BANK OF AMERICA CORP /DE/

Q1 2025 13F-HR Holdings

Location
Charlotte, NC
Holdings as of
3/31/2025
Date filed
5/15/2025
Form type
13F-HR
Num holdings
8,290
Total value ($000)
$1,237,815,059
Net value change ($000)
+45,760,507 (3.8%)
New positions
321
Sold out positions
305
Turnover %
0.1%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 2/14/2025 Next filing: 8/14/2025 SEC filing

Snapshot: Change Analysis

Compared to Q4 2024
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
IVV 3,768,999 36.0%
IEFA 2,760,006 20.5%
XOM 1,756,635 24.9%
SPYM 1,577,253 318.7%
T 1,573,142 131.7%
TLT 1,530,063 22.1%
V 1,375,659 18.8%
LLY 1,366,622 17.7%
ABBV 1,356,755 30.1%
JNJ 1,302,916 40.0%
Top Reduces (Value $000, Stocks/ETFs)
AVGO -3,541,899 -24.8%
AAPL -2,656,312 -8.9%
GOVT -2,553,570 -26.2%
TSLA -1,580,261 -19.7%
AMZN -1,560,709 -9.1%
GOOGL -1,379,830 -11.1%
EFAV -1,291,076 -79.5%
IWF -1,279,236 -10.4%
MSFT -1,243,173 -4.3%
SCHO -1,219,934 -31.6%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 112,131,267 (9.1% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type