL —%
ASRT —%
View SEC EDGAR Filings for BANK OF AMERICA CORP /DE →

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