ZACKS INVESTMENT MANAGEMENT

Q4 2024 13F-HR Holdings

Location
Chicago, IL
Holdings as of
12/31/2024
Date filed
2/13/2025
Form type
13F-HR
Num holdings
665
Total value ($000)
$10,802,052
Net value change ($000)
-724,924 (-6.3%)
New positions
115
Sold out positions
128
Turnover %
7.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/14/2024 Next filing: 5/14/2025 SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
BLK 141,382 NEW
WFC 68,240 7728.2%
ANET 48,561 NEW
NSC 45,035 NEW
AMZN 39,932 20.8%
IWD 35,514 391.1%
TSLA 35,378 47.7%
GOOGL 35,230 18.0%
AAPL 30,752 9.3%
BR 30,252 NEW
Top Reduces (Value $000, Stocks/ETFs)
BLK -136,409 -100.0%
MSFT -45,474 -9.1%
DOW -39,507 -49.2%
MRK -38,393 -28.4%
AVGO -38,207 -22.4%
UNH -35,922 -25.0%
JNJ -35,317 -22.8%
ABBV -33,997 -20.2%
NKE -32,029 -99.2%
ANET -31,005 -100.0%
Instrument mix + QoQ Δ (ex-options)
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