NI

NEOS Investment Management LLC

13F
NEOS Investment Management LLC
Last update 2025-05-15 597 Stocks (34 new)
Value $5.27 Bil Turnover 25 %
Countries:
Top Holdings: AAPL(6.66%)MSFT(5.58%)NVDA(5.32%)AMZN(3.73%)VTWO(3.01%)
Summary Stock Picks Current Portfolio
NEOS Investment Management LLC... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AAPL
Apple Inc
1,580,045
350,975.4
+31.49%
6.660
+1.60%
0.010
+6.71%
-15.47%
3,153,849.0
Hardware
MSFT
Microsoft Corp
783,453
294,100.4
+31.92%
5.580
+1.35%
0.010
+29.81%
+19.87%
3,740,948.0
Software
NVDA
NVIDIA Corp
2,585,852
280,254.6
+31.52%
5.320
+1.27%
0.010
+48.68%
+22.83%
4,021,995.9
Semiconductors
AMZN
Amazon.com Inc
1,034,678
196,857.8
+33.22%
3.730
+0.93%
0.010
+21.72%
+2.57%
2,388,891.6
Retail - Cyclical
VTWO
Vanguard Russell 2000 Index Fund
1,967,775
158,701.0
+24.05%
3.010
+0.58%
1.470
+20.66%
+0.88%
11,878.1
 
META
Meta Platforms Inc
229,502
132,275.8
+31.66%
2.510
+0.60%
0.010
+32.10%
+22.75%
1,804,054.9
Interactive Media
AVGO
Broadcom Inc
606,756
101,589.2
+34.61%
1.930
+0.50%
0.010
+51.16%
+18.99%
1,290,538.4
Semiconductors
GOOGL
Alphabet Inc
624,206
96,527.2
+31.48%
1.830
+0.44%
0.010
+14.81%
-4.59%
2,192,674.9
Interactive Media
TSLA
Tesla Inc
327,818
84,957.3
+32.76%
1.610
+0.40%
0.010
+24.26%
-22.37%
1,009,802.0
Vehicles & Parts
GOOG
Alphabet Inc
533,730
83,384.6
+32.41%
1.580
+0.39%
0.000
+13.88%
-4.57%
2,192,674.9
Interactive Media

NEOS Investment Management LLC's Historical Top Holdings Breakdowns

NEOS Investment Management LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
AAPL
Apple Inc
2025-03-31
Add
Add
+1.60%
●
209.68 ($231.67) 247.1
$211.16
-8.85%
Add 31.49%
1,580,045
378,420
MSFT
Microsoft Corp
2025-03-31
Add
Add
+1.35%
●
375.39 ($407.71) 447.2
$503.32
23.45%
Add 31.92%
783,453
189,548
NVDA
NVIDIA Corp
2025-03-31
Add
Add
+1.27%
●
106.98 ($126.74) 149.43
$164.92
30.12%
Add 31.52%
2,585,852
619,710
AMZN
Amazon.com Inc
2025-03-31
Add
Add
+0.93%
●
190.26 ($217) 242.06
$225.02
3.70%
Add 33.22%
1,034,678
258,020
META
Meta Platforms Inc
2025-03-31
Add
Add
+0.60%
●
576.36 ($645.17) 736.67
$717.51
11.21%
Add 31.66%
229,502
55,187
VTWO
Vanguard Russell 2000 Index Fund
2025-03-31
Add
Add
+0.58%
●
80.08 ($87.74) 92.93
$89.59
2.11%
Add 24.05%
1,967,775
381,514
HODL
VanEck Bitcoin Trust Beneficial Interest
VanEck Bitcoin Trust Beneficial Interest
2025-03-31
Add
Add
+0.54%
●
22.4 ($26.34) 30.05
$33.44
26.96%
Add 1294.03%
1,321,010
1,226,248
AVGO
Broadcom Inc
2025-03-31
Add
Add
+0.50%
●
167.43 ($211.65) 244.7
$274.38
29.64%
Add 34.61%
606,756
155,990
GOOGL
Alphabet Inc
2025-03-31
Add
Add
+0.44%
●
154.33 ($181.36) 206.38
$180.19
-0.65%
Add 31.48%
624,206
149,438
TSLA
Tesla Inc
2025-03-31
Add
Add
+0.40%
●
222.15 ($333.26) 428.22
$313.51
-5.93%
Add 32.76%
327,818
80,892

NEOS Investment Management LLC Total Holding History ($B)

To

NEOS Investment Management LLC's Asset Allocation

To

NEOS Investment Management LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

NEOS Investment Management LLC's Hypothetical Growth since 2025-03-31

NEOS Investment Management LLC's Yearly Returns

Year Portfolio % % Excess Gain %

NEOS Investment Management LLC's Holdings Heat Map

Size field:

NEOS Investment Management LLC's Holdings Bubble Chart

NEOS Investment Management LLC News

  • 1

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