Adell Harriman & Carpenter Inc has filed its 13F form on April 29, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.33 Trillion distributed in 170 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $91.5B, Nvidia Corp with a value of $90.4B, Broadcom Inc. with a value of $90.2B, Microsoft Corp with a value of $58B, and Amazon Com Inc with a value of $41.1B.

Examining the 13F form we can see an decrease of $110B in the current position value, from $1.44T to 1.33T.

Below you can find more details about Adell Harriman & Carpenter Inc portfolio as well as his latest detailed transactions.

Portfolio value $1.33 Trillion
Technology: $475 Billion
Financial Services: $203 Billion
Energy: $121 Billion
Industrials: $92.9 Billion
Healthcare: $92.8 Billion
Consumer Cyclical: $81.2 Billion
Consumer Defensive: $74 Billion
Real Estate: $68.4 Billion
Other: $109 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 170
  • Current Value $1.33 Trillion
  • Prior Value $1.44 Trillion
  • Filing
  • Period Q1 2025
  • Filing Date April 29, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 11 stocks
  • Additional Purchases 72 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 72 stocks
Track This Portfolio

Track Adell Harriman & Carpenter Inc Portfolio

Follow Adell Harriman & Carpenter Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Adell Harriman & Carpenter Inc, based on Form 13F filings with the SEC.

News

Stay updated on Adell Harriman & Carpenter Inc with notifications on news.