CI Investments Inc.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 12, 2025), CI Investments Inc. reported 1,287 stock positions worth $26.5 billion. Its top holding was iShares Core S&P 500 ETF (IVV) at 18.4% of the portfolio, followed by Microsoft (MSFT, 4.7%) and Amazon.com (AMZN, 4.0%). Compared with Q3 2024, it opened 71 new positions, sold out of 51, added to 760 and reduced 429. The biggest buy was iShares Core MSCI Europe ETF (IEUR, shares +684%) and the biggest sale AES (AES, shares −92%).
- Most Recent 13F
- Q2 2026
- Location
- TORONTO, Z4
- CIK
- 0001163648
- Portfolio Value
- $26.5B (Q4 2024)
- SEC Filing
- 0001163648-25-000002 ↗ filed Feb 12, 2025
Holdings Value
Holdings 1,287 stocks · $26.5B
| IVV iShares Core S&P 500 ETF | 18.36% | 8,269,682 | $4.9B | No change |
| MSFT Microsoft Corp. | 4.72% | 2,967,711 | $1.3B | Add +5.9% |
| AMZN Amazon.com Inc. | 4.02% | 4,858,549 | $1.1B | Reduce -5.9% |
| NVDA Nvidia Corp. | 3.91% | 7,724,162 | $1.0B | Add +7.9% |
| AAPL Apple Inc. | 2.64% | 2,797,579 | $700.6M | Reduce -6.8% |
| META Meta Platforms Inc. Class A | 2.63% | 1,192,917 | $698.5M | Reduce -4.0% |
| MA Mastercard Inc. Class A | 2.28% | 1,147,709 | $604.4M | Add +0.6% |
| GOOG Alphabet Inc. Class C | 2.26% | 3,144,348 | $598.8M | Reduce -1.5% |
| UNH Unitedhealth Group Inc. | 1.89% | 991,308 | $501.5M | Add +12.2% |
| AVGO Broadcom Inc. | 1.73% | 1,974,693 | $457.8M | Reduce -8.6% |
| LLY Eli Lilly & Co. | 1.35% | 465,170 | $359.1M | Add +0.9% |
| JPM JPMorgan Chase & Co. | 1.26% | 1,397,351 | $335.0M | Reduce -4.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.18% | 531,788 | $311.7M | Add +62.6% |
| KKR KKR & Co. Inc. | 1.08% | 1,939,565 | $286.9M | Add +1.9% |
| NOW ServiceNow Inc. | 1.08% | 270,218 | $286.5M | Reduce -27.8% |
| LNG Cheniere Energy Inc. | 1.03% | 1,269,032 | $272.7M | Reduce -5.2% |
| GOOGL Alphabet Inc. Class A | 0.98% | 1,372,843 | $259.9M | Reduce -5.5% |
| V Visa Inc. Class A | 0.89% | 746,078 | $235.8M | Reduce -16.9% |
| USFD US Foods Holding Corp. | 0.84% | 3,320,896 | $224.0M | Reduce -11.7% |
| IEUR iShares Core MSCI Europe ETF | 0.78% | 3,816,707 | $206.0M | Add +683.8% |
| TSM Taiwan Semiconductor-SP ADR | 0.75% | 1,012,856 | $200.0M | Reduce -36.1% |
| TMO Thermo Fisher Scientific Inc. | 0.74% | 375,639 | $195.4M | Add +85.3% |
| J Jacobs Solutions Inc. | 0.70% | 1,395,313 | $186.4M | Add +23.2% |
| BN Brookfield Corp. | 0.70% | 3,219,192 | $184.9M | Reduce -7.0% |
| CRM Salesforce Inc. | 0.66% | 522,428 | $174.7M | Add +54.1% |
| MRK Merck & Co. Inc. | 0.66% | 1,748,235 | $173.9M | Add +34.5% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.63% | 3,792,002 | $166.7M | Reduce -9.7% |
| VTR Ventas Inc. | 0.63% | 2,824,734 | $166.3M | Add +1.9% |
| LYV Live Nation Entertainment Inc. | 0.61% | 1,252,517 | $162.2M | Reduce -12.4% |
| WMB Williams Cos Inc. | 0.60% | 2,949,482 | $159.6M | Reduce -3.4% |
| BKNG Booking Holdings Inc. | 0.60% | 32,063 | $159.3M | Reduce -6.1% |
| BSX Boston Scientific Corp. | 0.56% | 1,648,002 | $147.2M | Reduce -1.5% |
| EQIX Equinix Inc. | 0.53% | 148,768 | $140.3M | Reduce -0.9% |
| CEG Constellation Energy | 0.51% | 603,709 | $135.1M | Reduce -6.9% |
| PG The Procter & Gamble Co. | 0.51% | 799,884 | $134.1M | Reduce -1.0% |
| GS Goldman Sachs Group Inc. | 0.50% | 233,178 | $133.5M | Reduce -1.9% |
| ACN Accenture PLC Class A | 0.49% | 367,998 | $129.5M | Reduce -9.3% |
| VICI Vici Properties Inc. filed as VICI PPTYS INC | 0.48% | 4,349,817 | $127.1M | Reduce -0.8% |
| ACM Aecom | 0.48% | 1,182,410 | $126.3M | Reduce -9.3% |
| T AT&T Inc. | 0.47% | 5,486,730 | $124.9M | Reduce -0.8% |
| DHR Danaher Corp. | 0.46% | 525,806 | $120.7M | Add +10.7% |
| SYK Stryker Corp. | 0.43% | 319,643 | $115.1M | Reduce -10.8% |
| SPGI S&P Global Inc. | 0.43% | 230,861 | $115.0M | Reduce -17.4% |
| PLD Prologis Inc. | 0.42% | 1,046,305 | $110.6M | Reduce -15.9% |
| AMD Advanced Micro Devices | 0.42% | 914,894 | $110.5M | Reduce -30.6% |
| TRGP Targa Resources Corp. | 0.42% | 617,033 | $110.1M | Reduce -5.1% |
| BLK BlackRock Inc. | 0.41% | 105,670 | $108.3M | Add +31.2% |
| ZTS Zoetis Inc. | 0.41% | 661,887 | $107.8M | Reduce -3.9% |
| AMH American Homes 4 Rent- A | 0.40% | 2,841,312 | $106.3M | Reduce -22.0% |
| TLT iShares 20+ Year Treasury BD | 0.39% | 1,171,237 | $102.3M | Add +303.6% |
| AXP American Express Co. | 0.38% | 341,367 | $101.3M | Reduce -1.4% |
| SBAC SBA Communications Corp. | 0.38% | 492,179 | $100.3M | Reduce -21.5% |
| TIP iShares Tips Bond ETF | 0.36% | 905,900 | $96.5M | No change |
| NFLX Netflix Inc. | 0.36% | 107,104 | $95.5M | Add +15.3% |
| ETR Entergy Corp. | 0.36% | 1,256,937 | $95.3M | Reduce -15.6% |
| WMT Walmart Inc. | 0.36% | 1,043,788 | $94.3M | Add +42.7% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.35% | 268,100 | $91.7M | Add +52.6% |
| ADI Analog Devices Inc. | 0.34% | 426,520 | $90.6M | Reduce -19.5% |
| SRE Sempra | 0.33% | 1,004,348 | $88.1M | Reduce -1.2% |
| BRX Brixmor Property Group Inc. | 0.33% | 3,156,750 | $87.9M | Add +47.7% |
| BIP Brookfield Infrastructure Pa | 0.33% | 2,741,826 | $87.2M | Reduce -1.3% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.33% | 306,592 | $87.0M | Reduce -8.8% |
| ADBE Adobe Inc. | 0.31% | 184,929 | $82.2M | Reduce -2.9% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.31% | 119 | $81.0M | Reduce -4.8% |
| CDNS Cadence Design SYS Inc. | 0.30% | 268,424 | $80.7M | Add +536.8% |
| WFC Wells Fargo & Co. | 0.30% | 1,120,126 | $78.7M | Add +9.3% |
| DOC Healthpeak Properties Inc. | 0.29% | 3,819,993 | $77.4M | Reduce -28.5% |
| DDOG Datadog Inc. Class A | 0.29% | 534,485 | $76.4M | Add +183.2% |
| CRH CRH PLC | 0.27% | 780,154 | $72.2M | Add +14.0% |
| VRT Vertiv Holdings Co. Class A | 0.27% | 626,840 | $71.2M | Reduce -4.0% |
| GEV GE Vernova Inc. | 0.27% | 216,228 | $71.1M | Reduce -37.2% |
| CYBR Cyberark Software Ltd./Israel | 0.26% | 207,978 | $69.3M | Add +76.7% |
| XOM Exxon Mobil Corp. | 0.26% | 639,102 | $68.7M | Add +25.8% |
| KO The Coca-Cola Co. | 0.26% | 1,102,984 | $68.7M | Reduce -24.7% |
| HON Honeywell International Inc. | 0.26% | 301,347 | $68.1M | Reduce -0.9% |
| BATRK Atlanta Braves Holdings in-C | 0.25% | 1,710,193 | $65.4M | Reduce -1.3% |
| CL Colgate-Palmolive Co. | 0.25% | 719,604 | $65.4M | Add +16.0% |
| CACI Caci International Inc. Class A | 0.24% | 157,608 | $63.7M | Add +2.0% |
| TDG Transdigm Group Inc. | 0.24% | 49,560 | $62.8M | Reduce -6.1% |
| MRVL Marvell Technology Inc. | 0.23% | 564,146 | $62.3M | Add +0.3% |
| MCO Moody's Corp. | 0.23% | 131,357 | $62.2M | Reduce -2.0% |
| BABA Alibaba Group Holding-SP ADR | 0.23% | 714,389 | $60.6M | Add +323.4% |
| HST Host Hotels & Resorts Inc. | 0.23% | 3,448,208 | $60.4M | Reduce -2.2% |
| HESM Hess Midstream LP Class A | 0.23% | 1,612,158 | $59.7M | Reduce -1.3% |
| HD Home Depot Inc. | 0.22% | 147,707 | $57.5M | Add +1.0% |
| EQH Equitable Holdings Inc. | 0.21% | 1,174,728 | $55.4M | Reduce -4.4% |
| AEM Agnico Eagle Mines Ltd. | 0.21% | 706,469 | $55.3M | Reduce -5.1% |
| PGR Progressive Corp. | 0.21% | 230,230 | $55.2M | Reduce -20.3% |
| UBER Uber Technologies Inc. | 0.21% | 905,686 | $54.6M | Reduce -7.1% |
| CP Canadian Pacific Kansas City | 0.20% | 749,730 | $54.3M | Add +35.4% |
| MELI MercadoLibre Inc. | 0.20% | 31,856 | $54.2M | Add +19.9% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.20% | 685,575 | $53.9M | Add +22.8% |
| JCI Johnson Controls Internation | 0.20% | 674,518 | $53.2M | Add +108.3% |
| LIN Linde PLC | 0.20% | 126,710 | $53.0M | Reduce -3.9% |
| BBU Brookfield Business PT-Unit | 0.20% | 2,226,475 | $52.1M | Reduce -0.1% |
| AMAT Applied Materials Inc. | 0.20% | 320,612 | $52.1M | Reduce -48.5% |
| CMG Chipotle Mexican Grill Inc. | 0.20% | 859,372 | $51.8M | Add +0.6% |
| FWONK Liberty Media Corp. Class C | 0.19% | 553,365 | $51.3M | Reduce -20.0% |
| MSI Motorola Solutions Inc. | 0.19% | 110,150 | $50.9M | Add +54.5% |
| CSGP Costar Group Inc. | 0.19% | 705,007 | $50.5M | Reduce -0.3% |
Options reported separately and not counted above: STATE STR SPDR S&P 500 ETF T puts ($17.2M), INVESCO QQQ TR puts ($4.3M), LULULEMON ATHLETICA INC calls ($1.4M), VANECK ETF TRUST puts ($1.3M), SELECT SECTOR SPDR TR puts ($1.3M), APPLOVIN CORP calls ($886K), THERMO FISHER SCIENTIFIC INC calls ($235K), ZSCALER INC calls ($43K), SELECT SECTOR SPDR TR puts ($38K), UNITEDHEALTH GROUP INC calls ($35K), HUMANA INC calls ($19K), SELECT SECTOR SPDR TR puts ($3K), and 1 more.
Other holdings (1): bonds, preferreds, convertibles and warrants · $87K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| DC.WS Dakota Gold Corp.-26 | *W EXP 03/15/202 | 721,511 | $87K | New |
Total filed on the 13F, all lines: $26.5B.
Portfolio Sells Q3 2024 → Q4 2024
| AES AES Corp. | Reduce -91.9% | 0.03% | −0.47 |
| AMD Advanced Micro Devices | Reduce -30.6% | 0.42% | −0.41 |
| XBI SS SPDR S&P Biotech ETF | Reduce -93.5% | 0.03% | −0.41 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -36.1% | 0.75% | −0.29 |
| AMAT Applied Materials Inc. | Reduce -48.5% | 0.20% | −0.28 |
| FXI iShares China Large-Cap ETF | Reduce -99.3% | 0.00% | −0.26 |
| IEMG iShares Core MSCI Emerging | Reduce -92.1% | 0.02% | −0.20 |
| SBAC SBA Communications Corp. | Reduce -21.5% | 0.38% | −0.20 |
| NOW ServiceNow Inc. | Reduce -27.8% | 1.08% | −0.19 |
| HDB HDFC Bank Ltd.-ADR | Sold out | 0.00% | −0.19 |
| KLAC KLA Corp. | Reduce -62.2% | 0.08% | −0.19 |
| CVX Chevron Corp. | Reduce -66.0% | 0.09% | −0.18 |
| PLD Prologis Inc. | Reduce -15.9% | 0.42% | −0.18 |
| DOC Healthpeak Properties Inc. | Reduce -28.5% | 0.29% | −0.17 |
| SNPS Synopsys Inc. | Reduce -71.4% | 0.06% | −0.16 |
| GDX Vaneck Gold Miners ETF | Reduce -76.1% | 0.04% | −0.16 |
| KO The Coca-Cola Co. | Reduce -24.7% | 0.26% | −0.14 |
| CEG Constellation Energy | Reduce -6.9% | 0.51% | −0.13 |
| AMH American Homes 4 Rent- A | Reduce -22.0% | 0.40% | −0.13 |
| KIM Kimco Realty Corp. | Reduce -44.2% | 0.16% | −0.13 |
| MDLZ Mondelez International Inc. Class A | Reduce -38.0% | 0.13% | −0.13 |
| ADI Analog Devices Inc. | Reduce -19.5% | 0.34% | −0.12 |
| SPGI S&P Global Inc. | Reduce -17.4% | 0.43% | −0.12 |
| MU Micron Technology Inc. | Reduce -23.0% | 0.19% | −0.11 |
| ZTS Zoetis Inc. | Reduce -3.9% | 0.41% | −0.11 |
| ELV Elevance Health Inc. | Reduce -67.1% | 0.03% | −0.10 |
| FCX Freeport-McMoran Inc. | Reduce -15.0% | 0.18% | −0.10 |
| NEE Nextera Energy Inc. | Reduce -21.4% | 0.19% | −0.10 |
| INTC Intel Corp. | Reduce -97.8% | 0.00% | −0.09 |
| LRCX Lam Research Corp. | Reduce -47.3% | 0.08% | −0.09 |
| B Barrick Gold Corp. | Reduce -24.7% | 0.11% | −0.08 |
| VICI Vici Properties Inc. | Reduce -0.8% | 0.48% | −0.08 |
| LOW Lowe's Cos Inc. | Reduce -30.1% | 0.13% | −0.08 |
| META Meta Platforms Inc. Class A | Reduce -4.0% | 2.63% | −0.08 |
| CSX CSX Corp. | Reduce -25.3% | 0.17% | −0.07 |
| UBER Uber Technologies Inc. | Reduce -7.1% | 0.21% | −0.07 |
| PGR Progressive Corp. | Reduce -20.3% | 0.21% | −0.07 |
| AMTM Amentum Holdings Inc. | Reduce -34.0% | 0.05% | −0.07 |
| GEV GE Vernova Inc. | Reduce -37.2% | 0.27% | −0.07 |
| ADBE Adobe Inc. | Reduce -2.9% | 0.31% | −0.07 |
| BAH Booz Allen Hamilton Holdings | Reduce -66.3% | 0.02% | −0.06 |
| SYK Stryker Corp. | Reduce -10.8% | 0.43% | −0.06 |
| ACN Accenture PLC Class A | Reduce -9.3% | 0.49% | −0.06 |
| MCK McKesson Corp. | Reduce -74.6% | 0.02% | −0.06 |
| JNJ Johnson & Johnson | Reduce -14.7% | 0.16% | −0.05 |
| V Visa Inc. Class A | Reduce -16.9% | 0.89% | −0.05 |
| TDG Transdigm Group Inc. | Reduce -6.1% | 0.24% | −0.05 |
| JD Jd.com Inc.-ADR | Reduce -45.3% | 0.04% | −0.05 |
| AMT American Tower Corp. | Reduce -6.7% | 0.12% | −0.04 |
| SYF Synchrony Financial | Reduce -49.3% | 0.08% | −0.04 |
Portfolio Buys Q3 2024 → Q4 2024
| IEUR iShares Core MSCI Europe ETF | Add +683.8% | 0.78% | +0.66 |
| NVDA Nvidia Corp. | Add +7.9% | 3.91% | +0.60 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +62.6% | 1.18% | +0.46 |
| CRM Salesforce Inc. | Add +54.1% | 0.66% | +0.31 |
| TLT iShares 20+ Year Treasury BD | Add +303.6% | 0.39% | +0.28 |
| CDNS Cadence Design SYS Inc. | Add +536.8% | 0.30% | +0.26 |
| TMO Thermo Fisher Scientific Inc. | Add +85.3% | 0.74% | +0.26 |
| DDOG Datadog Inc. Class A | Add +183.2% | 0.29% | +0.21 |
| PLTR Palantir Technologies Inc. Class A | Add +416.3% | 0.18% | +0.17 |
| SLB SLB Ltd. | Add +2572.5% | 0.17% | +0.16 |
| BABA Alibaba Group Holding-SP ADR | Add +323.4% | 0.23% | +0.16 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +52.6% | 0.35% | +0.16 |
| CLH Clean Harbors Inc. | Add +1020.9% | 0.16% | +0.15 |
| J Jacobs Solutions Inc. | Add +23.2% | 0.70% | +0.14 |
| KKR KKR & Co. Inc. | Add +1.9% | 1.08% | +0.13 |
| MA Mastercard Inc. Class A | Add +0.6% | 2.28% | +0.13 |
| WMT Walmart Inc. | Add +42.7% | 0.36% | +0.13 |
| CYBR Cyberark Software Ltd./Israel | Add +76.7% | 0.26% | +0.13 |
| MSFT Microsoft Corp. | Add +5.9% | 4.72% | +0.12 |
| BLK BlackRock Inc. | Add +31.2% | 0.41% | +0.12 |
| WIX Wix.com Ltd. | Add +760.7% | 0.12% | +0.11 |
| NFLX Netflix Inc. | Add +15.3% | 0.36% | +0.11 |
| JCI Johnson Controls Internation | Add +108.3% | 0.20% | +0.11 |
| BRX Brixmor Property Group Inc. | Add +47.7% | 0.33% | +0.10 |
| TKO Tko Group Holdings Inc. | Add +17418.8% | 0.10% | +0.10 |
| CI The Cigna Group | Add +277.5% | 0.14% | +0.09 |
| MRK Merck & Co. Inc. | Add +34.5% | 0.66% | +0.09 |
| MRVL Marvell Technology Inc. | Add +0.3% | 0.23% | +0.08 |
| WFC Wells Fargo & Co. | Add +9.3% | 0.30% | +0.08 |
| HWM Howmet Aerospace Inc. | Add +4609.8% | 0.07% | +0.07 |
| MSI Motorola Solutions Inc. | Add +54.5% | 0.19% | +0.07 |
| WDAY Workday Inc. Class A | Add +54.6% | 0.17% | +0.07 |
| ARES Ares Management Corp. Class A | Add +14015.6% | 0.07% | +0.07 |
| APO Apollo Global Management Inc. | Add +216.9% | 0.08% | +0.06 |
| NVO Novo-Nordisk A/S-Spons ADR | Add +1359.2% | 0.06% | +0.06 |
| IQV Iqvia Holdings Inc. | Add +91.8% | 0.16% | +0.06 |
| CNM Core & Main Inc. Class A | Add +245.9% | 0.07% | +0.05 |
| SNOW Snowflake Inc. | Add +649.6% | 0.06% | +0.05 |
| ETN Eaton Corp. PLC | Add +210.1% | 0.07% | +0.04 |
| C Citigroup Inc. | Add +150.8% | 0.07% | +0.04 |
| STIP iShares 0-5 Year Tips Bond E | New | 0.04% | +0.04 |
| MIR Mirion Technologies Inc. | New | 0.04% | +0.04 |
| GGAL Grupo Financiero Galicia-ADR | New | 0.04% | +0.04 |
| RDNT Radnet Inc. | Add +92.4% | 0.07% | +0.04 |
| ONTO Onto Innovation Inc. | Add +145.0% | 0.07% | +0.03 |
| DXCM Dexcom Inc. | Add +82.9% | 0.06% | +0.03 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Add +22.8% | 0.20% | +0.03 |
| SHOP Shopify Inc. Class A | Add +0.0% | 0.14% | +0.03 |
| XOM Exxon Mobil Corp. | Add +25.8% | 0.26% | +0.03 |
| JAVA JPMorgan Active Value ETF | Add +54.5% | 0.09% | +0.03 |
Options Activity Q3 2024 → Q4 2024
| STATE STR SPDR S&P 500 ETF T | put | Reduce -5.6% | 21,572 | $17.2M |
| INVESCO QQQ TR | put | Add +62.5% | 6,118 | $4.3M |
| LULULEMON ATHLETICA INC | call | Add +378.7% | 517 | $1.4M |
| VANECK ETF TRUST | put | New | 2,200 | $1.3M |
| SELECT SECTOR SPDR TR | put | New | 4,715 | $1.3M |
| APPLOVIN CORP | call | New | 206 | $886K |
| THERMO FISHER SCIENTIFIC INC | call | New | 899 | $235K |
| CROWDSTRIKE HLDGS INC | call | Sold out | 105 | $218Kbefore exit |
| ALPHABET INC | call | Sold out | 186 | $148Kbefore exit |
| SALESFORCE INC | call | Sold out | 94 | $80Kbefore exit |
| UNITED STS OIL FD LP | call | Sold out | 433 | $63Kbefore exit |
| ZSCALER INC | call | Reduce -50.7% | 36 | $43K |
| SELECT SECTOR SPDR TR | put | New | 706 | $38K |
| UNITEDHEALTH GROUP INC | call | New | 40 | $35K |
| HUMANA INC | call | Reduce -93.7% | 55 | $19K |
| SELECT SECTOR SPDR TR | put | New | 140 | $3K |
| NOVO-NORDISK A S | call | New | 100 | $0 |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
Notes & Other Activity Q3 2024 → Q4 2024
| DC.WS Dakota Gold Corp.-26 | *W EXP 03/15/202 | New | 721,511 | $87K |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 746 | $31.1B | QQQM, RSP, NVDA, AMZN, MSFT |
| Q1 2026 | 612 | $20.6B | NVDA, AMZN, MSFT, IVV, GOOG |
| Q4 2025 | 635 | $22.8B | NVDA, MSFT, AMZN, GOOG, IVV |
| Q3 2025 | 1,269 | $27.5B | IVV, MSFT, NVDA, AMZN, META |
| Q2 2025 | 1,275 | $26.6B | IVV, MSFT, NVDA, AMZN, META |
| Q1 2025 | 1,289 | $23.7B | IVV, MSFT, AMZN, NVDA, META |
| Q4 2024 | 1,287 | $26.5B | IVV, MSFT, AMZN, NVDA, AAPL |
| Q3 2024 | 1,267 | $26.3B | IVV, MSFT, AMZN, NVDA, META |
| Q2 2024 | 1,250 | $25.4B | IVV, MSFT, AMZN, NVDA, GOOG |
| Q1 2024 | 1,286 | $25.2B | IVV, MSFT, AMZN, NVDA, META |