StockDriftsStockDriftsTop 50 Advisor Partners Ii, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 5.75% | 838.1K | $143.5M | +6.55%(+51.50K) | — | 2023-09-30 | |
| MSFT | MICROSOFT CORP | 4.73% | 373.3K | $117.9M | +4.56%(+16.29K) | — | 2023-09-30 | |
| NVDA | NVIDIA CORPORATION | 2.46% | 140.9K | $61.3M | +10.84%(+13.78K) | — | 2023-09-30 | |
| AMZN | AMAZON COM INC | 1.87% | 367.6K | $46.7M | +7.33%(+25.10K) | — | 2023-09-30 | |
| GOOG | ALPHABET INC | 1.27% | 240.7K | $31.7M | +11.69%(+25.19K) | — | 2023-09-30 | |
| META | META PLATFORMS INC | 1.25% | 104.1K | $31.3M | +6.78%(+6.61K) | — | 2023-09-30 | |
| UNH | UNITEDHEALTH GROUP INC | 1.19% | 59.0K | $29.8M | +8.84%(+4.79K) | — | 2023-09-30 | |
| GOOGL | ALPHABET INC | 1.18% | 225.1K | $29.5M | +5.64%(+12.01K) | — | 2023-09-30 | |
| BRKB | BERKSHIRE HATHAWAY INC DEL | 1.16% | 82.5K | $28.9M | +9.32%(+7.04K) | — | 2023-09-30 | |
| LLY | ELI LILLY & CO | 1.07% | 49.6K | $26.6M | +1.55%(+759) | — | 2023-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Advisor Partners Ii, Llc reports $2.49B in US-listed equity holdings across 1,252 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (5.8%), MSFT (4.7%) and NVDA (2.5%). Figures reflect the Q3 2023 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Advisor Partners Ii, Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1954015). View Advisor Partners Ii, Llc’s 13F filings on SEC