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CIK: 0001390777
Total reported value
$609.4B
$609.4B
4094 檔
16.5%
The Q4 2024 SEC filing reveals that Bank of New York Mellon Corp held a total portfolio value of $609.4B, covering 4094 public equity positions.
Bank of New York Mellon Corp executed strategic sector rebalancing during Q4 2024, establishing 3 new positions while fully exiting 3 holdings and trimming 25 positions.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, NVDA) accounted for 16.5% of total reported equity market value during Q4 2024.
Top New Position Initiated
BLK
市值: $1.1B
Top Position Liquidated / Trimmed
LRCXEUR
前期市值: $1.0B
Showing top 200 holdings (of 4094 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 5.05% | -0.10% | -0.42% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 4.84% | -0.25% | +0.55% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 4.36% | +0.07% | +0.50% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.72% | +0.12% | +0.82% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.63% | +0.18% | +0.12% | |
| 6 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.57% | -0.21% | -0.44% | |
| 7 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.53% | +0.09% | -2.00% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.51% | +0.08% | +1.34% | |
| 9 | AVGO | Broadcom Inc | Stock-Tech | 1.38% | +0.10% | -11.82% | |
| 10 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.27% | -0.01% | -0.98% | |
| 11 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.08% | +0.02% | -3.23% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.05% | -0.09% | -0.05% | |
| 13 | MA | Mastercard Inc - A | Stock-Financials | 0.87% | -0.09% | -3.85% | |
| 14 | XOM | Exxon Mobil CORP | Stock-Energy | 0.87% | -0.53% | +14.41% | |
| 15 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.84% | +0.12% | -1.96% | |
| 16 | V | Visa Inc-class A Shares | Stock-Financials | 0.78% | -0.03% | +5.73% | |
| 17 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.74% | +0.23% | +0.46% | |
| 18 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.73% | -0.13% | -3.24% | |
| 19 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.71% | +0.04% | -14.22% | |
| 20 | CSCO | Cisco Systems Inc | Stock-Tech | 0.69% | +0.12% | -12.27% | |
| 21 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.60% | +0.04% | +7.83% | |
| 22 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.60% | -0.06% | -3.53% | |
| 23 | HD | Home Depot Inc | Stock-Consumer Disc | 0.60% | -0.02% | -2.67% | |
| 24 | WMT | Walmart Inc | Stock-Consumer Staples | 0.53% | -0.14% | +13.98% | |
| 25 | LIN | Linde plc | Stock-Materials | 0.52% | -0.06% | -3.17% | |
| 26 | NFLX | Netflix Inc | Stock-Comm Services | 0.51% | -0.17% | -2.57% | |
| 27 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.49% | -0.08% | -5.31% | |
| 28 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.49% | -0.08% | -12.04% | |
| 29 | BAC | Bank Of America CORP | Stock-Financials | 0.48% | +0.01% | +4.94% | |
| 30 | ADBE | Adobe Inc | Stock-Tech | 0.47% | -0.07% | -3.30% | |
| 31 | ABBV | Abbvie Inc | Stock-Healthcare | 0.45% | — | -19.93% | |
| 32 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.44% | -0.02% | +29.74% | |
| 33 | CVX | Chevron CORP | Stock-Energy | 0.44% | -0.18% | +17.30% | |
| 34 | ADP | Automatic Data Processing | Stock-Tech | 0.44% | — | -0.54% | |
| 35 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.43% | -0.12% | -4.65% | |
| 36 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.43% | -0.05% | -5.73% | |
| 37 | APH | Amphenol Corp-cl A | Stock-Tech | 0.42% | +0.04% | -7.00% | |
| 38 | TXN | Texas Instruments Inc | Stock-Tech | 0.42% | +0.15% | -11.60% | |
| 39 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.40% | +0.01% | -18.23% | |
| 40 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.39% | -0.08% | +5.17% | |
| 41 | CRM | Salesforce Inc | Stock-Tech | 0.39% | -0.07% | -3.89% | |
| 42 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.39% | -0.02% | +9.49% | |
| 43 | ORCL | Oracle CORP | Stock-Tech | 0.39% | -0.05% | -0.36% | |
| 44 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.37% | — | +1.09% | |
| 45 | DHR | Danaher CORP | Stock-Healthcare | 0.36% | -0.01% | +5.41% | |
| 46 | T | At&t Inc | Stock-Comm Services | 0.36% | -0.13% | +7.07% | |
| 47 | PM | Philip Morris International | Stock-Consumer Staples | 0.36% | +0.08% | +20.97% | |
| 48 | SYK | Stryker CORP | Stock-Healthcare | 0.36% | -0.06% | -3.10% | |
| 49 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.35% | -0.01% | +15.54% | |
| 50 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.34% | — | +139.87% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | TSLA | Tesla Inc | +0.4% | -0.98% | Trim |
| 2 | NVDA | Nvidia CORP | +0.4% | +0.50% | Add |
| 3 | AMZN | Amazon.com Inc | +0.4% | +0.82% | Add |
| 4 | AAPL | Apple Inc | +0.3% | -0.42% | Trim |
| 5 | AVGO | Broadcom Inc | +0.2% | -11.82% | Trim |
| 6 | BLK | Blackrock Inc | +0.2% | NEW | New buy |
| 7 | VOO | Vanguard S&p 500 ETF | +0.2% | +139.87% | Add |
| 8 | GOOGL | Alphabet Inc-cl A | +0.2% | +0.12% | Add |
| 9 | LRCX | Lam Research CORP | +0.2% | NEW | New buy |
| 10 | GOOG | Alphabet Inc-cl C | +0.2% | -2.00% | Trim |
| 11 | V | Visa Inc-class A Shares | +0.1% | +5.73% | Add |
| 12 | ANET | Arista Networks Inc | +0.1% | NEW | New buy |
| 13 | WMT | Walmart Inc | +0.1% | +13.98% | Add |
| 14 | PLTR | Palantir Technologies Inc-a | +0.1% | +10.90% | Add |
| 15 | JPM | Jpmorgan Chase & Co | +0.1% | -3.23% | Trim |
| 16 | NFLX | Netflix Inc | +0.1% | -2.57% | Trim |
| 17 | DIS | Walt Disney Co/the | +0.1% | +15.54% | Add |
| 18 | GILD | Gilead Sciences Inc | +0.1% | +20.95% | Add |
| 19 | MET | Metlife Inc | +0.1% | +109.17% | Add |
| 20 | BAC | Bank Of America CORP | +0.1% | +4.94% | Add |
| 21 | PM | Philip Morris International | +0.1% | +20.97% | Add |
| 22 | FHN | First Horizon CORP | +0.1% | +26.23% | Add |
| 23 | CPRT | Copart Inc | +0.1% | +23.25% | Add |
| 24 | CVX | Chevron CORP | +0.1% | +17.30% | Add |
| 25 | CRM | Salesforce Inc | +0.1% | -3.89% | Trim |
| 26 | MRK | Merck & Co. Inc. | +0.1% | +29.74% | Add |
| 27 | TMO | Thermo Fisher Scientific Inc | -0.1% | -2.71% | Trim |
| 28 | BDX | Becton Dickinson And Co | -0.1% | -28.65% | Trim |
| 29 | NEM | Newmont CORP | -0.1% | -10.79% | Trim |
| 30 | COP | Conocophillips | -0.1% | -16.13% | Trim |
| 31 | ALL | Allstate CORP | -0.1% | -32.87% | Trim |
| 32 | ELV | Elevance Health Inc | -0.1% | -9.71% | Trim |
| 33 | DHR | Danaher CORP | -0.1% | +5.41% | Add |
| 34 | UBER | Uber Technologies Inc | -0.1% | -14.57% | Trim |
| 35 | AMAT | Applied Materials Inc | -0.1% | -5.72% | Trim |
| 36 | SNY | Sanofi-adr | -0.1% | -70.09% | Trim |
| 37 | LIN | Linde plc | -0.1% | -3.17% | Trim |
| 38 | AMGN | Amgen Inc | -0.1% | -11.57% | Trim |
| 39 | TXN | Texas Instruments Inc | -0.1% | -11.60% | Trim |
| 40 | ADBE | Adobe Inc | -0.1% | -3.30% | Trim |
| 41 | ANETEUR | Arista Networks Inc | -0.1% | EXIT | Sold out |
| 42 | AMD | Advanced Micro Devices | -0.1% | -7.25% | Trim |
| 43 | MSFT | Microsoft CORP | -0.1% | +0.55% | Add |
| 44 | UNH | Unitedhealth Group Inc | -0.1% | +0.46% | Add |
| 45 | JNJ | Johnson & Johnson | -0.1% | -12.04% | Trim |
| 46 | KO | Coca-cola Co/the | -0.1% | -20.58% | Trim |
| 47 | LLY | Eli Lilly & Co | -0.2% | -1.96% | Trim |
| 48 | BLKCHF | Blackrock Inc | -0.2% | EXIT | Sold out |
| 49 | ABBV | Abbvie Inc | -0.2% | -19.93% | Trim |
| 50 | LRCXEUR | Lam Research CORP | -0.2% | EXIT | Sold out |
According to official SEC Form 13F filings, Bank of New York Mellon Corp reported a total U.S. public equity portfolio value of $609.4B across 4094 disclosed positions in Q4 2024.
During Q4 2024, Bank of New York Mellon Corp's top holdings by market value included AAPL (5.0%)、MSFT (4.8%)、NVDA (4.4%). The largest single position, AAPL, represented 5.0% of total portfolio value.
In Q4 2024, Bank of New York Mellon Corp made 50 total portfolio adjustments, initiating 3 new buys, adding to 19 positions, trimming 25 holdings, and fully liquidating 3 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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