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 Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.36T
$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%
$3.42T
$83.9 Million 4.88% of portfolio
223,533
Q1 2025 Reduced 1.61%
$2.1T
$63.2 Million 3.68% of portfolio
332,236
Q1 2025 Reduced 4.86%
$458B
$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%
$338B
$51 Million 2.96% of portfolio
470,255
Q1 2025 Reduced 0.84%
$717B
$39.3 Million 2.28% of portfolio
47,535
Q1 2025 Reduced 0.28%
$1.02T
$32.4 Million 1.88% of portfolio
207,439
Q1 2025 Reduced 6.26%
$201B
$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%
$214B
$17.7 Million 1.03% of portfolio
3,833
Q1 2025 Added 0.76%
$602B
$16.7 Million 0.97% of portfolio
47,731
Q1 2025 Reduced 0.16%
$399B
$12 Million 0.7% of portfolio
72,244
Q1 2025 Added 1.25%
$559B
$11.4 Million 0.66% of portfolio
20,813
Q1 2025 Reduced 11.45%
$266B
$10.3 Million 0.6% of portfolio
117,453
Q1 2025 Added 0.17%
$430B
$9.25 Million 0.54% of portfolio
66,137
Q1 2025 Added 2.78%
$238B
$9.16 Million 0.53% of portfolio
82,204
Q1 2025 Reduced 0.12%
$288B
$8.96 Million 0.52% of portfolio
33,405
Q1 2025 Reduced 14.57%
$388B
$5.9 Million 0.34% of portfolio
16,111
Q1 2025 Added 2.51%
$694B
$5.79 Million 0.34% of portfolio
10,867
Q1 2025 Reduced 52.21%
$295B
$4.86 Million 0.28% of portfolio
9,275
Q1 2025 Reduced 1.07%
$236B
$4.65 Million 0.27% of portfolio
14,893
Q4 2024 Reduced 1.0%
$262B
$4.48 Million 0.26% of portfolio
72,534
Q1 2025 Added 1.41%
$359B
$4.08 Million 0.24% of portfolio
97,689
Q1 2025 Reduced 7.77%
$241B
$3.61 Million 0.21% of portfolio
14,500
Q1 2025 Reduced 0.51%
$237B
$3.2 Million 0.19% of portfolio
24,154
Q4 2024 Reduced 0.31%
$298B
$2.76 Million 0.16% of portfolio
4,170
Q1 2025 Added 9.56%
$777B
$1.64 Million 0.1% of portfolio
6,692
Q1 2025 Added 8.07%
$390B
$1.55 Million 0.09% of portfolio
9,103
Q1 2025 Reduced 2.41%
$311B
$1.36 Million 0.08% of portfolio
18,985
Q1 2025 Reduced 16.68%
$1.08T
$1.26 Million 0.07% of portfolio
4,875
Q1 2025 Reduced 13.02%
$209B
$711,000 0.04% of portfolio
1,302
Q1 2025 Added 13.71%
$207B
$654,000 0.04% of portfolio
822
Q4 2024 Reduced 3.86%
$1T
$502,000 0.03% of portfolio
3,026
Q1 2025 Added 1.68%
$202B
$535,000 0.03% of portfolio
4,040
Q1 2025 Added 8.02%
$205B
$513,000 0.03% of portfolio
5,200
Q3 2024 Reduced 78.77%
$326B
$264,000 0.02% of portfolio
2,000
Q1 2025 New
$530B
$410,000 0.02% of portfolio
440
Q3 2024 Added 18.92%
$248B
$359,000 0.02% of portfolio
4,259
Q4 2024 Reduced 67.19%
$271B
$231,000 0.01% of portfolio
1,383
Q3 2024 New
$304B
$213,000 0.01% of portfolio
800
Q1 2025 New

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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