Efg Asset Management (Americas) Corp. Top Holdings and 13F Report (2025)

About Efg Asset Management (Americas) Corp.

Investment Activity

Efg Asset Management (Americas) Corp. has $493.91 million in total holdings as of March 31, 2025.
Efg Asset Management (Americas) Corp. owns shares of 134 different stocks, but just 63 companies or ETFs make up 80% of its holdings.
Approximately 8.51% of the portfolio was purchased this quarter.
About 8.31% of the portfolio was sold this quarter.
This quarter, Efg Asset Management (Americas) Corp. has purchased 121 new stocks and bought additional shares in 37 stocks.
Efg Asset Management (Americas) Corp. sold shares of 73 stocks and completely divested from 3 stocks this quarter.

Largest Holdings

Microsoft: $21,650,587
iShares Core S&P Small-Cap ETF: $17,295,276
Amazon.com: $15,555,467
NVIDIA: $14,464,559
JPMorgan Chase & Co.: $14,150,997

Largest New Holdings this Quarter

30303M102 - Meta Platforms: $7,364,152 Holding
46090E103 - Invesco QQQ: $3,725,596 Holding
74762E102 - Quanta Services: $2,602,803 Holding
L8681T102 - Spotify Technology: $2,172,068 Holding
G5960L103 - Medtronic: $2,122,044 Holding

Largest Purchases this Quarter

Meta Platforms: 12,777 shares (about $7.36M)
Broadcom: 28,121 shares (about $4.71M)
Invesco QQQ: 7,945 shares (about $3.73M)
Quanta Services: 10,240 shares (about $2.60M)
Spotify Technology: 3,949 shares (about $2.17M)

Largest Sales this Quarter

Johnson & Johnson: 33,055 shares (about $5.48M)
Alphabet: 15,942 shares (about $2.49M)
Mastercard: 4,168 shares (about $2.28M)
American Water Works: 14,881 shares (about $2.20M)
Apple: 9,818 shares (about $2.18M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
MSFT Microsoft	$21,650,587	$121,876 ▼	-0.6%	57,557	4.4%	Computer and Technology
IJR iShares Core S&P Small-Cap ETF	$17,295,276	$710,027 ▼	-3.9%	165,395	3.5%	ETF
AMZN Amazon.com	$15,555,467	$255,329 ▼	-1.6%	81,759	3.1%	Retail/Wholesale
NVDA NVIDIA	$14,464,559	$1,252,110 ▲	9.5%	133,462	2.9%	Computer and Technology
JPM JPMorgan Chase & Co.	$14,150,997	$262,714 ▼	-1.8%	57,689	2.9%	Finance
IAU iShares Gold Trust	$12,895,005	$245,922 ▼	-1.9%	218,708	2.6%	Finance
AAPL Apple	$12,839,594	$2,180,878 ▼	-14.5%	57,802	2.6%	Computer and Technology
MA Mastercard	$12,501,491	$2,284,559 ▼	-15.5%	22,808	2.5%	Business Services
CME CME Group	$10,266,839	$70,037 ▼	-0.7%	38,700	2.1%	Finance
VRSK Verisk Analytics	$9,286,339	$476,192 ▼	-4.9%	31,202	1.9%	Business Services
UNH UnitedHealth Group	$9,054,529	$113,653 ▼	-1.2%	17,288	1.8%	Medical
MCD McDonald's	$8,841,800	$59,662 ▼	-0.7%	28,306	1.8%	Retail/Wholesale
MSCI MSCI	$8,640,849	$64,467 ▲	0.8%	15,280	1.7%	Finance
AVGO Broadcom	$8,108,300	$4,708,299 ▲	138.5%	48,428	1.6%	Computer and Technology
GOOG Alphabet	$7,877,429	$2,490,619 ▼	-24.0%	50,422	1.6%	Computer and Technology
NFLX Netflix	$7,511,529	$779,595 ▼	-9.4%	8,055	1.5%	Consumer Discretionary
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF	$7,414,571	$560,620 ▲	8.2%	68,218	1.5%	Finance
DHR Danaher	$7,396,400	$859,155 ▲	13.1%	36,080	1.5%	Medical
META Meta Platforms	$7,364,152	$7,364,152 ▲	New Holding	12,777	1.5%	Computer and Technology
INTU Intuit	$6,888,354	$52,803 ▼	-0.8%	11,219	1.4%	Computer and Technology
UNP Union Pacific	$6,867,974	$105,599 ▼	-1.5%	29,072	1.4%	Transportation
ADBE Adobe	$6,103,496	$44,106 ▼	-0.7%	15,914	1.2%	Computer and Technology
PALANTIR TECHNOLOGIES INC	$6,000,334	$1,296,806 ▼	-17.8%	71,094	1.2%	CL A
SPGI S&P Global	$5,875,485	$1,748,826 ▼	-22.9%	11,564	1.2%	Business Services
QCOM QUALCOMM	$5,870,360	$71,275 ▼	-1.2%	38,216	1.2%	Computer and Technology
FTV Fortive	$5,837,026	$146,579 ▼	-2.4%	79,763	1.2%	Computer and Technology
EEM iShares MSCI Emerging Markets ETF	$5,800,127	$299,301 ▼	-4.9%	132,726	1.2%	Finance
WMT Walmart	$5,692,175	$108,332 ▲	1.9%	64,839	1.2%	Retail/Wholesale
NOW ServiceNow	$5,420,121	$113,052 ▼	-2.0%	6,808	1.1%	Computer and Technology
FANG Diamondback Energy	$5,402,665	$82,018 ▼	-1.5%	33,792	1.1%	Energy
ULTA Ulta Beauty	$5,350,018	$898,390 ▲	20.2%	14,596	1.1%	Retail/Wholesale
TMO Thermo Fisher Scientific	$5,056,611	$87,080 ▼	-1.7%	10,162	1.0%	Medical
IVV iShares Core S&P 500 ETF	$5,040,805	$89,904 ▼	-1.8%	8,971	1.0%	ETF
EWJ iShares MSCI Japan ETF	$4,831,930	$334,849 ▼	-6.5%	70,477	1.0%	ETF
PEP PepsiCo	$4,702,448	$619,406 ▼	-11.6%	31,362	1.0%	Consumer Staples
SHV iShares Short Treasury Bond ETF	$4,610,379	$876,390 ▲	23.5%	41,738	0.9%	ETF
ABNB Airbnb	$4,610,081	$605,065 ▲	15.1%	38,591	0.9%	Consumer Discretionary
OTIS Otis Worldwide	$4,582,596	$115,997 ▼	-2.5%	44,405	0.9%	Construction
IGF iShares Global Infrastructure ETF	$4,246,164	$202,334 ▲	5.0%	77,669	0.9%	Manufacturing
VGK Vanguard FTSE Europe ETF	$3,897,498	$58,625 ▲	1.5%	55,512	0.8%	ETF
IEI iShares 3-7 Year Treasury Bond ETF	$3,895,528	$397,869 ▼	-9.3%	32,976	0.8%	ETF
VMBS Vanguard Mortgage-Backed Securities ETF	$3,843,174	$13,291 ▼	-0.3%	82,988	0.8%	ETF
VLUE iShares MSCI USA Value Factor ETF	$3,797,700	$60,684 ▼	-1.6%	35,609	0.8%	ETF
QQQ Invesco QQQ	$3,725,596	$3,725,596 ▲	New Holding	7,945	0.8%	Finance
EXPO Exponent	$3,692,445	$21,157 ▼	-0.6%	45,552	0.7%	Business Services
ALNY Alnylam Pharmaceuticals	$3,610,707	$425,011 ▼	-10.5%	13,372	0.7%	Medical
JNJ Johnson & Johnson	$3,592,695	$5,481,745 ▼	-60.4%	21,664	0.7%	Medical
TREX Trex	$3,510,809	$33,989 ▼	-1.0%	60,427	0.7%	Construction
AAXJ iShares MSCI All Country Asia ex Japan ETF	$3,455,578	$137,640 ▼	-3.8%	46,697	0.7%	ETF
VEEV Veeva Systems	$3,311,846	$680,529 ▼	-17.0%	14,298	0.7%	Medical
CCI Crown Castle	$3,204,030	$26,266 ▼	-0.8%	30,740	0.6%	Finance
TRI Thomson Reuters	$2,935,569	$49,761 ▲	1.7%	16,990	0.6%	Business Services
MO Altria Group	$2,930,459	$56,779 ▲	2.0%	48,825	0.6%	Consumer Staples
NET Cloudflare	$2,845,197	$395,429 ▼	-12.2%	25,248	0.6%	Computer and Technology
TSM Taiwan Semiconductor Manufacturing	$2,661,146	$215,800 ▼	-7.5%	16,031	0.5%	Computer and Technology
TW Tradeweb Markets	$2,622,546	$645,356 ▼	-19.7%	17,665	0.5%	Finance
PWR Quanta Services	$2,602,803	$2,602,803 ▲	New Holding	10,240	0.5%	Construction
NKE NIKE	$2,477,751	$78,715 ▼	-3.1%	39,032	0.5%	Consumer Discretionary
IDXX IDEXX Laboratories	$2,474,765	$60,473 ▼	-2.4%	5,893	0.5%	Medical
ABBV AbbVie	$2,463,327	$16,343 ▼	-0.7%	11,757	0.5%	Medical
DOORDASH INC	$2,456,429	$301,022 ▼	-10.9%	13,440	0.5%	CL A
WAB Westinghouse Air Brake Technologies	$2,428,095	$587,393 ▼	-19.5%	13,389	0.5%	Transportation
FICO Fair Isaac	$2,425,070	$508,988 ▼	-17.3%	1,315	0.5%	Computer and Technology
ZG Zillow Group	$2,342,574	$44,061 ▼	-1.8%	35,037	0.5%	Finance
VCSH Vanguard Short-Term Corporate Bond ETF	$2,340,413	$75,151 ▲	3.3%	29,648	0.5%	ETF
ARES Ares Management	$2,311,453	$790,228 ▼	-25.5%	15,766	0.5%	Finance
CWB SPDR Bloomberg Convertible Securities ETF	$2,300,209	$19,615 ▲	0.9%	30,021	0.5%	ETF
EFA iShares MSCI EAFE ETF	$2,255,585	$53,533 ▲	2.4%	27,598	0.5%	Finance
VRT Vertiv	$2,205,493	$203,026 ▼	-8.4%	30,547	0.4%	Computer and Technology
SPOT Spotify Technology	$2,172,068	$2,172,068 ▲	New Holding	3,949	0.4%	Business Services
CSL Carlisle Companies	$2,169,326	$320,751 ▼	-12.9%	6,371	0.4%	Multi-Sector Conglomerates
SHY iShares 1-3 Year Treasury Bond ETF	$2,130,959	$161,985 ▼	-7.1%	25,758	0.4%	Manufacturing
MDT Medtronic	$2,122,044	$2,122,044 ▲	New Holding	23,615	0.4%	Medical
XOM Exxon Mobil	$2,104,585	$61,725 ▲	3.0%	17,696	0.4%	Energy
CYBR CyberArk Software	$2,059,434	$2,059,434 ▲	New Holding	6,093	0.4%	Computer and Technology
TJX TJX Companies	$2,017,373	$1,827 ▲	0.1%	16,563	0.4%	Retail/Wholesale
TSLA Tesla	$2,016,643	$1,820,024 ▼	-47.4%	7,754	0.4%	Auto/Tires/Trucks
ROK Rockwell Automation	$1,964,722	$228,150 ▼	-10.4%	7,604	0.4%	Computer and Technology
BLACKROCK INC	$1,957,321	$16,090 ▼	-0.8%	2,068	0.4%	COM
NTRA Natera	$1,859,966	$238,842 ▼	-11.4%	13,153	0.4%	Medical
NSC Norfolk Southern	$1,854,662	$7,816 ▲	0.4%	7,831	0.4%	Transportation
ZS Zscaler	$1,817,924	$226,397 ▼	-11.1%	9,162	0.4%	Computer and Technology
HLT Hilton Worldwide	$1,803,106	$223,909 ▼	-11.0%	7,924	0.4%	Consumer Discretionary
TTD Trade Desk	$1,781,683	$47,388 ▲	2.7%	32,560	0.4%	Computer and Technology
BR Broadridge Financial Solutions	$1,696,008	$8,729 ▼	-0.5%	6,995	0.3%	Business Services
GRMN Garmin	$1,692,745	$1,692,745 ▲	New Holding	7,796	0.3%	Computer and Technology
TXN Texas Instruments	$1,689,180	$17,072 ▲	1.0%	9,400	0.3%	Computer and Technology
DECK Deckers Outdoor	$1,645,620	$50,762 ▲	3.2%	14,718	0.3%	Retail/Wholesale
PODD Insulet	$1,644,726	$477,687 ▼	-22.5%	6,263	0.3%	Medical
DKS DICK'S Sporting Goods	$1,640,094	$202,971 ▼	-11.0%	8,137	0.3%	Retail/Wholesale
ILF iShares Latin America 40 ETF	$1,638,633	$46,511 ▼	-2.8%	69,581	0.3%	ETF
IEV iShares Europe ETF	$1,635,827	$339,073 ▲	26.1%	28,107	0.3%	ETF
DDOG Datadog	$1,606,408	$893,584 ▼	-35.7%	16,192	0.3%	Computer and Technology
LULU Lululemon Athletica	$1,586,834	$195,028 ▼	-10.9%	5,606	0.3%	Consumer Discretionary
TFI SPDR Nuveen Barclays Municipal Bond ETF	$1,577,901	$12,710 ▲	0.8%	35,010	0.3%	Finance
CPRT Copart	$1,559,677	$194,896 ▼	-11.1%	27,561	0.3%	Business Services
ENTG Entegris	$1,500,894	$148,628 ▼	-9.0%	17,157	0.3%	Computer and Technology
VTI Vanguard Total Stock Market ETF	$1,469,188	$45,895 ▼	-3.0%	5,346	0.3%	ETF
PHM PulteGroup	$1,456,511	$26,009 ▲	1.8%	14,168	0.3%	Construction
HD Home Depot	$1,429,677	$37,748 ▲	2.7%	3,901	0.3%	Retail/Wholesale

Showing largest 100 holdings. View all holdings.

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Efg Asset Management (Americas) Corp. Top Holdings and 13F Report (2025)

About Efg Asset Management (Americas) Corp.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

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Efg Asset Management (Americas) Corp. Top Holdings and 13F Report (2025)

About Efg Asset Management (Americas) Corp.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofEfg Asset Management (Americas) Corp.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools