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
$84.2B
$2.53 Million 0.15% of portfolio
5,892
Q1 2025 Added 18.1%
$44.5B
$2.47 Million 0.14% of portfolio
53,991
Q1 2025 Added 0.56%
$92B
$2.19 Million 0.13% of portfolio
4,699
Q1 2025 New
$133B
$2.22 Million 0.13% of portfolio
25,515
Q1 2025 Reduced 34.69%
$0
$2.27 Million 0.13% of portfolio
24,939
Q1 2025 Added 51.04%
$0
$2.28 Million 0.13% of portfolio
13,180
Q1 2025 Reduced 59.64%
$142B
$2.17 Million 0.13% of portfolio
19,327
Q1 2025 Added 13.37%
$15.1B
$2.13 Million 0.12% of portfolio
23,713
Q1 2025 Added 953.91%
$13.8B
$1.83 Million 0.11% of portfolio
17,316
Q3 2024 Reduced 0.23%
$14.2B
$1.81 Million 0.11% of portfolio
17,285
Q1 2025 New
$5.34B
$1.85 Million 0.11% of portfolio
22,690
Q1 2025 New
$8.27B
$1.92 Million 0.11% of portfolio
39,255
Q4 2024 Added 0.74%
$212B
$1.88 Million 0.11% of portfolio
5,708
Q1 2025 Reduced 0.44%
$17.7B
$1.96 Million 0.11% of portfolio
15,469
Q1 2025 New
$16.1B
$1.79 Million 0.1% of portfolio
19,296
Q4 2024 Reduced 0.67%
$200B
$1.71 Million 0.1% of portfolio
60,444
Q1 2025 Reduced 4.11%
$145B
$1.51 Million 0.09% of portfolio
21,350
Q1 2024 Added 0.47%
$0
$1.57 Million 0.09% of portfolio
15,898
Q1 2025 New
$373B
$1.55 Million 0.09% of portfolio
9,103
Q1 2025 Reduced 2.41%
$113B
$1.59 Million 0.09% of portfolio
9,470
Q1 2025 Reduced 4.63%
$300B
$1.36 Million 0.08% of portfolio
18,985
Q1 2025 Reduced 16.68%
$9.57B
$1.36 Million 0.08% of portfolio
4,641
Q1 2025 New
$79B
$1.23 Million 0.07% of portfolio
29,657
Q1 2025 New
$934B
$1.26 Million 0.07% of portfolio
4,875
Q1 2025 Reduced 13.02%
$108B
$1.13 Million 0.07% of portfolio
11,510
Q4 2024 Reduced 5.5%
$48B
$1.14 Million 0.07% of portfolio
51,850
Q2 2024 Added 6.58%
$33.6B
$1.24 Million 0.07% of portfolio
22,663
Q1 2025 New
$61.6B
$1.1 Million 0.06% of portfolio
17,865
Q3 2024 New
$86.2B
$1.05 Million 0.06% of portfolio
7,168
Q1 2025 Reduced 2.71%
$35.9B
$990,000 0.06% of portfolio
8,470
Q4 2024 Reduced 2.87%
$51.4B
$1.04 Million 0.06% of portfolio
24,845
Q1 2025 New
$146B
$1.09 Million 0.06% of portfolio
8,919
Q1 2025 Added 14.52%
$100B
$808,000 0.05% of portfolio
2,400
Q2 2020 New
$3.51B
$860,000 0.05% of portfolio
21,935
Q1 2025 Reduced 38.69%
$0
$843,000 0.05% of portfolio
10,700
Q3 2024 Reduced 1.38%
$41.9B
$790,000 0.05% of portfolio
11,675
Q2 2024 Reduced 2.51%
$32.9B
$795,000 0.05% of portfolio
7,300
Q1 2021 Reduced 3.99%
$76.4B
$837,000 0.05% of portfolio
8,940
Q1 2024 Reduced 2.19%
$29.4B
$804,000 0.05% of portfolio
7,012
Q1 2025 Added 0.72%
$0
$822,000 0.05% of portfolio
7,565
Q1 2025 Reduced 5.02%
$61.7B
$653,000 0.04% of portfolio
3,830
Q1 2025 Added 2.13%
$53.8B
$689,000 0.04% of portfolio
6,307
Q1 2025 Added 22.09%
$4.48B
$620,000 0.04% of portfolio
8,680
Q1 2025 New
$238B
$711,000 0.04% of portfolio
1,302
Q1 2025 Added 13.71%
$6.69B
$713,000 0.04% of portfolio
7,759
Q1 2025 Added 1.97%
$19.3B
$631,000 0.04% of portfolio
10,723
Q1 2025 Reduced 0.92%
$205B
$654,000 0.04% of portfolio
822
Q4 2024 Reduced 3.86%
$125B
$705,000 0.04% of portfolio
3,500
Q1 2025 Reduced 42.27%
$24.4B
$641,000 0.04% of portfolio
1,750
Q1 2025 Reduced 9.33%

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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