Builder Investment Group Inc /Adv Portfolio Holdings

Builder Investment Group Inc /Adv

  • $352 Billion
  • Q1 2025

Builder Investment Group Inc /Adv has filed its 13F form on April 21, 2025 for Q1 2025 where it was disclosed a total value porftolio of $352 Billion distributed in 98 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $91.8B, Eli Lilly & CO with a value of $22.2B, Dimensional ETF Tr U S Small C with a value of $17.7B, Dimensional ETF Tr with a value of $14.3B, and Microsoft Corp with a value of $12.3B.

Examining the 13F form we can see an decrease of $16.4B in the current position value, from $368B to 352B.

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 $352 Billion
Technology: $129 Billion
ETFs: $65.8 Billion
Healthcare: $32.7 Billion
Financial Services: $26.6 Billion
Industrials: $25.1 Billion
Energy: $24 Billion
Basic Materials: $14.2 Billion
Consumer Defensive: $12.5 Billion
Other: $17.1 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$932 Million 0.26% of portfolio
9,975
Q1 2025 Reduced 7.42%
$258B
$795 Million 0.23% of portfolio
9,061
Q2 2024 Added 0.02%
$382B
$795 Million 0.23% of portfolio
4,665
Q2 2024 Added 0.02%
$210B
$729 Million 0.21% of portfolio
8,117
Q1 2025 Reduced 0.94%
$0
$728 Million 0.21% of portfolio
26,050
Q1 2025 Added 0.08%
$137B
$732 Million 0.21% of portfolio
3,139
Q4 2024 Reduced 3.98%
$63.6B
$663 Million 0.19% of portfolio
7,911
Q1 2024 Reduced 0.13%
$0
$638 Million 0.18% of portfolio
29,640
Q1 2025 Added 4.03%
$0
$634 Million 0.18% of portfolio
1,755
Q1 2024 Added 11.08%
$98.4B
$613 Million 0.17% of portfolio
6,662
Q4 2024 Reduced 1.0%
$0
$601 Million 0.17% of portfolio
25,447
Q4 2024 Added 198.39%
$208B
$615 Million 0.17% of portfolio
2,475
Q4 2022 New
$0
$534 Million 0.15% of portfolio
18,983
Q1 2025 Added 12.33%
$0
$515 Million 0.15% of portfolio
8,510
Q1 2025 Added 38.58%
$967B
$545 Million 0.15% of portfolio
3,522
Q1 2025 Added 0.57%
$714B
$532 Million 0.15% of portfolio
2,170
Q3 2024 Reduced 0.96%
$126M
$483 Million 0.14% of portfolio
128,764
Q1 2025 Added 0.02%
$149B
$461 Million 0.13% of portfolio
12,491
Q1 2025 Reduced 2.28%
$691B
$459 Million 0.13% of portfolio
862
Q4 2024 Reduced 3.9%
$150B
$449 Million 0.13% of portfolio
1,440
Q4 2022 New
$221B
$422 Million 0.12% of portfolio
4,998
Q1 2025 Added 0.42%
$41.3B
$406 Million 0.12% of portfolio
1,940
Q4 2022 New
$997B
$378 Million 0.11% of portfolio
2,420
Q3 2023 Added 19.8%
$0
$376 Million 0.11% of portfolio
9,789
Q1 2025 Added 33.24%
$130B
$357 Million 0.1% of portfolio
2,460
Q1 2024 Reduced 26.79%
$191B
$320 Million 0.09% of portfolio
11,302
Q3 2024 Reduced 0.03%
$60.7B
$317 Million 0.09% of portfolio
1,200
Q4 2023 New
$0
$324 Million 0.09% of portfolio
2,571
Q4 2024 Reduced 1.91%
$1.93T
$307 Million 0.09% of portfolio
1,613
Q1 2025 Reduced 1.53%
$0
$299 Million 0.08% of portfolio
13,522
Q1 2025 Reduced 0.84%
$0
$291 Million 0.08% of portfolio
1,925
Q4 2022 New
$0
$286 Million 0.08% of portfolio
14,467
Q1 2025 Added 0.35%
$509B
$272 Million 0.08% of portfolio
496
Q4 2023 New
$0
$270 Million 0.08% of portfolio
9,866
Q4 2024 Added 99.92%
$129B
$283 Million 0.08% of portfolio
11,150
Q4 2024 Reduced 2.31%
$98.2B
$229 Million 0.07% of portfolio
1,053
Q1 2025 New
$265B
$233 Million 0.07% of portfolio
3,250
Q4 2024 Reduced 23.53%
$0
$234 Million 0.07% of portfolio
4,931
Q1 2025 Added 12.35%
$226B
$234 Million 0.07% of portfolio
1,767
Q1 2025 Reduced 13.08%
$106B
$231 Million 0.07% of portfolio
1,355
Q1 2025 Added 7.97%
$94.2B
$239 Million 0.07% of portfolio
1,711
Q3 2024 Reduced 2.84%
$0
$243 Million 0.07% of portfolio
793
Q4 2023 New
$0
$232 Million 0.07% of portfolio
9,902
Q4 2024 Added 113.91%
$58.5B
$219 Million 0.06% of portfolio
958
Q2 2023 New
$68.5B
$204 Million 0.06% of portfolio
1,400
Q1 2025 New
Lam Research Corp
-
$218 Million 0.06% of portfolio
-
Q4 2024 New
$6.61B
$225 Million 0.06% of portfolio
2,422
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 98
  • Current Value $352 Billion
  • Prior Value $368 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 21, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 2 stocks
  • Additional Purchases 30 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 26 stocks
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