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Chevy Chase Trust Holdings, LLC13F | |
| Chevy Chase Trust Holdings, LLC | |
| Last update 2025-04-23 | 633 Stocks (18 new) |
| Value $31.27 Bil | Turnover 1 % |
Chevy Chase Trust Holdings, LL... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 9,739,667 | 2,163,472.2 | -0.92% | 6.920 | -0.07% | 0.060 | +7.35% | -15.47% | 3,154,147.7 | Hardware | |
NVDA | NVIDIA Corp | 16,229,269 | 1,758,928.2 | -1.62% | 5.620 | -0.11% | 0.070 | +69.89% | +28.41% | 4,204,658.7 | Semiconductors | |
MSFT | Microsoft Corp | 4,682,092 | 1,757,610.7 | -2.15% | 5.620 | -0.13% | 0.060 | +38.94% | +21.47% | 3,790,969.0 | Software | |
AMZN | Amazon.com Inc | 6,123,360 | 1,165,030.5 | +0.45% | 3.730 | +0.02% | 0.060 | +31.01% | +3.07% | 2,400,675.8 | Retail - Cyclical | |
BRK.B | Berkshire Hathaway Inc | 1,413,594 | 752,851.9 | -0.98% | 2.410 | -0.02% | 0.070 | -8.57% | +4.53% | 1,022,296.6 | Insurance | |
META | Meta Platforms Inc | 1,154,710 | 665,528.7 | +0.41% | 2.130 | +0.01% | 0.050 | +40.55% | +20.48% | 1,770,790.4 | Interactive Media | |
GOOGL | Alphabet Inc | 3,923,752 | 606,768.9 | -0.83% | 1.940 | -0.02% | 0.030 | +22.57% | -2.01% | 2,250,461.0 | Interactive Media | |
GOOG | Alphabet Inc | 3,479,629 | 543,622.5 | -1.53% | 1.740 | -0.03% | 0.030 | +21.39% | -2.13% | 2,250,461.0 | Interactive Media | |
JPM | JPMorgan Chase & Co | 2,172,083 | 532,812.1 | -0.66% | 1.700 | -0.01% | 0.080 | +26.17% | +23.48% | 800,897.6 | Banks | |
V | Visa Inc | 1,476,419 | 517,425.8 | -2.58% | 1.650 | -0.04% | 0.080 | +6.07% | +10.81% | 681,869.3 | Credit Services |
Chevy Chase Trust Holdings, LLC's Historical Top Holdings Breakdowns
Chevy Chase Trust Holdings, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
MSFT | Microsoft Corp | 2025-03-31 | Reduce Reduce | -0.13% | 375.39 ($407.71) 447.2 | $510.05 | 25.10% | Reduce -2.15% | 4,682,092 | -102,719 | |
TMUS | T-Mobile US Inc | 2025-03-31 | Add Add | +0.13% | 211.3 ($246.5) 272.83 | $227.21 | -7.83% | Add 50.02% | 469,684 | 156,594 | |
NVDA | NVIDIA Corp | 2025-03-31 | Reduce Reduce | -0.11% | 106.98 ($126.74) 149.43 | $172.41 | 36.03% | Reduce -1.62% | 16,229,269 | -266,562 | |
DASH | DoorDash Inc | 2025-03-31 | New Buy New Buy | +0.10% | 168.37 ($188.06) 213.38 | $239.17 | 27.18% | New holding | 177,923 | 177,923 | |
VZ | Verizon Communications Inc | 2025-03-31 | Reduce Reduce | -0.09% | 37.81 ($41.63) 46.49 | $40.84 | -1.90% | Reduce -16.08% | 3,637,640 | -696,890 | |
AAPL | Apple Inc | 2025-03-31 | Reduce Reduce | -0.07% | 209.68 ($231.67) 247.1 | $211.18 | -8.84% | Reduce -0.92% | 9,739,667 | -89,973 | |
CRWD | CrowdStrike Holdings Inc | 2025-03-31 | Add Add | +0.07% | 308.86 ($381.06) 455.36 | $475.96 | 24.90% | Add 51.3% | 186,434 | 63,209 | |
SAN | Banco Santander SA | 2025-03-31 | Add Add | +0.06% | 4.46 ($5.85) 7.14 | $8.44 | 44.27% | Add 30.48% | 11,875,594 | 2,774,449 | |
CDNS | Cadence Design Systems Inc | 2025-03-31 | Reduce Reduce | -0.06% | 233.96 ($278.09) 324.52 | $315.57 | 13.48% | Reduce -10.74% | 505,931 | -60,874 | |
IVV | iShares Core S&P 500 ETF | 2025-03-31 | Add Add | +0.06% | 554.06 ($590.51) 615.85 | $630.67 | 6.80% | Add 24.16% | 185,201 | 36,037 |
Chevy Chase Trust Holdings, LLC Total Holding History ($B)
Chevy Chase Trust Holdings, LLC's Asset Allocation
Chevy Chase Trust Holdings, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Chevy Chase Trust Holdings, LLC's Hypothetical Growth since 2025-03-31
Chevy Chase Trust Holdings, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Chevy Chase Trust Holdings, LLC's Holdings Heat Map
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Chevy Chase Trust Holdings, LLC's Holdings Bubble Chart
Chevy Chase Trust Holdings, LLC News
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