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 Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.51B
$5.24 Billion 1.42% of portfolio
259,074
Q4 2024 Added 0.66%
$7.37B
$241 Million 0.07% of portfolio
2,422
Q3 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
Track This Portfolio

Track Builder Investment Group Inc /Adv Portfolio

Follow Builder Investment Group Inc /Adv and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Builder Investment Group Inc /Adv, based on Form 13F filings with the SEC.

News

Stay updated on Builder Investment Group Inc /Adv with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email