SO

SPIRIT OF AMERICA LARGE CAP VALUE FUND | SOAVX

Mutual Fund
SPIRIT OF AMERICA INVESTMENT FUND INC
Last update 2025-02-28 153 Stocks (1 new)
Value $191.00 Mil Turnover 1 %
Countries:
Top Holdings: NVDA(14.29%)AAPL(5.93%)GOOGL(4.41%)MSFT(4.31%)COST(3.28%)
Summary Stock Picks Current Portfolio
SPIRIT OF AMERICA LARGE CAP VA... Top Holdings of 2024-12-31 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
202,970
27,256.8
-8.66%
14.290
-1.23%
0.000
+28.18%
+5.54%
3,456,204.6
Semiconductors
AAPL 		Apple Inc
45,182
11,314.5
-0.44%
5.930
-0.02%
0.000
-13.23%
-18.37%
3,045,713.6
Hardware
GOOGL 		Alphabet Inc
44,400
8,404.9
0%
4.410
0%
0.000
+0.89%
-8.15%
2,114,332.8
Interactive Media
MSFT 		Microsoft Corp
19,499
8,218.8
0%
4.310
0%
0.000
+18.73%
+12.03%
3,496,120.0
Software
COST 		Costco Wholesale Corp
6,831
6,259.0
0%
3.280
0%
0.000
-1.01%
+11.04%
450,102.6
Retail - Defensive
AMZN 		Amazon.com Inc
25,950
5,693.2
+1.17%
2.980
+0.03%
0.000
+6.41%
-2.65%
2,267,334.4
Retail - Cyclical
JPM 		JPMorgan Chase & Co
21,892
5,247.7
+0.46%
2.750
+0.01%
0.000
+8.45%
+12.11%
738,488.8
Banks
ORCL 		Oracle Corp
26,875
4,478.4
0%
2.350
0%
0.000
+15.70%
+5.06%
487,992.8
Software
WMT 		Walmart Inc
47,052
4,251.1
0%
2.230
0%
0.000
+3.52%
+8.44%
779,846.4
Retail - Defensive
CAT 		Caterpillar Inc
11,390
4,131.8
-0.87%
2.170
-0.02%
0.000
+4.12%
-1.77%
166,185.8
Farm & Heavy Construction Machinery

SPIRIT OF AMERICA LARGE CAP VALUE FUND's Historical Top Holdings Breakdowns

SPIRIT OF AMERICA LARGE CAP VALUE FUND'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 Corp2024-12-31Reduce
-1.23%
●
118.85 ($138.16) 148.88
$141.72
2.58%
Reduce -8.66%
202,970
-19,250
XOM 		Exxon Mobil Corp2024-12-31Reduce
-0.25%
●
105.51 ($116.93) 125.37
$104.27
-10.83%
Reduce -19.46%
16,558
-4,000
WMB 		Williams Companies Inc2024-12-31Reduce
-0.17%
●
47.64 ($54.01) 59.74
$60.56
12.13%
Reduce -12.59%
48,250
-6,950
VLO 		Valero Energy Corp2024-12-31Reduce
-0.17%
●
118.59 ($133.73) 144.03
$128.35
-4.02%
Reduce -15.39%
12,915
-2,350
IRM 		Iron Mountain Inc2024-12-31Add
+0.16%
●
101.62 ($117.48) 128.14
$102.21
-13.00%
Add 178.13%
4,450
2,850
EQIX 		Equinix Inc2024-12-31Add
+0.16%
●
866.02 ($920.75) 985
$914.43
-0.69%
Add 28.21%
1,500
330
CEG 		Constellation Energy Corp2024-12-31Add
+0.14%
●
223.71 ($249.1) 285.52
$298.80
19.95%
Add 58.54%
3,250
1,200
VST 		Vistra Corp2024-12-31Add
+0.12%
●
115.74 ($139.1) 166.61
$173.62
24.82%
Add 41.25%
5,650
1,650
OXY 		Occidental Petroleum Corp2024-12-31Reduce
-0.12%
●
45.36 ($50.46) 55.91
$42.54
-15.70%
Reduce -75%
1,500
-4,500
UNH 		UnitedHealth Group Inc2024-12-31Reduce
-0.12%
●
485.52 ($567.94) 625.25
$303.22
-46.61%
Reduce -17.02%
1,950
-400

SPIRIT OF AMERICA LARGE CAP VALUE FUND Total Holding History ($B)

To

SPIRIT OF AMERICA LARGE CAP VALUE FUND's Asset Allocation

To

SPIRIT OF AMERICA LARGE CAP VALUE FUND Past Portfolios

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

Top Ranked Articles

  • 1

SPIRIT OF AMERICA LARGE CAP VALUE FUND's Hypothetical Growth since 2024-12-31

SPIRIT OF AMERICA LARGE CAP VALUE FUND's Yearly Returns

Year Portfolio % % Excess Gain %

SPIRIT OF AMERICA LARGE CAP VALUE FUND's Holdings Heat Map

Size field:

SPIRIT OF AMERICA LARGE CAP VALUE FUND's Holdings Bubble Chart

SPIRIT OF AMERICA LARGE CAP VALUE FUND News

  • 1

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