Builder Investment Group Inc /Adv Portfolio Holdings

Builder Investment Group Inc /Adv

  • $368 Billion
  • Q4 2024

Builder Investment Group Inc /Adv has filed its 13F form on January 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $368 Billion distributed in 100 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $117B, Eli Lilly & CO with a value of $21.1B, Dimensional ETF Tr U S Small C with a value of $19B, Microsoft Corp with a value of $13.9B, and Dimensional ETF Tr with a value of $13.1B.

Examining the 13F form we can see an decrease of $4.09B in the current position value, from $372B to 368B.

Builder Investment Group Inc /Adv is based out at Atlanta, GA

Below you can find more details about Builder Investment Group Inc /Adv portfolio as well as his latest detailed transactions.

Portfolio value $368 Billion
Technology: $155 Billion
ETFs: $65.7 Billion
Healthcare: $30.6 Billion
Industrials: $26.2 Billion
Financial Services: $23.9 Billion
Energy: $21.5 Billion
Consumer Cyclical: $12.9 Billion
Consumer Defensive: $11.8 Billion
Other: $16 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$41B
$408 Million 0.11% of portfolio
1,940
Q4 2022 New
$2.28T
$359 Million 0.1% of portfolio
1,638
Q3 2024 Added 13.91%
$134B
$376 Million 0.1% of portfolio
4,977
Q4 2024 New
$144B
$375 Million 0.1% of portfolio
1,440
Q4 2022 New
$56.2B
$289 Million 0.08% of portfolio
1,200
Q4 2023 New
$124B
$295 Million 0.08% of portfolio
1,711
Q3 2024 Reduced 2.84%
$147B
$296 Million 0.08% of portfolio
11,150
Q4 2024 Reduced 2.31%
$7.37B
$241 Million 0.07% of portfolio
2,422
Q3 2024 New
$156B
$257 Million 0.07% of portfolio
11,302
Q3 2024 Reduced 0.03%
$498B
$261 Million 0.07% of portfolio
496
Q4 2023 New
$195B
$230 Million 0.06% of portfolio
2,033
Q4 2023 New
$216B
$208 Million 0.06% of portfolio
400
Q4 2022 New
$99.1B
$222 Million 0.06% of portfolio
1,255
Q4 2024 New
$66.3B
$217 Million 0.06% of portfolio
958
Q2 2023 New
$89.5B
$231 Million 0.06% of portfolio
3,053
Q4 2022 New
$98.9B
$221 Million 0.06% of portfolio
2,000
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 100
  • Current Value $368 Billion
  • Prior Value $372 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 4 stocks
  • Additional Purchases 22 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 30 stocks
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