BANK OF AMERICA CORP /DE/

CIK
70858
City
CHARLOTTE
State / Country
NC

Top Portfolio Positions

3,980 positions · $790,611,674,620 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
NVDA
Nvidia Corp
Technology
191,200,989 $33,345,452,479 4.22%
AAPL
Apple Inc.
Technology
120,727,964 $30,639,549,981 3.88%
MSFT
Microsoft Corp
Technology
70,765,459 $26,195,249,954 3.31%
SPY
Spdr S&P 500 Etf Trust
32,276,125 $20,990,455,130 2.65%
GOOGL
Alphabet Inc.
Communication Services
68,768,715 $19,775,131,680 2.50%
JPM
Jpmorgan Chase & Co
Financial Services
65,660,460 $19,314,680,910 2.44%
AVGO
Broadcom Inc.
Technology
58,737,097 $18,179,718,888 2.30%
AMZN
Amazon Com Inc
Consumer Cyclical
84,181,341 $17,532,447,886 2.22%
META
Meta Platforms, Inc.
Communication Services
21,038,035 $12,036,490,960 1.52%
XOM
Exxon Mobil Corp
Energy
68,483,813 $11,618,963,709 1.47%

Portfolio Trend

50 quarters · across all stocks

Holdings in LFVN

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Shares Held

Position Value (USD)

21 of 21 shown
Report Date Value (USD) Shares
2026-03-31 $101,282 23,445
2025-12-31 $116,170 18,859
2025-06-30 $428,971 32,796
2025-03-31 $406,840 27,904
2024-12-31 $2,296 131
2024-06-30 $609 95
2023-12-31 $36 6
2023-09-30 $129 20
2023-03-31 $2,821 786
2022-12-31 $3,020 812
2022-09-30 $3,697 986
2022-06-30 $6,729 1,547
2022-03-31 $21,834 4,587
2021-12-31 $58,624 9,276
2021-09-30 $99,139 14,644
2021-06-30 $192,173 26,146
2021-03-31 $221,398 23,679
2020-12-31 $56,805 6,095
2020-09-30 $41,110 3,406
2020-06-30 $69,384 5,132
2020-03-31 $75,828 7,362