Constellation Investments, Inc. has filed its 13F form on April 22, 2025 for Q1 2025 where it was disclosed a total value porftolio of $2.11 Trillion distributed in 20 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $660B, Ishares Core U.S. Aggregate Bo with a value of $410B, Vanguard Index Fds S&P 500 ETF with a value of $272B, Ishares Core S&P Mid Cap ETF with a value of $162B, and Invesco Qqq Trust, Series 1 with a value of $91.4B.

Examining the 13F form we can see an decrease of $92B in the current position value, from $2.2T to 2.11T.

Constellation Investments, Inc. is based out at Montgomery, OH

Below you can find more details about Constellation Investments, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $2.11 Trillion
ETFs: $58 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 20
  • Current Value $2.11 Trillion
  • Prior Value $2.2 Trillion
  • Filing
  • Period Q1 2025
  • Filing Date April 22, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 3 stocks
  • Additional Purchases 7 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 6 stocks
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