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Warm Springs Advisors Inc.13F | |
Warm Springs Advisors Inc. | |
Last update 2025-02-19 | 50 Stocks (0 new) |
Value $108.00 Mil | Turnover 0 % |
Warm Springs Advisors Inc. Top Holdings of 2024-12-31
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Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
---|---|---|---|---|---|---|---|---|---|---|---|---|
NVDA | NVIDIA Corp | 112,425 | 15,097.5 | 0% | 14.010 | 0% | 0.000 | +66.29% | +27.19% | 4,164,907.0 | Semiconductors | |
AAPL | Apple Inc | 33,718 | 8,443.7 | 0% | 7.830 | 0% | 0.000 | +4.87% | -14.22% | 3,200,643.0 | Hardware | |
MSFT | Microsoft Corp | 13,877 | 5,849.2 | 0% | 5.430 | 0% | 0.000 | +35.37% | +20.48% | 3,759,901.0 | Software | |
AMZN | Amazon.com Inc | 26,296 | 5,769.1 | 0% | 5.350 | 0% | 0.000 | +26.41% | +4.06% | 2,423,607.1 | Retail - Cyclical | |
GOOGL | Alphabet Inc | 30,441 | 5,762.5 | 0% | 5.350 | 0% | 0.000 | +22.60% | +0.73% | 2,312,572.8 | Interactive Media | |
AVGO | Broadcom Inc | 22,673 | 5,256.5 | 0% | 4.880 | 0% | 0.000 | +60.74% | +23.02% | 1,334,327.7 | Semiconductors | |
IVV | iShares Core S&P 500 ETF | 6,663 | 3,922.2 | 0% | 3.640 | 0% | 0.000 | +18.87% | +8.94% | 642,209.1 | ||
COST | Costco Wholesale Corp | 4,192 | 3,841.0 | 0% | 3.560 | 0% | 0.000 | -3.43% | +2.97% | 417,396.2 | Retail - Defensive | |
QQQ | INVESCO QQQ Trust | 7,397 | 3,781.7 | 0% | 3.510 | 0% | 0.000 | +24.17% | +10.57% | 359,485.3 | ||
ALAB | Astera Labs Inc | 25,000 | 3,311.3 | 0% | 3.070 | 0% | 0.020 | +98.64% | -9.79% | 19,704.3 | Semiconductors |
Warm Springs Advisors Inc.'s Historical Top Holdings Breakdowns
Warm Springs Advisors Inc. Total Holding History ($B)
Warm Springs Advisors Inc.'s Asset Allocation
Warm Springs Advisors Inc. Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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Warm Springs Advisors Inc.'s Hypothetical Growth since 2024-12-31
Warm Springs Advisors Inc.'s Yearly Returns
Year | Portfolio % | % | Excess Gain % |
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Warm Springs Advisors Inc.'s Holdings Heat Map
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Warm Springs Advisors Inc.'s Holdings Bubble Chart
Warm Springs Advisors Inc. News
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