Illumine Investment Management, LLC Portfolio Holdings

Illumine Investment Management, LLC

  • $122 Billion
  • Q4 2024

Illumine Investment Management, LLC has filed its 13F form on February 05, 2025 for Q4 2024 where it was disclosed a total value porftolio of $122 Billion distributed in 91 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $5.91B, Costco Wholesale Corp with a value of $3.97B, Intuitive Surgical Inc with a value of $3.96B, Jp Morgan ETF Tr Ultra Short I with a value of $3.67B, and Neos ETF Trust with a value of $3.64B.

Examining the 13F form we can see an increase of $122B in the current position value.

Illumine Investment Management, LLC is based out at Poulsbo, WA

Below you can find more details about Illumine Investment Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $122 Billion
Technology: $27.7 Billion
ETFs: $21 Billion
Healthcare: $18.7 Billion
Financial Services: $17.3 Billion
Industrials: $10.3 Billion
Communication Services: $7.36 Billion
Consumer Defensive: $4.24 Billion
Consumer Cyclical: $3.39 Billion
Other: $1.17 Billion

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$5.95B
$1.76 Billion 1.45% of portfolio
61,299
Q4 2024 New
$2.75B
$1.57 Billion 1.29% of portfolio
7,068
Q4 2024 New
$2.14B
$1.24 Billion 1.02% of portfolio
13,432
Q4 2024 New
$2.34B
$1.11 Billion 0.91% of portfolio
30,277
Q4 2024 New
$7.33B
$1.03 Billion 0.85% of portfolio
20,481
Q4 2024 New
$4.82B
$757 Million 0.62% of portfolio
6,975
Q4 2024 New
$7.79B
$745 Million 0.61% of portfolio
3,386
Q4 2024 New
$3.42B
$605 Million 0.5% of portfolio
4,545
Q4 2024 New
$7.23B
$595 Million 0.49% of portfolio
3,588
Q4 2024 New
$5.92B
$537 Million 0.44% of portfolio
5,809
Q4 2024 New
$3.28B
$479 Million 0.39% of portfolio
13,035
Q4 2024 New
$2.2B
$229 Million 0.19% of portfolio
1,923
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 91
  • Current Value $122 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 05, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 91 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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