Toroso Investments, LLC Portfolio Holdings
Toroso Investments, LLC
- $10.5 Billion
- Q1 2025
Toroso Investments, LLC has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $10.5 Billion distributed in 2270 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 $383M, Nvidia Corp with a value of $357M, Apple Inc. with a value of $317M, Microsoft Corp with a value of $306M, and Amazon Com Inc with a value of $208M.
Examining the 13F form we can see an decrease of $320M in the current position value, from $10.8B to 10.5B.
Toroso Investments, LLC is based out at Massapequa, NY
Below you can find more details about Toroso Investments, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$10.5 Billion
Technology: $2.76 Billion
ETFs: $1.44 Billion
Financial Services: $1.05 Billion
Basic Materials: $984 Million
Consumer Cyclical: $949 Million
Industrials: $863 Million
Healthcare: $722 Million
Communication Services: $683 Million
Other: $1 Billion
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 2,270
- Current Value $10.5 Billion
- Prior Value $10.8 Billion
- Filing
- Period Q1 2025
- Filing Date May 14, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 201 stocks
- Additional Purchases 676 stocks
- Sold out of 0 stocks
- Reduced holdings in 820 stocks