BI

BUILDER INVESTMENT GROUP INC /ADV

13F
BUILDER INVESTMENT GROUP INC /ADV
Last update 2025-04-21 98 Stocks (2 new)
Value $352.00 Mil Turnover 1 %
Countries:
Top Holdings: NVDA(26.10%)LLY(6.32%)DFAS(5.03%)DFAI(4.06%)MSFT(3.51%)
Summary Stock Picks Current Portfolio
BUILDER INVESTMENT GROUP INC /... 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
NVDA 		NVIDIA Corp
847,175
91,816.8
-2.45%
26.100
-0.78%
0.000
+19.35%
+4.25%
3,414,014.1
Semiconductors
LLY 		Eli Lilly and Co
26,939
22,249.2
-1.54%
6.320
-0.09%
0.000
-17.48%
-0.44%
687,378.2
Drug Manufacturers
DFAS 		Dimensional U.S. Small Cap ETF
296,155
17,695.3
+1.44%
5.030
+0.07%
0.190
+0.13%
-4.73%
9,861.2
 
DFAI 		Dimensional International Core Equity Market ETF
457,752
14,295.6
+2.41%
4.060
+0.10%
0.160
+7.35%
+17.86%
10,220.9
 
MSFT 		Microsoft Corp
32,887
12,345.5
-0.06%
3.510
0%
0.000
+16.84%
+11.38%
3,476,052.1
Software
FI 		Fiserv Inc
52,872
11,675.7
-0.59%
3.320
-0.02%
0.010
-26.81%
-19.49%
91,692.3
Software
V 		Visa Inc
28,185
9,877.7
-0.35%
2.810
-0.01%
0.000
+4.17%
+16.44%
702,611.7
Credit Services
MMC 		Marsh & McLennan Companies Inc
39,156
9,555.2
-0.38%
2.720
-0.01%
0.010
-3.44%
+8.51%
112,765.7
Insurance
XOM 		Exxon Mobil Corp
71,114
8,457.6
-0.21%
2.400
0%
0.000
-2.53%
-3.61%
438,850.5
Oil & Gas
EQX 		Equinox Gold Corp
1,063,984
7,320.2
+2.26%
2.080
+0.05%
0.230
+9.76%
+45.62%
3,330.3
Metals & Mining

BUILDER INVESTMENT GROUP INC /ADV's Historical Top Holdings Breakdowns

BUILDER INVESTMENT GROUP INC /ADV's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
NVDA 		NVIDIA Corp2025-03-31Reduce
-0.78%
●
106.98 ($126.74) 149.43
$139.99
10.45%
Reduce -2.45%
847,175
-21,290
RRC 		Range Resources Corp2025-03-31Add
+0.48%
●
35.22 ($38.47) 41.29
$37.40
-2.78%
Add 100.9%
83,295
41,835
HAL 		Halliburton Co2025-03-31Reduce
-0.24%
●
24.15 ($26.29) 29.9
$19.95
-24.12%
Reduce -19.76%
131,191
-32,300
TSLA 		Tesla Inc2025-03-31Sold Out
-0.19%
●
222.15 ($333.26) 428.22
$284.70
-14.57%
Sold Out
0
-1,708
DFAI 		Dimensional International Core Equity Market ETF2025-03-31Add
+0.10%
●
28.88 ($30.87) 32.4
$34.31
11.14%
Add 2.41%
457,752
10,792
LLY 		Eli Lilly and Co2025-03-31Reduce
-0.09%
●
725.72 ($832.09) 929.72
$765.68
-7.98%
Reduce -1.54%
26,939
-422
AMT 		American Tower Corp2025-03-31New Buy
+0.07%
●
173.46 ($196.17) 217.6
$216.22
10.22%
New holding
1,053
1,053
DFAS 		Dimensional U.S. Small Cap ETF2025-03-31Add
+0.07%
●
58.81 ($64.31) 68.2
$61.87
-3.79%
Add 1.44%
296,155
4,196
MPC 		Marathon Petroleum Corp2025-03-31New Buy
+0.06%
●
134.72 ($147.98) 159.03
$158.21
6.91%
New holding
1,400
1,400
MRVL 		Marvell Technology Inc2025-03-31Sold Out
-0.06%
●
61.57 ($97.02) 126.06
$65.16
-32.84%
Sold Out
0
-2,000

BUILDER INVESTMENT GROUP INC /ADV Total Holding History ($B)

To

BUILDER INVESTMENT GROUP INC /ADV's Asset Allocation

To

BUILDER INVESTMENT GROUP INC /ADV Past Portfolios

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

Top Ranked Articles

  • 1

BUILDER INVESTMENT GROUP INC /ADV's Hypothetical Growth since 2025-03-31

BUILDER INVESTMENT GROUP INC /ADV's Yearly Returns

Year Portfolio % % Excess Gain %

BUILDER INVESTMENT GROUP INC /ADV's Holdings Heat Map

Size field:

BUILDER INVESTMENT GROUP INC /ADV's Holdings Bubble Chart

BUILDER INVESTMENT GROUP INC /ADV News

  • 1

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