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Asset Manager ← All Institutions

BANK OF AMERICA CORP /DE

Q1 2026 · Filed 2026-05-18
Market Value
$1.4T
-0.3%
Holdings
6,537
-177
New Purchases
94
Added To
3,054
Closed
1,241
Reduced
2,092
Top 10 Concentration
17.4%
Turnover
20.4%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
AZN 0.28% 0.00% +0.28% $3.8B
IEMG 1.13% 0.85% +0.27% $15.3B
VCIT 0.72% 0.52% +0.20% $9.8B
XOM 0.85% 0.66% +0.19% $11.6B
VONG 0.61% 0.46% +0.16% $8.3B
VGIT 0.36% 0.23% +0.14% $4.9B
GOVT 0.80% 0.67% +0.13% $10.9B
CVX 0.42% 0.29% +0.13% $5.7B
COST 0.55% 0.43% +0.12% $7.5B
AGG 0.51% 0.39% +0.11% $6.9B
VWO 0.58% 0.46% +0.11% $7.8B
BMY 0.15% 0.06% +0.09% $2.0B
JPM 1.42% 1.34% +0.08% $19.3B
VZ 0.23% 0.16% +0.07% $3.1B
IUSG 0.60% 0.54% +0.07% $8.2B

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
MSFT 1.92% 2.59% -0.67% $26.2B
AAPL 2.25% 2.46% -0.21% $30.6B
TSLA 0.52% 0.68% -0.17% $7.0B
TLT 0.54% 0.70% -0.16% $7.3B
QQQ 0.73% 0.88% -0.15% $10.0B
IEFA 1.35% 1.49% -0.14% $18.4B
AMZN 1.29% 1.42% -0.13% $17.5B
GOOGL 1.45% 1.58% -0.13% $19.8B
AVGO 1.34% 1.47% -0.13% $18.2B
IVV 0.96% 1.09% -0.13% $13.1B
LLY 0.75% 0.87% -0.12% $10.2B
SPLG 0.20% 0.32% -0.11% $2.8B
NVDA 2.45% 2.56% -0.11% $33.3B
IWF 0.87% 0.97% -0.10% $11.8B
V 0.51% 0.61% -0.10% $6.9B

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 83 $514.0B 37.8%
Large Cap 1,086 $720.3B 52.9%
Mid Cap 1,464 $98.0B 7.2%
Small Cap 2,052 $26.5B 1.9%
Micro Cap 1,852 $2.3B 0.2%

Portfolio Analytics

Avg Market Cap
$18.0B
Median Market Cap
$1.1B
Avg P/E
30.7
Median P/E
18.1
Avg Dividend Yield
0.03%
Avg Beta
0.98
# Stocks
4,452
# ETFs / Funds
2,086

Top Holdings (6,537 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 NVDA 2.45% 191,200,989 $33.3B $174.40 -$1.6B +4,019,505 +2.1%
2 AAPL 2.25% 120,727,964 $30.6B $253.79 -$3.0B -2,883,820 -2.3%
3 MSFT 1.92% 70,765,459 $26.2B $370.17 -$9.2B -2,355,912 -3.2%
4 VTV 1.90% 131,676,968 $25.8B $196.20 -$168M -4,471,995 -3.3%
5 VUG 1.75% 54,648,818 $23.9B $436.79 $513M +6,771,524 +14.1%
6 SPY 1.54% 32,276,125 $21.0B $650.34 -$15M +1,472,426 +4.8%
7 GOOGL 1.45% 68,768,715 $19.8B $287.56 -$1.9B -339,468 -0.5%
8 JPM 1.42% 65,660,460 $19.3B $294.16 $1.0B +8,941,351 +15.8%
9 IEFA 1.35% 203,094,934 $18.4B $90.53 -$2.0B -24,667,309 -10.8%
10 AVGO 1.34% 58,737,097 $18.2B $309.51 -$1.8B +894,564 +1.6%
11 AMZN 1.29% 84,181,341 $17.5B $208.27 -$1.9B +25,781 +0.0%
12 VOO 1.20% 27,441,061 $16.4B $597.55 -$590M +354,072 +1.3%
13 IEMG 1.13% 219,869,621 $15.3B $69.75 $3.7B +46,640,330 +26.9%
14 IVV 0.96% 20,079,104 $13.1B $653.21 -$1.7B -1,617,371 -7.5%
15 VEA 0.94% 198,676,662 $12.7B $64.08 -$123M -7,081,361 -3.4%
16 META 0.88% 21,038,035 $12.0B $572.13 -$86M +2,673,494 +14.6%
17 IWF 0.87% 27,668,812 $11.8B $426.40 -$1.5B -352,976 -1.3%
18 XOM 0.85% 68,483,813 $11.6B $169.66 $2.6B -6,668,553 -8.9%
19 GOVT 0.80% 474,769,940 $10.9B $22.91 $1.8B +80,062,969 +20.3%
20 VGT 0.77% 15,105,780 $10.5B $697.72 -$665M +241,421 +1.6%
21 IWM 0.76% 41,595,539 $10.3B $248.00 -$454M -2,156,196 -4.9%
22 LLY 0.75% 11,125,832 $10.2B $919.77 -$1.7B +20,246 +0.2%
23 QQQ 0.73% 17,254,676 $10.0B $577.18 -$2.0B -2,292,876 -11.7%
24 IWD 0.72% 46,144,498 $9.9B $213.67 -$1.1B -6,112,118 -11.7%
25 VCIT 0.72% 118,464,592 $9.8B $82.75 $2.7B +33,615,148 +39.6%
26 GOOG 0.68% 32,324,827 $9.3B $286.86 -$941M -222,803 -0.7%
27 IUSV 0.63% 83,374,722 $8.5B $102.25 -$27M -26,908 -0.0%
28 VONG 0.61% 76,119,779 $8.3B $109.69 $2.1B +24,863,877 +48.5%
29 IUSG 0.60% 52,774,558 $8.2B $155.11 $879M +9,267,343 +21.3%
30 WMT 0.60% 65,844,247 $8.2B $124.28 $474M -3,355,984 -4.8%
31 VWO 0.58% 144,806,250 $7.8B $54.05 $1.5B +27,271,317 +23.2%
32 COST 0.55% 7,515,031 $7.5B $996.43 $1.7B +773,651 +11.5%
33 TLT 0.54% 84,597,929 $7.3B $86.69 -$2.2B -24,459,574 -22.4%
34 TSLA 0.52% 18,962,828 $7.0B $371.75 -$2.3B -1,792,777 -8.6%
35 V 0.51% 22,881,733 $6.9B $302.24 -$1.4B -953,603 -4.0%
36 AGG 0.51% 69,660,482 $6.9B $99.27 $1.5B +15,923,080 +29.6%
37 IWR 0.47% 65,876,235 $6.4B $97.23 -$4M -693,395 -1.0%
38 MBB 0.46% 66,207,297 $6.3B $94.95 -$479M -4,842,763 -6.8%
39 JNJ 0.46% 25,516,697 $6.2B $244.44 $374M -2,816,904 -9.9%
40 BNDX 0.44% 125,012,416 $6.0B $48.05 -$827M -16,412,230 -11.6%
41 VCSH 0.44% 75,626,302 $6.0B $79.27 $314M +4,376,524 +6.1%
42 CVX 0.42% 27,630,227 $5.7B $206.90 $1.7B +1,334,976 +5.1%
43 VB 0.42% 21,634,424 $5.7B $261.92 -$377M -1,795,023 -7.7%
44 NFLX 0.41% 57,942,812 $5.6B $96.15 $361M +2,376,349 +4.3%
45 GS 0.40% 6,455,011 $5.5B $845.99 $206M +476,977 +8.0%
46 HD 0.39% 16,314,357 $5.4B $328.89 -$162M +250,825 +1.6%
47 VO 0.38% 18,131,075 $5.2B $287.18 -$55M +1,040 +0.0%
48 ABBV 0.38% 23,936,943 $5.2B $217.49 -$695M -1,887,456 -7.3%
49 BLK 0.37% 5,232,973 $5.0B $961.71 -$531M +35,069 +0.7%
50 VGIT 0.36% 83,053,264 $4.9B $59.55 $1.9B +31,643,968 +61.5%
51 RTX 0.36% 25,393,685 $4.9B $192.90 $225M -87,840 -0.3%
52 XLC 0.36% 43,944,429 $4.9B $110.86 -$414M -959,825 -2.1%
53 RSP 0.36% 25,370,060 $4.9B $191.92 $693M +3,567,441 +16.4%
54 TSM 0.35% 14,107,771 $4.8B $337.95 -$65M -1,795,048 -11.3%
55 GLD 0.35% 11,064,195 $4.8B $430.29 $265M -278,880 -2.5%
56 VIG 0.34% 21,677,879 $4.7B $215.06 -$775M -3,061,801 -12.4%
57 VTI 0.34% 14,287,409 $4.6B $320.81 -$172M +102,161 +0.7%
58 XLV 0.33% 31,021,559 $4.5B $146.61 $251M +3,259,957 +11.7%
59 IJH 0.33% 67,162,982 $4.5B $67.53 -$25M -1,934,894 -2.8%
60 MUB 0.33% 42,113,660 $4.5B $106.15 $470M +4,763,839 +12.8%
61 ETN 0.32% 12,083,030 $4.3B $357.67 $653M +564,256 +4.9%
62 WELL 0.32% 21,750,501 $4.3B $197.71 $513M +1,347,243 +6.6%
63 XLY 0.31% 38,975,662 $4.2B $108.98 -$434M -230,141 -0.6%
64 XLF 0.31% 85,978,579 $4.2B $49.37 -$170M +5,364,413 +6.7%
65 IJR 0.31% 33,815,305 $4.2B $124.31 $165M +209,882 +0.6%
66 IDEV 0.30% 49,630,091 $4.1B $83.57 -$181M -2,851,761 -5.4%
67 BRK-B 0.30% 8,652,279 $4.1B $479.20 -$224M -41,781 -0.5%
68 WFC 0.30% 51,973,069 $4.1B $79.61 -$642M +691,922 +1.4%
69 TJX 0.30% 25,212,075 $4.0B $159.70 $91M -408,850 -1.6%
70 CSCO 0.30% 51,849,500 $4.0B $77.59 $6M -298,549 -0.6%
71 CAT 0.30% 5,677,578 $4.0B $708.46 $162M -1,061,224 -15.8%
72 SMH 0.29% 10,459,469 $4.0B $383.40 -$374M -1,714,713 -14.1%
73 IBM 0.29% 16,063,653 $3.9B $242.39 -$554M +1,049,602 +7.0%
74 EFA 0.28% 39,633,936 $3.8B $97.13 -$12M -582,029 -1.4%
75 PG 0.28% 26,341,321 $3.8B $144.44 -$320M -2,442,995 -8.5%
76 MCD 0.28% 12,156,558 $3.8B $310.79 -$18M -263,220 -2.1%
77 AZN 0.28% 19,058,327 $3.8B $197.22 +19,058,327 NEW
78 MRK 0.27% 30,774,221 $3.7B $120.29 $770M +2,919,780 +10.5%
79 T 0.27% 125,191,700 $3.6B $28.99 $655M +5,449,222 +4.5%
80 PANW 0.26% 22,476,753 $3.6B $160.32 $35M +3,101,267 +16.0%
81 UNP 0.26% 14,463,071 $3.5B $242.62 $646M +2,084,808 +16.8%
82 KO 0.25% 44,018,963 $3.3B $76.05 $538M +3,836,640 +9.6%
83 PEP 0.24% 21,283,701 $3.3B $155.29 $270M +133,325 +0.6%
84 ADI 0.24% 10,216,699 $3.3B $318.14 $616M +501,604 +5.2%
85 WMB 0.24% 44,461,236 $3.2B $72.78 $468M -1,592,637 -3.5%
86 XLK 0.23% 23,868,812 $3.2B $132.90 -$233M +214,219 +0.9%
87 UNH 0.23% 11,713,684 $3.2B $270.59 -$5M +2,097,859 +21.8%
88 USIG 0.23% 61,669,415 $3.2B $51.23 $540M +11,082,553 +21.9%
89 PH 0.23% 3,483,595 $3.1B $895.24 -$333M -443,301 -11.3%
90 VZ 0.23% 62,101,021 $3.1B $50.20 $926M +8,289,877 +15.4%
91 C 0.22% 26,869,012 $3.0B $113.41 -$3M +728,043 +2.8%
92 NEE 0.21% 31,352,695 $2.9B $92.88 $300M -1,186,905 -3.6%
93 VBR 0.21% 13,400,994 $2.9B $217.25 -$477M -2,598,354 -16.2%
94 VFH 0.21% 23,948,132 $2.9B $120.81 -$253M +379,485 +1.6%
95 PM 0.21% 17,230,669 $2.8B $165.34 $381M +1,847,421 +12.0%
96 LQD 0.21% 25,799,022 $2.8B $108.99 $299M +2,991,622 +13.1%
97 GD 0.21% 8,129,671 $2.8B $343.22 -$89M -422,078 -4.9%
98 GILD 0.20% 19,978,936 $2.8B $139.37 -$53M -3,142,684 -13.6%
99 SPLG 0.20% 36,172,901 $2.8B $76.54 -$1.6B -17,674,966 -32.8%
100 PLTR 0.20% 18,839,779 $2.8B $146.28 $154M +4,201,852 +28.7%

New Positions

SymbolValue% Port
AZN $3.8B 0.28%
CRUX $360M 0.03%
SUNB $117M 0.01%
MDA $42M —%
HFSI $42M —%
AGIX $26M —%
VSNTV $25M —%
PIPR $22M —%
INDV $20M —%
SECU $20M —%
SAMT $19M —%
BKGI $18M —%
FPS $11M —%
SCZM $9M —%
JEMA $7M —%

Sold Out Positions

SymbolValue% Port
MLP —%
PEW —%
RFL —%
RGT —%
PNFP —%
PHI —%
ANVS —%
FOA —%
SEG —%
PIM —%
CDLR —%
GWH —%
SDHC —%
RFMZ —%
VLN —%
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