Chevy Chase Trust Holdings, LLC
Institutional investor · Portfolio as of Q1 2025
Top Holdings633 positions
Apple Inc | 9.7M | $2.2B | 6.9% | $44.12 | +400.44% | 26 qtrssince 2018-Q4 | Decreased 0 |
NVIDIA Corp | 16.2M | $1.8B | 5.6% | $3.39 | +3093.12% | 26 qtrssince 2018-Q4 | Decreased 0 |
Microsoft Corp | 4.7M | $1.8B | 5.6% | $97.15 | +281.91% | 26 qtrssince 2018-Q4 | Decreased 0 |
Amazon.com Inc | 6.1M | $1.2B | 3.7% | $79.28 | +139.99% | 26 qtrssince 2018-Q4 | Increased 59 |
Berkshire Hathaway Inc | 1.4M | $752.9M | 2.4% | $221.03 | +140.96% | 26 qtrssince 2018-Q4 | Decreased 0 |
Facebook Inc | 1.2M | $665.5M | 2.1% | $133.07 | +331.05% | 26 qtrssince 2018-Q4 | Increased 54 |
Alphabet Inc | 3.9M | $606.8M | 1.9% | $52.06 | +195.64% | 26 qtrssince 2018-Q4 | Decreased 0 |
Alphabet Inc | 3.5M | $543.6M | 1.7% | $51.90 | +199.59% | 26 qtrssince 2018-Q4 | Decreased 0 |
JPMorgan Chase & Co | 2.2M | $532.8M | 1.7% | $80.44 | +195.96% | 26 qtrssince 2018-Q4 | Decreased 0 |
Visa Inc | 1.5M | $517.4M | 1.7% | $131.50 | +163.50% | 26 qtrssince 2018-Q4 | Decreased 0 |
Broadcom Inc | 2.7M | $458.3M | 1.5% | $43.62 | +279.45% | 26 qtrssince 2018-Q4 | Increased 50 |
Costco Wholesale Corp | 426,717 | $403.6M | 1.3% | $258.38 | +262.94% | 26 qtrssince 2018-Q4 | Increased 49 |
Tesla Inc | 1.5M | $381.9M | 1.2% | $239.78 | +8.08% | 22 qtrssince 2019-Q4 | Increased 49 |
UnitedHealth Group Inc | 693,917 | $363.4M | 1.2% | $254.44 | +97.85% | 26 qtrssince 2018-Q4 | Decreased 0 |
Eli Lilly & Co | 418,833 | $345.9M | 1.1% | $110.03 | +642.76% | 26 qtrssince 2018-Q4 | Decreased 0 |
Exxon Mobil Corp | 2.4M | $287.9M | 0.9% | $54.72 | +108.01% | 26 qtrssince 2018-Q4 | Decreased 0 |
Goldman Sachs Group Inc/The | 489,566 | $267.4M | 0.9% | $167.61 | +216.37% | 26 qtrssince 2018-Q4 | Decreased 0 |
Mastercard Inc | 446,460 | $244.7M | 0.8% | $182.31 | +197.91% | 26 qtrssince 2018-Q4 | Decreased 0 |
Johnson & Johnson | 1.4M | $230.9M | 0.7% | $112.55 | +41.83% | 26 qtrssince 2018-Q4 | Decreased 0 |
Procter & Gamble Co/The | 1.3M | $217.8M | 0.7% | $76.43 | +113.81% | 26 qtrssince 2018-Q4 | Decreased 0 |
Chevy Chase Trust Holdings, LLC manages $31.3B across 633 positions as of Q1 2025. Top holdings: AAPL (6.9%), NVDA (5.6%), MSFT (5.6%). Fund DNA: Steady Compounder. HoldingsIntel Score: 4/5.0.
Active quarter - 18 new positions, 18 exits, 126 increased. Top move: AMZN (INCREASED, conviction 59). Portfolio: $31.3B across 633 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
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