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BANCO BILBAO VIZCAYA ARGENTARIA, S.A.

Q3 2025 · Filed 2025-11-14
Market Value
$13.0B
+18.6%
Holdings
743
+6
New Purchases
56
Added To
473
Closed
21
Reduced
187
Top 10 Concentration
41.6%
Turnover
10.4%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
SPY 14.75% 9.83% +4.92% $1.9B
IVV 1.77% 0.68% +1.09% $231M
AAPL 4.84% 3.97% +0.87% $631M
IWM 0.74% 0.06% +0.68% $96M
APP 0.43% 0.16% +0.27% $56M
GOOG 1.77% 1.51% +0.26% $231M
EWC 0.26% 0.03% +0.23% $33M
GOOGL 2.63% 2.42% +0.21% $343M
EWY 0.50% 0.30% +0.21% $66M
QQQ 0.33% 0.13% +0.20% $43M
EMB 0.20% 0.01% +0.20% $26M
HOOD 0.21% 0.02% +0.19% $27M
LRCX 0.33% 0.15% +0.17% $43M
SCHW 0.27% 0.10% +0.17% $35M
DIS 0.71% 0.55% +0.16% $93M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
EEM 0.65% 2.03% -1.38% $85M
XLF 0.54% 1.86% -1.33% $70M
COIN 0.71% 1.36% -0.65% $93M
CRM 0.45% 1.04% -0.58% $59M
XLK 0.82% 1.37% -0.55% $107M
SHV 1.05% 1.55% -0.49% $137M
MSFT 4.63% 4.99% -0.37% $604M
EWI 0.13% 0.42% -0.28% $17M
META 2.61% 2.87% -0.26% $340M
XLC 0.61% 0.85% -0.24% $79M
NKE 0.07% 0.31% -0.24% $9M
GDX 0.16% 0.39% -0.24% $20M
TSLA 0.71% 0.89% -0.18% $92M
V 0.91% 1.08% -0.17% $118M
VTIP 0.16% 0.31% -0.15% $21M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 64 $7.5B 57.3%
Large Cap 528 $5.1B 39.4%
Mid Cap 124 $361M 2.8%
Small Cap 23 $66M 0.5%
Micro Cap 4 $78K 0.0%

Portfolio Analytics

Avg Market Cap
$113.5B
Median Market Cap
$28.3B
Avg P/E
33.9
Median P/E
23.6
Avg Dividend Yield
0.02%
Avg Beta
1.03
# Stocks
656
# ETFs / Funds
87

Top Holdings (743 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 SPY 14.75% 2,900,388 $1.9B $663.27 $842M +1,146,557 +65.4%
2 AAPL 4.84% 2,479,363 $631M $254.62 $194M +341,580 +16.0%
3 NVDA 4.68% 3,273,384 $610M $186.46 $101M +51,591 +1.6%
4 MSFT 4.63% 1,166,303 $604M $517.66 $54M +61,568 +5.6%
5 GOOGL 2.63% 1,411,264 $343M $242.90 $77M -96,970 -6.4%
6 META 2.61% 463,410 $340M $734.27 $25M +35,882 +8.4%
7 AMZN 2.23% 1,326,563 $291M $219.42 $33M +150,239 +12.8%
8 IVV 1.77% 345,688 $231M $667.34 $156M +224,494 +185.2%
9 GOOG 1.77% 947,319 $231M $243.52 $65M +12,276 +1.3%
10 AVGO 1.66% 658,889 $217M $329.59 $39M +12,374 +1.9%
11 BIL 1.65% 2,344,759 $215M $91.64 $26M +276,260 +13.4%
12 GLD 1.08% 397,919 $140M $352.86 $26M +18,946 +5.0%
13 SHV 1.05% 1,245,071 $137M $110.36 -$33M -299,623 -19.4%
14 VCSH 0.98% 1,597,968 $128M $79.83 $19M +221,024 +16.1%
15 V 0.91% 346,092 $118M $341.27 -$753K +11,171 +3.3%
16 XLK 0.82% 380,869 $107M $281.53 -$43M -215,357 -36.1%
17 MA 0.76% 175,485 $100M $568.64 $1M -339 -0.2%
18 IWM 0.74% 401,280 $96M $240.34 $90M +371,517 +1248.2%
19 DIS 0.71% 811,844 $93M $114.45 $32M +321,889 +65.7%
20 COIN 0.71% 276,747 $93M $335.05 -$57M -148,292 -34.9%
21 TSLA 0.71% 209,199 $92M $440.52 -$5M -95,928 -31.4%
22 PLTR 0.68% 485,004 $88M $182.29 $27M +32,938 +7.3%
23 EEM 0.65% 1,588,068 $85M $53.25 -$138M -3,046,753 -65.7%
24 JPM 0.64% 265,602 $84M $315.40 $12M +16,655 +6.7%
25 WMT 0.64% 804,144 $83M $103.04 $10M +58,743 +7.9%
26 ABBV 0.63% 356,703 $83M $231.40 $12M -22,214 -5.9%
27 ORCL 0.63% 292,386 $82M $280.99 $19M +4,780 +1.7%
28 XLC 0.61% 669,712 $79M $118.24 -$14M -193,198 -22.4%
29 XLF 0.54% 1,297,712 $70M $53.81 -$135M -2,618,292 -66.9%
30 ACWI 0.53% 504,245 $70M $138.14 $15M +81,783 +19.4%
31 EWY 0.50% 823,077 $66M $80.00 $33M +365,091 +79.7%
32 IBM 0.50% 230,090 $65M $282.25 $488K +11,350 +5.2%
33 WFC 0.49% 765,127 $64M $83.79 $2M -15,630 -2.0%
34 GILD 0.49% 574,798 $64M $111.03 $1M +8,536 +1.5%
35 CSCO 0.49% 928,832 $64M $68.41 $3M +57,925 +6.7%
36 BRK-B 0.47% 120,733 $61M $502.46 $21M +38,422 +46.7%
37 CRM 0.45% 250,084 $59M $237.19 -$55M -168,252 -40.2%
38 NOW 0.45% 63,951 $59M $920.29 $6M +12,961 +25.4%
39 EWZ 0.44% 1,860,351 $57M $30.82 $13M +319,444 +20.7%
40 BAC 0.44% 1,100,922 $57M $51.56 $16M +233,876 +27.0%
41 APP 0.43% 78,376 $56M $717.23 $39M +28,173 +56.1%
42 AMD 0.42% 340,418 $55M $161.60 $23M +113,768 +50.2%
43 LLY 0.42% 72,043 $55M $758.66 $22M +30,730 +74.4%
44 ADBE 0.41% 150,450 $53M $353.39 -$386K +12,020 +8.7%
45 BABA 0.41% 294,446 $53M $179.54 $4M -141,651 -32.5%
46 QCOM 0.38% 301,731 $50M $166.30 $6M +23,571 +8.5%
47 NFLX 0.38% 41,385 $49M $1,194.93 $15M +15,825 +61.9%
48 NEE 0.38% 654,823 $49M $75.44 $10M +81,451 +14.2%
49 BKNG 0.38% 9,140 $49M $5,398.79 -$3M +157 +1.8%
50 INTU 0.37% 69,667 $48M $683.85 -$2M +6,356 +10.0%
51 LOW 0.36% 188,229 $47M $251.21 $9M +16,084 +9.3%
52 MCHI 0.36% 712,244 $47M $65.78 $9M +27,070 +4.0%
53 PFE 0.34% 1,767,812 $45M $25.40 $3M +30,478 +1.8%
54 GS 0.34% 55,572 $44M $795.68 -$2M -10,097 -15.4%
55 MRK 0.33% 519,889 $44M $83.72 $6M +44,028 +9.2%
56 LRCX 0.33% 318,464 $43M $133.82 $26M +145,939 +84.6%
57 QQQ 0.33% 71,090 $43M $598.58 $29M +45,792 +181.0%
58 GLW 0.32% 502,965 $41M $81.99 $15M -2,888 -0.6%
59 COF 0.31% 192,653 $41M $212.59 $1M +4,949 +2.6%
60 INTC 0.31% 1,220,674 $41M $33.52 $12M -68,349 -5.3%
61 KLAC 0.30% 36,728 $40M $1,077.44 $8M +1,622 +4.6%
62 PYPL 0.30% 586,588 $40M $67.45 -$2M +23,084 +4.1%
63 COST 0.30% 42,697 $39M $925.10 $3M +5,772 +15.6%
64 VRTX 0.29% 98,153 $38M $391.50 -$3M +4,464 +4.8%
65 ANET 0.29% 257,476 $37M $145.55 $13M +14,466 +6.0%
66 T 0.28% 1,294,332 $37M $28.24 $127K +35,058 +2.8%
67 IEI 0.28% 305,198 $36M $119.39 $6M +47,680 +18.5%
68 SCHW 0.27% 367,281 $35M $95.48 $24M +250,368 +214.2%
69 VT 0.27% 251,200 $35M $137.80 $6M +28,400 +12.8%
70 EWC 0.26% 663,041 $33M $50.50 $30M +594,755 +871.0%
71 TJX 0.26% 231,393 $33M $144.53 $6M +5,327 +2.4%
72 SLB 0.25% 967,508 $33M $34.32 -$2M -82,485 -7.9%
73 JNJ 0.25% 179,150 $33M $185.36 $2M -22,698 -11.2%
74 EWT 0.25% 512,501 $33M $63.55 $3M -9,726 -1.9%
75 VZ 0.24% 704,613 $31M $43.95 $3M +56,463 +8.7%
76 BMY 0.23% 656,339 $30M $45.09 $55K +18,244 +2.9%
77 BKR 0.23% 603,192 $29M $48.70 $5M -40,645 -6.3%
78 MU 0.23% 175,899 $29M $166.96 $10M +16,278 +10.2%
79 AXP 0.22% 85,574 $28M $332.05 $4M +8,393 +10.9%
80 VGK 0.22% 355,796 $28M $79.76 $7M +73,931 +26.2%
81 MCD 0.21% 92,342 $28M $303.70 $5M +13,875 +17.7%
82 CRWD 0.21% 56,466 $28M $489.12 $3M +7,705 +15.8%
83 HOOD 0.21% 188,832 $27M $143.10 $25M +169,218 +862.7%
84 TMUS 0.21% 111,758 $27M $239.37 $1M +4,745 +4.4%
85 EA 0.20% 131,587 $27M $201.64 $2M -21,697 -14.2%
86 SIVR 0.20% 600,000 $26M $44.11 $11M +150,000 +33.3%
87 ADSK 0.20% 83,121 $26M $317.70 $1M +1,055 +1.3%
88 TTWO 0.20% 102,085 $26M $258.27 $8M +26,435 +34.9%
89 EMB 0.20% 275,479 $26M $95.19 $26M +268,700 +3963.7%
90 TLT 0.20% 289,276 $26M $89.28 -$10M -116,284 -28.7%
91 VCEB 0.20% 402,429 $26M $64.12 $8M +113,489 +39.3%
92 MS 0.20% 161,430 $26M $158.77 $2M -9,914 -5.8%
93 GM 0.20% 420,203 $26M $60.92 -$11M -331,359 -44.1%
94 UNH 0.20% 73,896 $25M $344.76 $12M +29,860 +67.8%
95 SLV 0.20% 605,000 $25M $42.06 $11M +155,000 +34.4%
96 LQD 0.19% 225,569 $25M $111.34 -$846K -12,016 -5.1%
97 MELI 0.19% 10,387 $25M $2,359.75 $12M +5,729 +123.0%
98 UBER 0.19% 247,919 $24M $97.69 $5M +39,731 +19.1%
99 NEM 0.19% 287,281 $24M $84.29 $16M +151,959 +112.3%
100 AMGN 0.18% 84,363 $24M $281.83 $2M +4,601 +5.8%

New Positions

SymbolValue% Port
SMH $8M 0.06%
HEWJ $6M 0.04%
MGA $4M 0.03%
PSKY $4M 0.03%
ILF $2M 0.02%
XME $2M 0.02%
ALAB $2M 0.01%
DKNG $2M 0.01%
CC $1M 0.01%
EME $855K 0.01%
DUOL $839K 0.01%
SNDK $729K 0.01%
IONQ $651K —%
AFRM $517K —%
ECH $486K —%

Sold Out Positions

SymbolValue% Port
HOG —%
HUN —%
CHE —%
MKL —%
CHPT —%
ILMN —%
GFS —%
FLOT —%
CPB —%
IBB —%
PENN —%
XRT —%
EIDO —%
XBI —%
EPHE —%
View SEC EDGAR Filings for BANCO BILBAO VIZCAYA ARGENTARIA, S.A. →

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