Chevy Chase Trust Holdings, LLC
Institutional investor · Portfolio as of Q3 2024
Top Holdings626 positions
APPLE INC | 10.1M | $2.3B | 7.2% | $44.12 | +423.78% | 24 qtrssince 2018-Q4 | Increased 64 |
MICROSOFT CORP | 4.9M | $2.1B | 6.4% | $97.15 | +336.02% | 24 qtrssince 2018-Q4 | Decreased 0 |
NVIDIA CORPORATION | 16.9M | $2.1B | 6.3% | $3.39 | +3477.32% | 24 qtrssince 2018-Q4 | Decreased 0 |
AMAZON COM INC | 6.2M | $1.2B | 3.5% | $78.78 | +136.52% | 24 qtrssince 2018-Q4 | Decreased 0 |
META PLATFORMS INC | 1.2M | $673.9M | 2.1% | $131.27 | +333.24% | 24 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC | 4M | $669M | 2.1% | $52.06 | +216.34% | 24 qtrssince 2018-Q4 | Decreased 0 |
BERKSHIRE HATHAWAY INC DEL | 1.4M | $663.6M | 2.0% | $221.03 | +108.24% | 24 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC | 3.6M | $604.1M | 1.9% | $51.90 | +219.88% | 24 qtrssince 2018-Q4 | Decreased 0 |
JPMORGAN CHASE & CO | 2.2M | $473.3M | 1.5% | $80.44 | +151.56% | 24 qtrssince 2018-Q4 | Decreased 0 |
BROADCOM INC | 2.7M | $459.5M | 1.4% | $39.76 | +326.50% | 24 qtrssince 2018-Q4 | Increased 79 |
VISA INC | 1.5M | $416.2M | 1.3% | $131.28 | +106.32% | 24 qtrssince 2018-Q4 | Increased 50 |
TESLA INC | 1.5M | $391M | 1.2% | $239.76 | +9.12% | 20 qtrssince 2019-Q4 | Decreased 0 |
UNITEDHEALTH GROUP INC | 668,395 | $390.8M | 1.2% | $244.49 | +127.99% | 24 qtrssince 2018-Q4 | Decreased 0 |
ELI LILLY & CO | 428,759 | $379.9M | 1.2% | $110.03 | +694.06% | 24 qtrssince 2018-Q4 | Decreased 0 |
COSTCO WHOLESALE CORPORATION | 423,947 | $375.8M | 1.2% | $254.02 | +245.20% | 24 qtrssince 2018-Q4 | Decreased 0 |
EXXON MOBIL CORP | 2.5M | $295M | 0.9% | $54.72 | +101.17% | 24 qtrssince 2018-Q4 | Decreased 0 |
GOLDMAN SACHS GROUP INC | 507,547 | $251.3M | 0.8% | $167.61 | +183.90% | 24 qtrssince 2018-Q4 | Decreased 0 |
REGENERON PHARMACEUTICALS | 238,379 | $250.6M | 0.8% | $529.88 | +96.54% | 24 qtrssince 2018-Q4 | Decreased 0 |
JOHNSON & JOHNSON | 1.5M | $239.3M | 0.7% | $112.55 | +36.40% | 24 qtrssince 2018-Q4 | Decreased 0 |
MASTERCARD INCORPORATED | 462,934 | $228.6M | 0.7% | $182.31 | +167.64% | 24 qtrssince 2018-Q4 | Decreased 0 |
Chevy Chase Trust Holdings, LLC manages $32.6B across 626 positions as of Q3 2024. Top holdings: AAPL (7.2%), MSFT (6.4%), NVDA (6.3%). Fund DNA: Steady Compounder. HoldingsIntel Score: 3.5/5.0.
Active quarter - 26 new positions, 13 exits, 96 increased. Top move: AVGO (INCREASED, conviction 79). Portfolio: $32.6B across 626 positions.
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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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