CV

Counterweight Ventures, LLC

13F
Counterweight Ventures, LLC
Last update 2025-05-05 70 Stocks (2 new)
Value $140.00 Mil Turnover 2 %
Countries:
Top Holdings: AAPL(4.87%)IWF(4.56%)IJR(4.38%)NVDA(3.78%)MSFT(3.43%)
Summary Stock Picks Current Portfolio
Counterweight Ventures, 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
30,574
6,791.4
-0.29%
4.870
-0.02%
0.000
+7.35%
-15.47%
3,154,147.7
Hardware
IWF
iShares Russell 1000 Growth ETF
17,606
6,357.4
+1.07%
4.560
+0.05%
0.010
+27.24%
+8.36%
113,776.0
 
IJR
iShares Core S&P Small-Cap ETF
58,478
6,115.0
+1.59%
4.380
+0.07%
0.010
+16.59%
-2.25%
81,337.5
 
NVDA
NVIDIA Corp
48,689
5,276.9
+2.01%
3.780
+0.07%
0.000
+69.89%
+28.41%
4,204,658.7
Semiconductors
MSFT
Microsoft Corp
12,734
4,780.2
+2.17%
3.430
+0.07%
0.000
+38.94%
+21.47%
3,790,969.0
Software
TLT
iShares 20+ Year Treasury Bond ETF
49,770
4,530.6
+1.89%
3.250
+0.06%
0.010
-1.53%
-0.28%
47,103.6
 
AMZN
Amazon.com Inc
22,589
4,297.8
+1.81%
3.080
+0.05%
0.000
+31.01%
+3.07%
2,400,675.8
Retail - Cyclical
ABBV
AbbVie Inc
20,311
4,255.6
+0.20%
3.050
+0.01%
0.000
+10.35%
+9.44%
334,309.4
Drug Manufacturers
GOOG
Alphabet Inc
26,197
4,092.8
+2.20%
2.930
+0.06%
0.000
+21.39%
-2.13%
2,250,461.0
Interactive Media
V
Visa Inc
11,589
4,061.5
+1.16%
2.910
+0.03%
0.000
+6.07%
+10.81%
681,869.3
Credit Services

Counterweight Ventures, LLC's Historical Top Holdings Breakdowns

Counterweight Ventures, 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
MCD
McDonald's Corp
2025-03-31
New Buy
New Buy
+0.24%
●
279.74 ($299.1) 321.29
$297.07
-0.68%
New holding
1,076
1,076
SHEL
Shell PLC
2025-03-31
New Buy
New Buy
+0.17%
●
63.1 ($67.37) 73.29
$70.28
4.32%
New holding
3,175
3,175
RSP
Invesco S&P 500 Equal Weight ETF
2025-03-31
Add
Add
+0.15%
●
169.43 ($177.82) 182.84
$184.18
3.58%
Add 5.46%
23,406
1,212
SPSM
SPDR Portfolio S&P 600 Small Cap ETF
SPDR Portfolio S&P 600 Small Cap ETF
2025-03-31
Sold Out
Sold Out
-0.14%
●
40.03 ($44.05) 46.81
$43.59
-1.04%
Sold Out
0
-4,489
DGRO
iShares Core Dividend Growth ETF
2025-03-31
Add
Add
+0.09%
●
60.46 ($62.66) 64.42
$64.76
3.35%
Add 7.41%
29,034
2,003
IVV
iShares Core S&P 500 ETF
2025-03-31
Add
Add
+0.09%
●
554.06 ($590.51) 615.85
$630.67
6.80%
Add 6.09%
3,919
225
LMT
Lockheed Martin Corp
2025-03-31
Add
Add
+0.09%
●
423.19 ($460.32) 506.29
$463.96
0.79%
Add 8.11%
3,771
283
IJR
iShares Core S&P Small-Cap ETF
2025-03-31
Add
Add
+0.07%
●
102.49 ($112.84) 119.96
$111.87
-0.86%
Add 1.59%
58,478
913
JPM
JPMorgan Chase & Co
2025-03-31
Add
Add
+0.07%
●
225.19 ($254.94) 279.95
$291.27
14.25%
Add 2.48%
16,099
390
MSFT
Microsoft Corp
2025-03-31
Add
Add
+0.07%
●
375.39 ($407.71) 447.2
$510.05
25.10%
Add 2.17%
12,734
271

Counterweight Ventures, LLC Total Holding History ($B)

To

Counterweight Ventures, LLC's Asset Allocation

To

Counterweight Ventures, LLC Past Portfolios

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

Top Ranked Articles

  • 1

Counterweight Ventures, LLC's Hypothetical Growth since 2025-03-31

Counterweight Ventures, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Counterweight Ventures, LLC's Holdings Heat Map

Size field:

Counterweight Ventures, LLC's Holdings Bubble Chart

Counterweight Ventures, LLC News

  • 1

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