CI Investments Inc.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 13, 2025), CI Investments Inc. reported 1,289 stock positions worth $23.7 billion. Its top holding was iShares Core S&P 500 ETF (IVV) at 17.3% of the portfolio, followed by Microsoft (MSFT, 4.5%) and Amazon.com (AMZN, 3.7%). Compared with Q4 2024, it opened 30 new positions, sold out of 30, added to 551 and reduced 685. The biggest buy was iShares China Large-Cap ETF (FXI, shares +49633%) and the biggest sale iShares Core S&P 500 ETF (IVV, shares −12%).
- Most Recent 13F
- Q2 2026
- Location
- TORONTO, Z4
- CIK
- 0001163648
- Portfolio Value
- $23.7B (Q1 2025)
- SEC Filing
- 0001163648-25-000004 ↗ filed May 13, 2025
Holdings Value
Holdings 1,289 stocks · $23.7B
| IVV iShares Core S&P 500 ETF | 17.28% | 7,277,282 | $4.1B | Reduce -12.0% |
| MSFT Microsoft Corp. | 4.52% | 2,849,909 | $1.1B | Reduce -4.0% |
| AMZN Amazon.com Inc. | 3.74% | 4,649,654 | $884.6M | Reduce -4.3% |
| NVDA Nvidia Corp. | 3.46% | 7,561,952 | $819.6M | Reduce -2.1% |
| META Meta Platforms Inc. Class A | 2.81% | 1,155,140 | $665.8M | Reduce -3.2% |
| MA Mastercard Inc. Class A | 2.54% | 1,095,457 | $600.4M | Reduce -4.5% |
| AAPL Apple Inc. | 2.18% | 2,318,327 | $515.0M | Reduce -17.1% |
| UNH Unitedhealth Group Inc. | 2.04% | 922,255 | $483.0M | Reduce -7.0% |
| GOOG Alphabet Inc. Class C | 1.95% | 2,951,012 | $461.0M | Reduce -6.2% |
| LLY Eli Lilly & Co. | 1.51% | 433,401 | $357.9M | Reduce -6.8% |
| JPM JPMorgan Chase & Co. | 1.42% | 1,373,510 | $336.9M | Reduce -1.7% |
| AVGO Broadcom Inc. | 1.28% | 1,810,568 | $303.1M | Reduce -8.3% |
| FXI iShares China Large-Cap ETF | 1.17% | 7,708,640 | $276.3M | Add +49633.2% |
| NOW ServiceNow Inc. | 1.12% | 334,398 | $266.2M | Add +23.8% |
| V Visa Inc. Class A | 1.01% | 681,371 | $238.8M | Reduce -8.7% |
| LNG Cheniere Energy Inc. | 0.96% | 985,308 | $228.0M | Reduce -22.4% |
| GOOGL Alphabet Inc. Class A | 0.90% | 1,371,845 | $212.1M | Reduce -0.1% |
| USFD US Foods Holding Corp. | 0.86% | 3,121,869 | $204.4M | Reduce -6.0% |
| TMO Thermo Fisher Scientific Inc. | 0.83% | 396,988 | $197.5M | Add +5.7% |
| VTR Ventas Inc. | 0.75% | 2,590,967 | $178.2M | Reduce -8.3% |
| CRM Salesforce Inc. | 0.74% | 651,418 | $174.8M | Add +24.7% |
| KKR KKR & Co. Inc. | 0.74% | 1,506,001 | $174.1M | Reduce -22.4% |
| IEUR iShares Core MSCI Europe ETF | 0.72% | 2,847,780 | $171.3M | Reduce -25.4% |
| TSM Taiwan Semiconductor-SP ADR | 0.71% | 1,005,985 | $167.0M | Reduce -0.7% |
| MRK Merck & Co. Inc. | 0.70% | 1,837,492 | $164.9M | Add +5.1% |
| BN Brookfield Corp. | 0.69% | 3,104,351 | $162.7M | Reduce -3.6% |
| WMB Williams Cos Inc. | 0.68% | 2,700,103 | $161.4M | Reduce -8.5% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.68% | 3,830,473 | $159.8M | Add +1.0% |
| T AT&T Inc. | 0.64% | 5,381,771 | $152.2M | Reduce -1.9% |
| WMT Walmart Inc. | 0.64% | 1,715,049 | $150.6M | Add +64.3% |
| LYV Live Nation Entertainment Inc. | 0.63% | 1,140,740 | $149.0M | Reduce -8.9% |
| BKNG Booking Holdings Inc. | 0.61% | 31,148 | $143.5M | Reduce -2.9% |
| J Jacobs Solutions Inc. | 0.60% | 1,179,078 | $142.5M | Reduce -15.5% |
| PG The Procter & Gamble Co. | 0.59% | 816,249 | $139.1M | Add +2.0% |
| BSX Boston Scientific Corp. | 0.59% | 1,378,224 | $139.0M | Reduce -16.4% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.58% | 399,987 | $138.1M | Add +30.5% |
| SYK Stryker Corp. | 0.57% | 359,551 | $133.8M | Add +12.5% |
| GS Goldman Sachs Group Inc. | 0.55% | 239,854 | $131.0M | Add +2.9% |
| VICI Vici Properties Inc. filed as VICI PPTYS INC | 0.55% | 4,001,542 | $130.5M | Reduce -8.0% |
| RSP Invesco S&P 500 Equal Weight | 0.53% | 718,686 | $124.5M | New |
| EQIX Equinix Inc. | 0.51% | 146,924 | $119.8M | Reduce -1.2% |
| PLD Prologis Inc. | 0.50% | 1,052,750 | $117.7M | Add +0.6% |
| SPGI S&P Global Inc. | 0.49% | 229,625 | $116.7M | Reduce -0.5% |
| DHR Danaher Corp. | 0.48% | 556,319 | $114.0M | Add +5.8% |
| ACM Aecom | 0.46% | 1,175,096 | $109.0M | Reduce -0.6% |
| AMH American Homes 4 Rent- A | 0.45% | 2,806,826 | $106.1M | Reduce -1.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.44% | 184,251 | $103.1M | Reduce -65.3% |
| ETR Entergy Corp. | 0.43% | 1,203,962 | $102.9M | Reduce -4.2% |
| BLK BlackRock Inc. | 0.43% | 108,114 | $102.3M | Add +2.3% |
| MELI MercadoLibre Inc. | 0.41% | 49,254 | $96.1M | Add +54.6% |
| TIP iShares Tips Bond ETF | 0.40% | 852,000 | $94.6M | Reduce -6.0% |
| AEM Agnico Eagle Mines Ltd. | 0.39% | 862,102 | $93.5M | Add +22.0% |
| CYBR Cyberark Software Ltd./Israel | 0.39% | 273,757 | $92.5M | Add +31.6% |
| NFLX Netflix Inc. | 0.39% | 98,921 | $92.2M | Reduce -7.6% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.38% | 112 | $89.4M | Reduce -5.9% |
| AMD Advanced Micro Devices | 0.37% | 841,881 | $86.5M | Reduce -8.0% |
| BRX Brixmor Property Group Inc. | 0.36% | 3,217,280 | $85.4M | Add +1.9% |
| WFC Wells Fargo & Co. | 0.35% | 1,165,911 | $83.7M | Add +4.1% |
| BIP Brookfield Infrastructure Pa | 0.34% | 2,688,775 | $80.1M | Reduce -1.9% |
| CACI Caci International Inc. Class A | 0.34% | 218,070 | $80.0M | Add +38.4% |
| DOC Healthpeak Properties Inc. | 0.33% | 3,914,905 | $79.2M | Add +2.5% |
| TRGP Targa Resources Corp. | 0.33% | 393,068 | $78.8M | Reduce -36.3% |
| TLT iShares 20+ Year Treasury BD | 0.33% | 863,230 | $78.6M | Reduce -26.3% |
| ZTS Zoetis Inc. | 0.32% | 465,249 | $76.6M | Reduce -29.7% |
| KO The Coca-Cola Co. | 0.32% | 1,067,387 | $76.4M | Reduce -3.2% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.32% | 212,049 | $74.8M | Reduce -20.9% |
| ACN Accenture PLC Class A | 0.29% | 222,036 | $69.3M | Reduce -39.7% |
| XOM Exxon Mobil Corp. | 0.29% | 580,124 | $69.0M | Reduce -9.2% |
| UBER Uber Technologies Inc. | 0.29% | 940,467 | $68.5M | Add +3.8% |
| BATRK Atlanta Braves Holdings in-C | 0.29% | 1,698,886 | $68.0M | Reduce -0.7% |
| HESM Hess Midstream LP Class A | 0.29% | 1,603,800 | $67.8M | Reduce -0.5% |
| PGR Progressive Corp. | 0.29% | 239,283 | $67.7M | Add +3.9% |
| ADI Analog Devices Inc. | 0.28% | 331,270 | $66.8M | Reduce -22.3% |
| SBAC SBA Communications Corp. | 0.27% | 291,517 | $64.1M | Reduce -40.8% |
| TDG Transdigm Group Inc. | 0.27% | 45,973 | $63.6M | Reduce -7.2% |
| MCO Moody's Corp. | 0.27% | 136,343 | $63.5M | Add +3.8% |
| CL Colgate-Palmolive Co. | 0.27% | 677,027 | $63.4M | Reduce -5.9% |
| EQH Equitable Holdings Inc. | 0.26% | 1,189,890 | $62.0M | Add +1.3% |
| HD Home Depot Inc. | 0.26% | 166,008 | $60.8M | Add +12.4% |
| CRH CRH PLC | 0.26% | 687,038 | $60.4M | Reduce -11.9% |
| BABA Alibaba Group Holding-SP ADR | 0.25% | 452,704 | $59.9M | Reduce -36.6% |
| NEE Nextera Energy Inc. | 0.25% | 838,516 | $59.4M | Add +20.9% |
| IJR iShares Core S&P Small-Cap E | 0.25% | 562,253 | $58.8M | New |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.25% | 738,989 | $58.3M | Add +7.8% |
| GEV GE Vernova Inc. | 0.25% | 190,339 | $58.1M | Reduce -12.0% |
| CSGP Costar Group Inc. | 0.24% | 727,117 | $57.6M | Add +3.1% |
| MU Micron Technology Inc. | 0.24% | 655,487 | $57.0M | Add +12.1% |
| CEG Constellation Energy | 0.24% | 282,434 | $56.9M | Reduce -53.2% |
| FWONK Liberty Media Corp. Class C | 0.23% | 595,825 | $53.6M | Add +7.7% |
| ISRG Intuitive Surgical Inc. | 0.23% | 107,687 | $53.3M | Add +24.4% |
| BBU Brookfield Business PT-Unit | 0.22% | 2,226,245 | $52.2M | Reduce -0.0% |
| AXP American Express Co. | 0.22% | 193,766 | $52.1M | Reduce -43.2% |
| PLTR Palantir Technologies Inc. Class A | 0.21% | 596,270 | $50.3M | Reduce -7.5% |
| FCX Freeport-McMoran Inc. | 0.21% | 1,314,010 | $49.7M | Add +7.5% |
| COP Conocophillips | 0.21% | 468,300 | $49.2M | Reduce -1.6% |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.21% | 1,172,567 | $49.0M | Add +0.4% |
| HST Host Hotels & Resorts Inc. | 0.21% | 3,426,738 | $48.7M | Reduce -0.6% |
| AXON Axon Enterprise Inc. | 0.21% | 92,279 | $48.5M | Add +95.1% |
| CPT Camden Property Trust | 0.20% | 396,554 | $48.5M | Reduce -0.5% |
| JCI Johnson Controls Internation | 0.20% | 591,479 | $47.4M | Reduce -12.3% |
Options reported separately and not counted above: STATE STR SPDR S&P 500 ETF T puts ($56.0M), INVESCO QQQ TR puts ($3.5M), SELECT SECTOR SPDR TR puts ($3.1M), ISHARES TR puts ($1.5M), UNITEDHEALTH GROUP INC calls ($249K), KRANESHARES TRUST calls ($230K), ISHARES TR puts ($168K), ISHARES TR calls ($135K), ISHARES TR calls ($75K), MERCK & CO INC calls ($44K), ALPHABET INC calls ($35K), SPDR GOLD TR puts ($30K), and 1 more.
Other holdings (1): bonds, preferreds, convertibles and warrants · $411K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| DC.WS Dakota Gold Corp.-26 | *W EXP 03/15/202 | 721,511 | $411K | No change |
Total filed on the 13F, all lines: $23.7B.
Portfolio Sells Q4 2024 → Q1 2025
| IVV iShares Core S&P 500 ETF | Reduce -12.0% | 17.28% | −1.08 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -65.3% | 0.44% | −0.74 |
| AAPL Apple Inc. | Reduce -17.1% | 2.18% | −0.47 |
| NVDA Nvidia Corp. | Reduce -2.1% | 3.46% | −0.45 |
| AVGO Broadcom Inc. | Reduce -8.3% | 1.28% | −0.45 |
| KKR KKR & Co. Inc. | Reduce -22.4% | 0.74% | −0.35 |
| GOOG Alphabet Inc. Class C | Reduce -6.2% | 1.95% | −0.31 |
| AMZN Amazon.com Inc. | Reduce -4.3% | 3.74% | −0.28 |
| CEG Constellation Energy | Reduce -53.2% | 0.24% | −0.27 |
| VRT Vertiv Holdings Co. Class A | Reduce -83.1% | 0.03% | −0.24 |
| MSFT Microsoft Corp. | Reduce -4.0% | 4.52% | −0.20 |
| ACN Accenture PLC Class A | Reduce -39.7% | 0.29% | −0.20 |
| ADBE Adobe Inc. | Reduce -61.7% | 0.11% | −0.20 |
| CMG Chipotle Mexican Grill Inc. | Reduce -99.5% | 0.00% | −0.19 |
| CDNS Cadence Design SYS Inc. | Reduce -58.0% | 0.12% | −0.18 |
| SRE Sempra | Reduce -49.1% | 0.15% | −0.18 |
| WDAY Workday Inc. Class A | Reduce -97.2% | 0.00% | −0.17 |
| DDOG Datadog Inc. Class A | Reduce -46.8% | 0.12% | −0.17 |
| AXP American Express Co. | Reduce -43.2% | 0.22% | −0.16 |
| SN Sharkninja Inc. | Reduce -93.3% | 0.01% | −0.16 |
| CLH Clean Harbors Inc. | Reduce -90.2% | 0.01% | −0.15 |
| MRVL Marvell Technology Inc. | Reduce -36.3% | 0.09% | −0.14 |
| LIN Linde PLC | Reduce -76.5% | 0.06% | −0.14 |
| WIX Wix.com Ltd. | Reduce -94.2% | 0.01% | −0.12 |
| SBAC SBA Communications Corp. | Reduce -40.8% | 0.27% | −0.11 |
| B Barrick Gold Corp. | Reduce -98.1% | 0.00% | −0.10 |
| AMAT Applied Materials Inc. | Reduce -52.4% | 0.09% | −0.10 |
| J Jacobs Solutions Inc. | Reduce -15.5% | 0.60% | −0.10 |
| LOW Lowe's Cos Inc. | Reduce -76.7% | 0.03% | −0.10 |
| TSLA Tesla Inc. | Reduce -50.4% | 0.05% | −0.09 |
| GOOGL Alphabet Inc. Class A | Reduce -0.1% | 0.90% | −0.08 |
| ZTS Zoetis Inc. | Reduce -29.7% | 0.32% | −0.08 |
| TRGP Targa Resources Corp. | Reduce -36.3% | 0.33% | −0.08 |
| HON Honeywell International Inc. | Reduce -33.6% | 0.18% | −0.08 |
| RDNT Radnet Inc. | Sold out | 0.00% | −0.07 |
| CSX CSX Corp. | Reduce -45.1% | 0.09% | −0.07 |
| LNG Cheniere Energy Inc. | Reduce -22.4% | 0.96% | −0.06 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -97.5% | 0.00% | −0.06 |
| ADI Analog Devices Inc. | Reduce -22.3% | 0.28% | −0.06 |
| CARR Carrier Global Corp. | Reduce -38.4% | 0.10% | −0.06 |
| SYF Synchrony Financial | Reduce -69.0% | 0.02% | −0.06 |
| TLT iShares 20+ Year Treasury BD | Reduce -26.3% | 0.33% | −0.05 |
| IEUR iShares Core MSCI Europe ETF | Reduce -25.4% | 0.72% | −0.05 |
| ARES Ares Management Corp. Class A | Reduce -76.6% | 0.01% | −0.05 |
| AMD Advanced Micro Devices | Reduce -8.0% | 0.37% | −0.05 |
| MSI Motorola Solutions Inc. | Reduce -30.4% | 0.14% | −0.05 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -0.7% | 0.71% | −0.05 |
| ZS Zscaler Inc. | Reduce -99.0% | 0.00% | −0.05 |
| ORCL Oracle Corp. | Reduce -21.2% | 0.13% | −0.04 |
| CW Curtiss-Wright Corp. | Reduce -24.5% | 0.14% | −0.04 |
Portfolio Buys Q4 2024 → Q1 2025
| FXI iShares China Large-Cap ETF | Add +49633.2% | 1.17% | +1.17 |
| RSP Invesco S&P 500 Equal Weight | New | 0.53% | +0.53 |
| WMT Walmart Inc. | Add +64.3% | 0.64% | +0.28 |
| AJG Arthur J Gallagher & Co. | Add +30.5% | 0.58% | +0.26 |
| IJR iShares Core S&P Small-Cap E | New | 0.25% | +0.25 |
| MELI MercadoLibre Inc. | Add +54.6% | 0.41% | +0.20 |
| AEM Agnico Eagle Mines Ltd. | Add +22.0% | 0.39% | +0.19 |
| TJX TJX Companies Inc. | Add +221.4% | 0.20% | +0.14 |
| YPF YPF S.A.-Sponsored ADR | New | 0.14% | +0.14 |
| SYK Stryker Corp. | Add +12.5% | 0.57% | +0.13 |
| CYBR Cyberark Software Ltd./Israel | Add +31.6% | 0.39% | +0.13 |
| BKLN Invesco Senior Loan ETF | Add +1930.8% | 0.12% | +0.11 |
| SBUX Starbucks Corp. | Add +291.3% | 0.14% | +0.11 |
| AXON Axon Enterprise Inc. | Add +95.1% | 0.21% | +0.10 |
| CACI Caci International Inc. Class A | Add +38.4% | 0.34% | +0.10 |
| TMO Thermo Fisher Scientific Inc. | Add +5.7% | 0.83% | +0.10 |
| BX Blackstone Inc. | Add +4486.0% | 0.09% | +0.09 |
| UBER Uber Technologies Inc. | Add +3.8% | 0.29% | +0.08 |
| PG The Procter & Gamble Co. | Add +2.0% | 0.59% | +0.08 |
| PLD Prologis Inc. | Add +0.6% | 0.50% | +0.08 |
| CRM Salesforce Inc. | Add +24.7% | 0.74% | +0.08 |
| SPOT Spotify Technology SA | Add +4643.7% | 0.08% | +0.08 |
| PGR Progressive Corp. | Add +3.9% | 0.29% | +0.08 |
| SNOW Snowflake Inc. | Add +123.8% | 0.13% | +0.08 |
| GTLB Gitlab Inc. Class A | Add +292.6% | 0.10% | +0.07 |
| INTC Intel Corp. | Add +3119.8% | 0.08% | +0.07 |
| ABBV Abbvie Inc. | Add +25.7% | 0.17% | +0.07 |
| NEE Nextera Energy Inc. | Add +20.9% | 0.25% | +0.06 |
| ONON On Holding AG Class A | Add +193.4% | 0.10% | +0.06 |
| KGC Kinross Gold Corp. | Add +8.2% | 0.16% | +0.06 |
| TKO Tko Group Holdings Inc. | Add +33.1% | 0.16% | +0.06 |
| WFC Wells Fargo & Co. | Add +4.1% | 0.35% | +0.06 |
| MU Micron Technology Inc. | Add +12.1% | 0.24% | +0.06 |
| ISRG Intuitive Surgical Inc. | Add +24.4% | 0.23% | +0.06 |
| CSGP Costar Group Inc. | Add +3.1% | 0.24% | +0.05 |
| EQH Equitable Holdings Inc. | Add +1.3% | 0.26% | +0.05 |
| VIST Vista Energy Sab DE CV | Add +232.2% | 0.07% | +0.05 |
| KWEB Kranesh Csi China Internet | Add +1339.7% | 0.05% | +0.05 |
| GS Goldman Sachs Group Inc. | Add +2.9% | 0.55% | +0.05 |
| BIDU Baidu Inc. - Spon ADR | New | 0.05% | +0.05 |
| BAC Bank of America Corp. | Add +1.0% | 0.68% | +0.05 |
| NOW ServiceNow Inc. | Add +23.8% | 1.12% | +0.04 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Add +7.8% | 0.25% | +0.04 |
| DOC Healthpeak Properties Inc. | Add +2.5% | 0.33% | +0.04 |
| MDLZ Mondelez International Inc. Class A | Add +4.7% | 0.17% | +0.04 |
| STIP iShares 0-5 Year Tips Bond E | Add +70.1% | 0.09% | +0.04 |
| MRK Merck & Co. Inc. | Add +5.1% | 0.70% | +0.04 |
| HD Home Depot Inc. | Add +12.4% | 0.26% | +0.04 |
| XYL Xylem Inc. | Add +10.6% | 0.18% | +0.04 |
| SLB SLB Ltd. | Add +0.4% | 0.21% | +0.04 |
Options Activity Q4 2024 → Q1 2025
| STATE STR SPDR S&P 500 ETF T | put | Add +141.4% | 52,079 | $56.0M |
| INVESCO QQQ TR | put | Reduce -55.2% | 2,740 | $3.5M |
| SELECT SECTOR SPDR TR | put | Reduce -6.7% | 4,400 | $3.1M |
| ISHARES TR | put | New | 55,337 | $1.5M |
| LULULEMON ATHLETICA INC | call | Sold out | 517 | $1.4Mbefore exit |
| VANECK ETF TRUST | put | Sold out | 2,200 | $1.3Mbefore exit |
| APPLOVIN CORP | call | Sold out | 206 | $886Kbefore exit |
| UNITEDHEALTH GROUP INC | call | Add +140.0% | 96 | $249K |
| THERMO FISHER SCIENTIFIC INC | call | Sold out | 899 | $235Kbefore exit |
| KRANESHARES TRUST | call | New | 1,170 | $230K |
| ISHARES TR | put | New | 2,000 | $168K |
| ISHARES TR | call | New | 818 | $135K |
| ISHARES TR | call | New | 500 | $75K |
| MERCK & CO INC | call | New | 300 | $44K |
| ZSCALER INC | call | Sold out | 36 | $43Kbefore exit |
| SELECT SECTOR SPDR TR | put | Sold out | 706 | $38Kbefore exit |
| ALPHABET INC | call | New | 250 | $35K |
| SPDR GOLD TR | put | New | 125 | $30K |
| UNITED STS OIL FD LP | put | New | 250 | $28K |
| HUMANA INC | call | Sold out | 55 | $19Kbefore exit |
| SELECT SECTOR SPDR TR | put | Sold out | 140 | $3Kbefore exit |
| NOVO-NORDISK A S | call | Sold out | 100 | $0before exit |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings 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 |