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CIK: 0000107136
Total reported value
$24.4B
$24.4B
1641 檔
5.1%
In Q4 2024, &partners's U.S. equity holdings reached a combined market value of $24.4B, distributed across 1641 disclosed stock positions.
During Q4 2024, &partners's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, IVV) accounted for 5.1% of total reported equity market value during Q4 2024.
Showing top 200 holdings (of 1641 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 4.25% | +0.03% | +58.45% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 3.52% | -0.26% | +57.35% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.77% | +0.13% | +42.41% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.57% | +0.04% | +40.49% | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.86% | -0.19% | +58.39% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 1.73% | +0.19% | +41.38% | |
| 7 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.62% | -0.12% | +56.22% | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.51% | -0.05% | +62.92% | |
| 9 | DFAI | Dimensional International Co | ETF-Other | 1.46% | -0.09% | +54.80% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.41% | +0.03% | +52.10% | |
| 11 | AVGO | Broadcom Inc | Stock-Tech | 1.34% | +0.13% | +73.15% | |
| 12 | WMT | Walmart Inc | Stock-Consumer Staples | 0.80% | -0.17% | +75.04% | |
| 13 | VUG | Vanguard Growth ETF | ETF-Other | 0.77% | +0.07% | +101.39% | |
| 14 | BLK | Blackrock Inc | Stock-Financials | 0.75% | -0.04% | — | |
| 15 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.73% | -0.08% | +68.43% | |
| 16 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.71% | -0.09% | +63.30% | |
| 17 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.71% | +0.12% | +66.25% | |
| 18 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.71% | -0.02% | +71.72% | |
| 19 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.68% | +0.07% | +71.99% | |
| 20 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.67% | -0.07% | +77.46% | |
| 21 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.65% | -0.12% | +81.11% | |
| 22 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.65% | -0.13% | +71.93% | |
| 23 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.64% | -0.06% | +60.73% | |
| 24 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.63% | +0.11% | +70.59% | |
| 25 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.63% | +0.02% | +37.63% | |
| 26 | CVX | Chevron CORP | Stock-Energy | 0.62% | -0.17% | +87.65% | |
| 27 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.62% | +0.09% | +58.62% | |
| 28 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.62% | -0.08% | +263.42% | |
| 29 | ACN | Accenture plc | Stock-Tech | 0.62% | -0.09% | +78.08% | |
| 30 | ADP | Automatic Data Processing | Stock-Tech | 0.61% | — | +74.37% | |
| 31 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.61% | — | +102.62% | |
| 32 | HD | Home Depot Inc | Stock-Consumer Disc | 0.61% | -0.03% | +92.05% | |
| 33 | VTV | Vanguard Value ETF | ETF-Other | 0.58% | +0.05% | +133.52% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.58% | -0.06% | +130.00% | |
| 35 | AMGN | Amgen Inc | Stock-Healthcare | 0.57% | -0.07% | +103.24% | |
| 36 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.55% | +0.02% | +53.33% | |
| 37 | CSCO | Cisco Systems Inc | Stock-Tech | 0.54% | +0.15% | +70.72% | |
| 38 | ADI | Analog Devices Inc | Stock-Tech | 0.53% | +0.04% | +64.79% | |
| 39 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.52% | -0.09% | +88.21% | |
| 40 | AFL | Aflac Inc | Stock-Financials | 0.52% | — | +60.09% | |
| 41 | ABT | Abbott Laboratories | Stock-Healthcare | 0.51% | -0.07% | +66.38% | |
| 42 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.50% | — | +77.04% | |
| 43 | NEE | Nextera Energy Inc | Stock-Utilities | 0.47% | -0.06% | +63.54% | |
| 44 | XOM | Exxon Mobil CORP | Stock-Energy | 0.47% | -0.19% | +44.67% | |
| 45 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.46% | +0.08% | +78.75% | |
| 46 | ABBV | Abbvie Inc | Stock-Healthcare | 0.45% | +0.01% | +74.82% | |
| 47 | FIXD | First Trust Smith Opportunis | ETF-Other | 0.44% | -0.01% | +59.21% | |
| 48 | V | Visa Inc-class A Shares | Stock-Financials | 0.44% | +0.01% | +65.46% | |
| 49 | CB | Chubb Limited | Stock-Financials | 0.43% | -0.02% | +59.86% | |
| 50 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.42% | -0.01% | +87.56% |
According to official SEC Form 13F filings, &partners reported a total U.S. public equity portfolio value of $24.4B across 1641 disclosed positions in Q4 2024.
During Q4 2024, &partners's top holdings by market value included AAPL (4.3%)、MSFT (3.5%)、IVV (2.8%). The largest single position, AAPL, represented 4.3% of total portfolio value.
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In Q4 2024, &partners made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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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