Constellation Investments, Inc. has filed its 13F form on January 29, 2025 for Q4 2024 where it was disclosed a total value porftolio of $2.2 Trillion distributed in 17 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 $669B, Ishares Core U.S. Aggregate Bo with a value of $431B, Vanguard Index Fds S&P 500 ETF with a value of $239B, Ishares Tr Russell 1000 ETF with a value of $182B, and Ishares Tr with a value of $130B.

Examining the 13F form we can see an increase of $2.2T in the current position value.

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 $2.2 Trillion
ETFs: $13.9 Billion

Stock Holdings Table Market Cap. of Under $50 Millions

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

Summary

  • Portfolio
  • No. of Stocks 17
  • Current Value $2.2 Trillion
  • Filing
  • Period Q4 2024
  • Filing Date January 29, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 17 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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