Zega Investments, LLC Portfolio Holdings

Zega Investments, LLC

  • $656 Billion
  • Q1 2025

Zega Investments, LLC has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $656 Billion distributed in 136 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $56.3B, Spdr S&P 500 ETF Trust with a value of $31B, Ssga Active Trust with a value of $24.9B, Spdr Bloomberg Short Term High with a value of $21.2B, and Amazon Com Inc with a value of $16.2B.

Examining the 13F form we can see an increase of $258B in the current position value, from $398B to 656B.

Zega Investments, LLC is based out at Palm Beach Gardens, FL

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

Portfolio value $656 Billion
ETFs: $389 Billion
Technology: $136 Billion
Consumer Cyclical: $35.3 Billion
Financial Services: $17 Billion
Healthcare: $17 Billion
Energy: $16.8 Billion
Communication Services: $16.3 Billion
Consumer Defensive: $9.23 Billion
Other: $3.92 Billion

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

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

Summary

  • Portfolio
  • No. of Stocks 136
  • Current Value $656 Billion
  • Prior Value $398 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 19 stocks
  • Additional Purchases 64 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 28 stocks
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