Investment House LLC Portfolio Holdings

Investment House LLC

  • $1.72 Billion
  • Q1 2025

Investment House LLC has filed its 13F form on May 08, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.72 Billion distributed in 213 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $119M, Meta Platforms, Inc. with a value of $94.6M, Microsoft Corp with a value of $83.9M, Amazon Com Inc with a value of $63.2M, and Costco Wholesale Corp with a value of $62.4M.

Examining the 13F form we can see an decrease of $88.3M in the current position value, from $1.81B to 1.72B.

Investment House LLC is based out at Las Vegas, NV

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

Portfolio value $1.72 Billion
Technology: $597 Million
Consumer Cyclical: $238 Million
Healthcare: $193 Million
Industrials: $192 Million
Communication Services: $191 Million
Financial Services: $140 Million
Consumer Defensive: $100 Million
ETFs: $38.6 Million
Other: $30.2 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.39T
$119 Million 6.92% of portfolio
535,285
Q1 2025 Reduced 3.63%
$1.44T
$94.6 Million 5.5% of portfolio
164,129
Q1 2025 Reduced 8.47%
$3.39T
$83.9 Million 4.88% of portfolio
223,533
Q1 2025 Reduced 1.61%
$2.09T
$63.2 Million 3.68% of portfolio
332,236
Q1 2025 Reduced 4.86%
$454B
$62.4 Million 3.63% of portfolio
65,960
Q1 2025 Added 1.29%
$993B
$53.3 Million 3.1% of portfolio
344,723
Q1 2025 Reduced 1.98%
$337B
$51 Million 2.96% of portfolio
470,255
Q1 2025 Reduced 0.84%
$189B
$48.6 Million 2.83% of portfolio
79,211
Q1 2025 Reduced 8.21%
$720B
$39.3 Million 2.28% of portfolio
47,535
Q1 2025 Reduced 0.28%
$70.8B
$34.9 Million 2.03% of portfolio
79,702
Q1 2025 Added 1.4%
$194B
$34.4 Million 2.0% of portfolio
89,629
Q1 2025 Added 1.8%
$1.02T
$32.4 Million 1.88% of portfolio
207,439
Q1 2025 Reduced 6.26%
$94.4B
$31.3 Million 1.82% of portfolio
135,115
Q1 2025 Added 0.24%
$98.4B
$30.2 Million 1.75% of portfolio
174,876
Q1 2025 Added 0.01%
$200B
$28.9 Million 1.68% of portfolio
92,764
Q1 2025 Added 0.17%
$224B
$28.6 Million 1.66% of portfolio
106,192
Q1 2025 Added 6.61%
$130B
$27.2 Million 1.58% of portfolio
13,931
Q1 2025 Reduced 5.3%
$133B
$26.7 Million 1.56% of portfolio
87,531
Q1 2025 Reduced 0.01%
$46.5B
$25.4 Million 1.48% of portfolio
2,482,374
Q1 2025 Added 6.04%
$177B
$23.9 Million 1.39% of portfolio
122,613
Q1 2025 Added 1.22%
$145B
$21.8 Million 1.27% of portfolio
93,424
Q1 2025 Added 9.15%
$171B
$21.4 Million 1.24% of portfolio
139,070
Q1 2025 Added 1.44%
$11.6B
$18.6 Million 1.08% of portfolio
117,431
Q1 2025 Added 4.56%
$211B
$17.7 Million 1.03% of portfolio
3,833
Q1 2025 Added 0.76%
$90.7B
$17.2 Million 1.0% of portfolio
131,668
Q1 2025 Reduced 0.17%
$73.8B
$17.1 Million 0.99% of portfolio
67,339
Q1 2025 Added 0.93%
$597B
$16.7 Million 0.97% of portfolio
47,731
Q1 2025 Reduced 0.16%
$53.1B
$15.9 Million 0.92% of portfolio
64,550
Q1 2025 Added 2.41%
$23.3B
$15.4 Million 0.9% of portfolio
140,172
Q1 2025 Reduced 0.52%
$29.6B
$15.2 Million 0.88% of portfolio
166,335
Q1 2025 Added 28.39%
$149B
$14.9 Million 0.87% of portfolio
40,046
Q1 2025 Added 0.48%
$76.3B
$14.8 Million 0.86% of portfolio
90,161
Q1 2025 Added 1.45%
$199B
$14.2 Million 0.82% of portfolio
28,625
Q2 2024 Reduced 0.35%
$142B
$13.3 Million 0.77% of portfolio
56,192
Q1 2025 Added 1.77%
$182B
$13.3 Million 0.77% of portfolio
182,194
Q1 2025 Added 43.45%
$55.7B
$12.9 Million 0.75% of portfolio
13,074
Q4 2024 Reduced 0.19%
$106B
$12.4 Million 0.72% of portfolio
46,900
Q1 2025 Reduced 1.07%
$193B
$12.2 Million 0.71% of portfolio
136,125
Q1 2025 Reduced 8.21%
$396B
$12 Million 0.7% of portfolio
72,244
Q1 2025 Added 1.25%
$48.2B
$11.6 Million 0.67% of portfolio
159,854
Q1 2025 Reduced 1.06%
$556B
$11.4 Million 0.66% of portfolio
20,813
Q1 2025 Reduced 11.45%
$94.4B
$11.3 Million 0.65% of portfolio
31,925
Q1 2025 Added 2.95%
$146B
$11.1 Million 0.64% of portfolio
35,470
Q1 2025 Reduced 0.17%
$0
$11 Million 0.64% of portfolio
85,656
Q1 2025 Added 3.22%
$47.2B
$10.9 Million 0.63% of portfolio
34,805
Q1 2025 Added 3.02%
$267B
$10.3 Million 0.6% of portfolio
117,453
Q1 2025 Added 0.17%
$59.7B
$10 Million 0.58% of portfolio
41,045
Q1 2025 Reduced 5.07%
$325B
$10 Million 0.58% of portfolio
47,946
Q4 2024 Reduced 12.15%
$17.8B
$10 Million 0.58% of portfolio
152,485
Q1 2025 Reduced 0.36%

Summary

  • Portfolio
  • No. of Stocks 213
  • Current Value $1.72 Billion
  • Prior Value $1.81 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 08, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 26 stocks
  • Additional Purchases 81 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 63 stocks
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