Builder Investment Group Inc /Adv Portfolio Holdings

Builder Investment Group Inc /Adv

  • $372 Billion
  • Q3 2024

Builder Investment Group Inc /Adv has filed its 13F form on October 21, 2024 for Q3 2024 where it was disclosed a total value porftolio of $372 Billion distributed in 102 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $107B, Eli Lilly & CO with a value of $25.5B, Dimensional ETF Tr U S Small C with a value of $19B, Microsoft Corp with a value of $14.2B, and Dimensional ETF Tr with a value of $13.7B.

Examining the 13F form we can see an increase of $5.85B in the current position value, from $367B to 372B.

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 $372 Billion
Technology: $144 Billion
ETFs: $67 Billion
Healthcare: $36.6 Billion
Industrials: $28 Billion
Energy: $24.1 Billion
Financial Services: $23.2 Billion
Consumer Cyclical: $14 Billion
Consumer Defensive: $12.9 Billion
Other: $18.4 Billion

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.74B
$6.36 Billion 1.71% of portfolio
1,044,584
Q3 2024 Added 2.37%

Summary

  • Portfolio
  • No. of Stocks 102
  • Current Value $372 Billion
  • Prior Value $367 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 21, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 4 stocks
  • Additional Purchases 25 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 25 stocks
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