Bank OF America Corp is based out of Charlotte. Their last reported 13F filing for Q1 2025 included $1,237,815,059,134 in managed 13F securities
and a top 10 holdings concentration of 15.76%. Bank OF America Corp's largest holding is Microsoft Corporation with shares held of 73,126,133. Whalewisdom has at least 137 13F filings, 591 13D filings, 2129 13G filings, and 550 Form 4 filings
2025-03-31
Top Buys (13F)
| Name | % Change |
|---|---|
| SPY SPDR S&P 500 ETF TRU (PUT) | 0.36% |
| IWM iShares Russell 2000 (PUT) | 0.34% |
| IVV iShares Core S&P 500 | 0.27% |
| IEFA iShares Core MSCI EA | 0.18% |
| SPLG SPDR Portfolio S&P 5 | 0.13% |
2025-03-31
Top Sells (13F)
| Name | % Change |
|---|---|
| AAPL Apple Inc (CALL) | 0.38% |
| QQQ Invesco QQQ Trust, S (PUT) | 0.3% |
| GOVT iShares U.S. Treasur | 0.24% |
| TSLA Tesla Inc (CALL) | 0.15% |
| IWF iShares Russell 1000 | 0.14% |
2025-03-31
13F Holdings Summary
| Name | $ Change |
|---|---|
| MSFT Microsoft Corporatio | 2.22% |
| AAPL Apple Inc | 2.19% |
| NVDA NVIDIA Corp | 1.84% |
| VTV Vanguard Value ETF | 1.73% |
| VUG VANGUARD GROWTH INDE | 1.45% |
2025-03-31
13F Activity
| Market Value | $1.24t, Prior: $1.19t |
| Inflows (Outflows) as % of Total MV | +6.8287% |
| New Purchases | 634 stocks |
| Added To | 4520 stocks |
| Sold out of | 500 stocks |
| Reduced holdings in | 2694 stocks |
| Top 10 Holdings % | 15.76% |
| Turnover %[1] | 12.9% |
| Turnover Alt %[2] | 4.7% |
| Time Held Top 20 | 20.2 quarters |
| Time Held Top 10 | 23.7 quarters |
| Time Held All | 35.38 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
2025-03-31
13F Sector Allocation Over Time
limited to past 4 quarters. Subscribe to see all available data
2025-03-31
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2025-03-31