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CITIGROUP INC

Q2 2025 · Filed 2025-08-11
Market Value
$142.1B
+9.5%
Holdings
4,564
+16
New Purchases
273
Added To
1,377
Closed
159
Reduced
2,590
Top 10 Concentration
25.8%
Turnover
9.5%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
NVDA 5.17% 4.29% +0.89% $7.3B
AVGO 1.97% 1.37% +0.59% $2.8B
MSFT 4.16% 3.81% +0.36% $5.9B
BAC 1.29% 0.98% +0.31% $1.8B
NFLX 0.94% 0.64% +0.30% $1.3B
GEV 0.39% 0.14% +0.25% $551M
VOO 1.27% 1.03% +0.24% $1.8B
COIN 0.28% 0.06% +0.22% $404M
BLK 0.53% 0.32% +0.21% $755M
IAU 0.22% 0.03% +0.20% $319M
KRE 0.37% 0.18% +0.19% $531M
GE 0.36% 0.19% +0.17% $505M
JPM 1.14% 1.01% +0.14% $1.6B
AMZN 2.99% 2.85% +0.13% $4.2B
XLI 0.56% 0.43% +0.13% $801M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
AAPL 3.34% 4.17% -0.83% $4.7B
UNH 0.40% 0.87% -0.47% $565M
SPY 1.20% 1.66% -0.46% $1.7B
TLT 1.52% 1.93% -0.41% $2.2B
QQQ 0.62% 0.84% -0.22% $888M
PANW 0.39% 0.60% -0.20% $558M
IWM 0.18% 0.37% -0.20% $249M
MDYG 0.00% 0.17% -0.17% $6M
SLYG 0.00% 0.17% -0.16% $5M
TSLA 2.09% 2.25% -0.16% $3.0B
TMO 0.24% 0.39% -0.15% $342M
MRK 0.28% 0.43% -0.15% $404M
LLY 0.58% 0.73% -0.14% $829M
CVX 0.35% 0.48% -0.14% $491M
UNP 0.12% 0.26% -0.13% $177M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 82 $68.0B 47.9%
Large Cap 1,056 $61.5B 43.3%
Mid Cap 1,281 $10.5B 7.4%
Small Cap 1,415 $1.8B 1.3%
Micro Cap 730 $273M 0.2%

Portfolio Analytics

Avg Market Cap
$25.3B
Median Market Cap
$2.4B
Avg P/E
32.2
Median P/E
19.4
Avg Dividend Yield
0.02%
Avg Beta
1.03
# Stocks
3,777
# ETFs / Funds
787

Top Holdings (4,564 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 NVDA 5.17% 46,516,050 $7.3B $157.99 $1.8B -4,799,694 -9.3%
2 MSFT 4.16% 11,887,072 $5.9B $497.41 $973M -1,271,281 -9.7%
3 AAPL 3.34% 23,125,776 $4.7B $205.17 -$671M -1,253,363 -5.1%
4 AMZN 2.99% 19,340,405 $4.2B $219.39 $541M -118,149 -0.6%
5 TSLA 2.09% 9,354,895 $3.0B $317.66 $52M -1,912,036 -17.0%
6 AVGO 1.97% 10,126,493 $2.8B $275.65 $1.0B -527,044 -5.0%
7 META 1.64% 3,153,471 $2.3B $738.09 $277M -404,486 -11.4%
8 GOOGL 1.62% 13,018,669 $2.3B $176.23 $180M -651,001 -4.8%
9 TLT 1.52% 24,508,859 $2.2B $88.25 -$346M -3,054,179 -11.1%
10 BAC 1.29% 38,725,967 $1.8B $47.32 $562M +8,287,005 +27.2%
11 VOO 1.27% 3,173,596 $1.8B $568.03 $470M +580,500 +22.4%
12 SPY 1.20% 2,753,228 $1.7B $617.85 -$450M -1,092,871 -28.4%
13 JPM 1.14% 5,600,114 $1.6B $289.91 $316M +271,024 +5.1%
14 NFLX 0.94% 994,054 $1.3B $1,339.13 $507M +109,912 +12.4%
15 GOOG 0.88% 7,051,340 $1.3B $177.39 $10M -890,152 -11.2%
16 V 0.87% 3,476,357 $1.2B $355.05 $74M +165,084 +5.0%
17 XBI 0.74% 12,753,740 $1.1B $82.93 $208M +2,275,774 +21.7%
18 BRK-B 0.69% 2,031,398 $987M $485.77 $9M +196,081 +10.7%
19 QQQ 0.62% 1,609,002 $888M $551.64 -$203M -717,325 -30.8%
20 AMD 0.60% 5,990,471 $850M $141.90 $237M +21,930 +0.4%
21 LLY 0.58% 1,063,117 $829M $779.53 -$116M -80,573 -7.0%
22 XLI 0.56% 5,428,148 $801M $147.52 $242M +1,167,415 +27.4%
23 BLK 0.53% 719,642 $755M $1,049.25 $341M +282,191 +64.5%
24 HD 0.49% 1,893,544 $694M $366.64 $133M +363,086 +23.7%
25 TSM 0.48% 3,011,127 $682M $226.49 $135M -286,093 -8.7%
26 ORCL 0.47% 3,065,481 $670M $218.63 $193M -344,636 -10.1%
27 QCOM 0.47% 4,190,544 $667M $159.26 $85M +398,582 +10.5%
28 COST 0.47% 670,704 $664M $989.94 $31M +1,326 +0.2%
29 TXN 0.45% 3,111,962 $646M $207.62 $135M +266,874 +9.4%
30 WMT 0.45% 6,468,312 $632M $97.78 $68M +36,617 +0.6%
31 BKNG 0.44% 107,457 $622M $5,789.25 $129M +516 +0.5%
32 ABBV 0.43% 3,295,862 $612M $185.62 -$59M +95,891 +3.0%
33 AMAT 0.43% 3,323,777 $608M $183.07 $93M -228,073 -6.4%
34 PG 0.41% 3,614,978 $576M $159.32 -$66M -149,359 -4.0%
35 LRCX 0.40% 5,845,471 $569M $97.34 $191M +641,014 +12.3%
36 UNH 0.40% 1,810,270 $565M $311.97 -$561M -339,920 -15.8%
37 ABT 0.40% 4,135,088 $562M $136.01 $2M -89,460 -2.1%
38 PANW 0.39% 2,725,489 $558M $204.64 -$218M -1,817,823 -40.0%
39 GEV 0.39% 1,040,631 $551M $529.15 $367M +437,475 +72.5%
40 CRM 0.39% 2,011,023 $548M $272.69 $33M +89,404 +4.7%
41 KRE 0.37% 8,942,562 $531M $59.39 $297M +4,831,991 +117.5%
42 MA 0.36% 919,222 $517M $561.94 -$193K -23,529 -2.5%
43 IBB 0.36% 4,073,967 $515M $126.51 $105M +865,823 +27.0%
44 INTC 0.36% 22,623,142 $507M $22.40 -$29M -975,274 -4.1%
45 GE 0.36% 1,962,603 $505M $257.39 $261M +743,242 +61.0%
46 SE 0.35% 3,132,977 $501M $159.94 $33M -454,427 -12.7%
47 KLAC 0.35% 555,409 $498M $895.74 $182M +90,760 +19.5%
48 MU 0.35% 4,029,462 $497M $123.25 $152M +57,715 +1.4%
49 PLTR 0.35% 3,629,299 $495M $136.32 $181M -84,396 -2.3%
50 CSCO 0.35% 7,081,108 $491M $69.38 $55M +13,901 +0.2%
51 CVX 0.35% 3,426,637 $491M $143.19 -$137M -325,022 -8.7%
52 HYG 0.34% 6,041,762 $487M $80.65 $166M +1,967,416 +48.3%
53 INTU 0.34% 604,606 $476M $787.63 $141M +59,026 +10.8%
54 RTX 0.33% 3,228,986 $471M $146.02 $52M +60,716 +1.9%
55 IEMG 0.31% 7,445,042 $447M $60.03 $36M -170,237 -2.2%
56 BSX 0.30% 4,033,057 $433M $107.41 $142M +1,145,088 +39.6%
57 KO 0.30% 6,111,328 $432M $70.75 -$33M -381,628 -5.9%
58 XOM 0.30% 3,977,361 $429M $107.80 -$107M -524,953 -11.7%
59 UBER 0.30% 4,588,899 $428M $93.30 $77M -231,588 -4.8%
60 STLA 0.30% 42,416,811 $425M $10.03 $63M +10,050,813 +31.1%
61 XLF 0.29% 7,950,084 $416M $52.37 -$37M -1,147,294 -12.6%
62 ADBE 0.29% 1,055,406 $408M $386.88 -$31M -90,915 -7.9%
63 MRK 0.28% 5,107,758 $404M $79.16 -$155M -1,124,836 -18.1%
64 COIN 0.28% 1,152,920 $404M $350.49 $325M +691,493 +149.9%
65 ADI 0.28% 1,692,599 $403M $238.02 $82M +99,265 +6.2%
66 IBM 0.28% 1,356,811 $400M $294.78 $109M +184,980 +15.8%
67 VTV 0.28% 2,246,630 $397M $176.74 $136M +736,741 +48.8%
68 VONG 0.27% 3,541,803 $387M $109.20 $46M -133,405 -3.6%
69 NOW 0.27% 376,152 $387M $1,028.08 $87M -97 -0.0%
70 JNJ 0.27% 2,516,956 $384M $152.75 -$48M -92,935 -3.6%
71 EEM 0.27% 7,967,214 $384M $48.24 $133M +2,212,705 +38.5%
72 LIN 0.27% 818,257 $384M $469.18 $28M +54,935 +7.2%
73 VUG 0.27% 871,186 $382M $438.40 $149M +242,233 +38.5%
74 CAT 0.27% 975,244 $379M $388.21 $61M +10,816 +1.1%
75 MS 0.26% 2,661,035 $375M $140.86 $61M -25,596 -0.9%
76 AXP 0.26% 1,165,293 $372M $318.98 $100M +154,944 +15.3%
77 ISRG 0.26% 678,807 $369M $543.41 $43M +21,067 +3.2%
78 MCD 0.26% 1,242,570 $363M $292.17 -$90M -208,814 -14.4%
79 KR 0.25% 5,019,548 $360M $71.73 -$21M -607,996 -10.8%
80 AGG 0.25% 3,549,464 $352M $99.20 $11M +97,364 +2.8%
81 TMO 0.24% 843,315 $342M $405.46 -$168M -182,078 -17.8%
82 ACN 0.24% 1,134,620 $339M $298.89 $14M +91,404 +8.8%
83 NEM 0.24% 5,774,908 $336M $58.26 $10M -985,450 -14.6%
84 WFC 0.24% 4,194,099 $336M $80.12 $46M +147,602 +3.6%
85 VWO 0.24% 6,768,166 $335M $49.46 $26M -46,601 -0.7%
86 MRVL 0.23% 4,311,987 $334M $77.40 $119M +826,227 +23.7%
87 TMUS 0.23% 1,384,418 $330M $238.26 -$12M +102,092 +8.0%
88 IDEV 0.23% 4,322,535 $329M $76.04 $39M +123,002 +2.9%
89 BA 0.23% 1,528,440 $320M $209.53 $35M -143,002 -8.6%
90 PEP 0.23% 2,424,535 $320M $132.04 -$49M -34,416 -1.4%
91 IAU 0.22% 5,108,818 $319M $62.36 $285M +4,546,835 +809.1%
92 BABA 0.21% 2,638,514 $299M $113.41 -$51M -10,932 -0.4%
93 PM 0.21% 1,624,966 $296M $182.13 $53M +94,696 +6.2%
94 ASML 0.20% 360,129 $289M $801.39 $68M +27,344 +8.2%
95 SPGI 0.20% 546,503 $288M $527.29 -$3M -27,423 -4.8%
96 VEA 0.20% 5,022,561 $286M $57.01 $13M -346,613 -6.5%
97 IWF 0.20% 665,839 $283M $424.58 $52M +28,043 +4.4%
98 DE 0.20% 550,568 $280M $508.49 -$15M -78,471 -12.5%
99 XLE 0.20% 3,288,266 $279M $84.81 -$18M +110,484 +3.5%
100 FI 0.20% 1,611,197 $278M $172.41 -$30M +217,929 +15.6%

Options Breakdown

470 Calls $18.8B Call Value 438 Puts $40.6B Put Value 2.16 P/C Ratio

Top Calls

SymbolSharesValueStatus
IWM 8,730,000 $1.9B
QQQ 2,448,500 $1.4B
IEF 10,811,500 $1.0B
NVDA 5,648,600 $892M
XLI 6,000,000 $885M
SPY 1,137,100 $703M
GLD 2,183,700 $666M
TSLA 2,083,600 $662M
MSFT 851,300 $423M
EEM 8,384,400 $404M

Top Puts

SymbolSharesValueStatus
IWM 21,373,900 $4.6B
TSLA 9,766,400 $3.1B
META 3,095,300 $2.3B
HYG 26,421,500 $2.1B
SPY 2,759,700 $1.7B
MSFT 3,295,500 $1.6B
NVDA 10,084,100 $1.6B
QQQ 2,756,800 $1.5B
CVNA 4,013,100 $1.4B
XLI 7,800,000 $1.2B

New Positions

SymbolValue% Port
CRWV $76M 0.05%
B $43M 0.03%
RKLB $13M 0.01%
CRCL $10M 0.01%
RAL $9M 0.01%
TMF $7M —%
PPH $6M —%
BILS $5M —%
GPZ $5M —%
EMRAF $3M —%
FWRD $3M —%
CCIX $3M —%
PMTRU $2M —%
DEA $1M —%
BOEU $1M —%

Sold Out Positions

SymbolValue% Port
AVAL —%
TSLX —%
SCM —%
DKL —%
USAC —%
SLAI —%
EARN —%
STEM —%
LION —%
BXSL —%
GCTS —%
AMWL —%
KBDC —%
CION —%
SGU —%
View SEC EDGAR Filings for CITIGROUP INC →

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