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Silicon Valley Capital Partners Top Holdings and 13F Report (2025)

About Silicon Valley Capital Partners

Investment Activity

  • Silicon Valley Capital Partners has $765.33 million in total holdings as of March 31, 2025.
  • Silicon Valley Capital Partners owns shares of 247 different stocks, but just 19 companies or ETFs make up 80% of its holdings.
  • Approximately 13.07% of the portfolio was purchased this quarter.
  • About 20.82% of the portfolio was sold this quarter.
  • This quarter, Silicon Valley Capital Partners has purchased 313 new stocks and bought additional shares in 98 stocks.
  • Silicon Valley Capital Partners sold shares of 43 stocks and completely divested from 75 stocks this quarter.

Largest Holdings

Invesco QQQ
$63,468,368
Apple
$48,168,620
Alphabet
$42,617,474

Largest New Holdings this Quarter

14448C104 - Carrier Global
$287,835 Holding
68902V107 - Otis Worldwide
$231,994 Holding
464288208 - iShares Morningstar Mid-Cap ETF
$70,258 Holding
254687106 - Walt Disney
$58,744 Holding
92343V104 - Verizon Communications
$23,049 Holding

Largest Purchases this Quarter

SPDR S&P 500 ETF Trust
38,989 shares (about $21.66M)
Meta Platforms
15,519 shares (about $8.95M)
Intuitive Surgical
17,919 shares (about $8.81M)
Oracle
61,369 shares (about $8.65M)
NVIDIA
61,476 shares (about $6.74M)

Largest Sales this Quarter

Invesco S&P 500 GARP ETF
302,263 shares (about $29.94M)
Berkshire Hathaway
19,007 shares (about $10.00M)
Starbucks
87,414 shares (about $8.54M)
UnitedHealth Group
11,026 shares (about $5.69M)
Apple
23,296 shares (about $5.08M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofSilicon Valley Capital Partners

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$123,197,087$21,664,635 21.3%221,71316.1%Finance
Invesco QQQ stock logo
QQQ
Invesco QQQ
$63,468,368$340,920 0.5%135,3448.3%Finance
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$55,698,050$3,174,162 6.0%102,5297.3%ETF
Apple Inc. stock logo
AAPL
Apple
$48,168,620$5,076,207 -9.5%221,0586.3%Computer and Technology
Alphabet Inc. stock logo
GOOGL
Alphabet
$42,617,474$4,082,956 10.6%276,1455.6%Computer and Technology
Microsoft Co. stock logo
MSFT
Microsoft
$39,291,754$2,521,291 6.9%103,7275.1%Computer and Technology
NVIDIA Co. stock logo
NVDA
NVIDIA
$34,913,862$6,742,069 23.9%318,3544.6%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$31,778,598$3,974,469 14.3%164,8954.2%Retail/Wholesale
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$25,576,894$174,642 -0.7%276,3583.3%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$21,094,662$8,950,352 73.7%36,5762.8%Computer and Technology
Invesco S&P 500 GARP ETF stock logo
SPGP
Invesco S&P 500 GARP ETF
$19,041,543$29,936,149 -61.1%192,2612.5%ETF
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$16,574,910$4,646,441 39.0%17,8292.2%Retail/Wholesale
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF stock logo
GSLC
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
$14,863,184$155,319 -1.0%135,8861.9%ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$14,861,362$34,450 -0.2%40,1191.9%ETF
Broadcom Inc. stock logo
AVGO
Broadcom
$13,796,209$2,747,031 24.9%81,5761.8%Computer and Technology
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$13,679,628$2,458,388 21.9%132,5291.8%Computer and Technology
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$13,267,878$3,322,933 33.4%16,1311.7%Medical
American Express stock logo
AXP
American Express
$11,844,489$1,469,179 14.2%44,6151.5%Finance
The Home Depot, Inc. stock logo
HD
Home Depot
$11,751,671$3,257,031 38.3%32,8121.5%Retail/Wholesale
U.S. Bancorp stock logo
USB
U.S. Bancorp
$11,549,691$2,359,120 25.7%273,3011.5%Finance
ServiceNow, Inc. stock logo
NOW
ServiceNow
$11,497,671$3,913,133 51.6%14,4121.5%Computer and Technology
Bank of America Co. stock logo
BAC
Bank of America
$11,273,689$1,460,206 14.9%273,3021.5%Finance
Air Products and Chemicals, Inc. stock logo
APD
Air Products and Chemicals
$11,018,521$1,385,937 14.4%37,7001.4%Basic Materials
Oracle Co. stock logo
ORCL
Oracle
$9,750,554$8,645,011 782.0%69,2171.3%Computer and Technology
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$9,269,165$1,107,492 -10.7%78,7321.2%Energy
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$8,935,050$8,813,077 7,225.4%18,1671.2%Medical
Fidelity NASDAQ Composite Index ETF stock logo
ONEQ
Fidelity NASDAQ Composite Index ETF
$8,502,086$310,582 -3.5%124,7191.1%ETF
Salesforce, Inc. stock logo
CRM
Salesforce
$7,821,541$1,290,182 -14.2%28,9721.0%Computer and Technology
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$5,855,179$10,003,540 -63.1%11,1250.8%Finance
Starbucks Co. stock logo
SBUX
Starbucks
$3,918,837$8,542,887 -68.6%40,0990.5%Retail/Wholesale
Vanguard Mega Cap Value ETF stock logo
MGV
Vanguard Mega Cap Value ETF
$3,283,879$220,597 -6.3%25,7980.4%ETF
Roblox Co. stock logo
RBLX
Roblox
$3,048,804$1,033,202 -25.3%51,6130.4%Consumer Discretionary
Vanguard Mega Cap Growth ETF stock logo
MGK
Vanguard Mega Cap Growth ETF
$2,906,7130.0%9,4220.4%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$2,867,452$351,632 14.0%11,8080.4%Finance
Marvell Technology, Inc. stock logo
MRVL
Marvell Technology
$2,082,771$35,301 1.7%33,5710.3%Computer and Technology
Alphabet Inc. stock logo
GOOG
Alphabet
$1,826,881$6,243 -0.3%11,7060.2%Computer and Technology
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$1,816,922$5,689,685 -75.8%3,5210.2%Medical
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$1,747,123$1,158,582 196.9%10,6720.2%Medical
Intuit Inc. stock logo
INTU
Intuit
$1,563,888$2,396 0.2%2,6110.2%Computer and Technology
Invesco S&P 500 Quality ETF stock logo
SPHQ
Invesco S&P 500 Quality ETF
$1,444,852$61,317 -4.1%21,9850.2%ETF
Visa Inc. stock logo
V
Visa
$1,333,185$173,119 -11.5%3,8890.2%Business Services
Adobe Inc. stock logo
ADBE
Adobe
$1,247,411$1,056,095 -45.8%3,2340.2%Computer and Technology
Uber Technologies, Inc. stock logo
UBER
Uber Technologies
$1,207,071$1,352,499 -52.8%16,5920.2%Computer and Technology
Chevron Co. stock logo
CVX
Chevron
$1,148,499$24,747 2.2%6,9150.2%Energy
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$1,117,185$63,854 6.1%2,1870.1%ETF
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$1,090,968$1,082 0.1%3,0260.1%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$1,034,663$3,348 0.3%1,8540.1%ETF
Mastercard Incorporated stock logo
MA
Mastercard
$916,694$1,622 0.2%1,6960.1%Business Services
Occidental Petroleum Co. stock logo
OXY
Occidental Petroleum
$891,083$46,632 5.5%18,2490.1%Energy
Equinix, Inc. stock logo
EQIX
Equinix
$776,432$4,015 -0.5%9670.1%Finance
Autodesk, Inc. stock logo
ADSK
Autodesk
$625,0340.0%2,3890.1%Computer and Technology
Netflix, Inc. stock logo
NFLX
Netflix
$619,143$21,479 3.6%6630.1%Consumer Discretionary
ARISTA NETWORKS INC COM SHS
$598,553$38,968 7.0%7,6800.1%Stock
GRAYSCALE BITCOIN TRUST ETF
$562,530$152,214 -21.3%8,5000.1%ETF
Boston Scientific Co. stock logo
BSX
Boston Scientific
$556,317$14,904 -2.6%5,5990.1%Medical
RTX Co. stock logo
RTX
RTX
$541,048$490,341 967.0%4,1080.1%Aerospace
Tesla, Inc. stock logo
TSLA
Tesla
$443,124$1,582 0.4%1,6810.1%Auto/Tires/Trucks
monday.com Ltd. stock logo
MNDY
monday.com
$413,3170.0%1,6730.1%Computer and Technology
Pfizer Inc. stock logo
PFE
Pfizer
$371,901$2,723 0.7%14,7520.0%Medical
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$364,108$62,182 -14.6%2,1080.0%Computer and Technology
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$331,232$218,833 194.7%5,4430.0%Computer and Technology
Micron Technology, Inc. stock logo
MU
Micron Technology
$316,370$10,348 -3.2%3,5770.0%Computer and Technology
ISHARES BITCOIN TRUST ETF
$314,180$95,120 43.4%6,6060.0%ETF
iShares U.S. Technology ETF stock logo
IYW
iShares U.S. Technology ETF
$309,958$281 0.1%2,2040.0%Manufacturing
Target Co. stock logo
TGT
Target
$303,212$933 0.3%2,9250.0%Retail/Wholesale
Carrier Global Co. stock logo
CARR
Carrier Global
$287,835$287,835 New Holding4,5450.0%Computer and Technology
CrowdStrike Holdings, Inc. stock logo
CRWD
CrowdStrike
$282,711$107,088 -27.5%7920.0%Computer and Technology
Vanguard S&P 500 Growth ETF stock logo
VOOG
Vanguard S&P 500 Growth ETF
$270,639$334 0.1%8110.0%ETF
Trimble Inc. stock logo
TRMB
Trimble
$264,9630.0%4,0440.0%Industrials
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$260,693$33,882 -11.5%4,4780.0%ETF
Taiwan Semiconductor Manufacturing Company Limited stock logo
TSM
Taiwan Semiconductor Manufacturing
$242,275$165,428 215.3%1,4660.0%Computer and Technology
Intel Co. stock logo
INTC
Intel
$234,7910.0%10,3390.0%Computer and Technology
Otis Worldwide Co. stock logo
OTIS
Otis Worldwide
$231,994$231,994 New Holding2,2720.0%Construction
American Tower Co. stock logo
AMT
American Tower
$223,856$11,861 -5.0%1,0380.0%Finance
Dimensional U.S. Equity ETF stock logo
DFUS
Dimensional U.S. Equity ETF
$203,960$421 0.2%3,3890.0%ETF
iShares Russell 1000 ETF stock logo
IWB
iShares Russell 1000 ETF
$201,898$610 0.3%6620.0%ETF
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$197,010$1,085 0.6%3630.0%Finance
Davis Select International ETF stock logo
DINT
Davis Select International ETF
$192,9010.0%8,2750.0%ETF
Wells Fargo & Company stock logo
WFC
Wells Fargo & Company
$188,833$106,895 130.5%2,6710.0%Finance
iShares MSCI ACWI ETF stock logo
ACWI
iShares MSCI ACWI ETF
$187,1150.0%1,6100.0%Manufacturing
SPDR S&P MidCap 400 ETF Trust stock logo
MDY
SPDR S&P MidCap 400 ETF Trust
$177,188$532 0.3%3330.0%ETF
Amgen Inc. stock logo
AMGN
Amgen
$170,973$1,228 0.7%5570.0%Medical
Walmart Inc. stock logo
WMT
Walmart
$170,310$255 0.2%2,0000.0%Retail/Wholesale
The Boeing Company stock logo
BA
Boeing
$169,4970.0%9780.0%Aerospace
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$164,775$164,647 129,100.0%1,2920.0%ETF
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$163,2890.0%7370.0%ETF
Blue Owl Capital Co. stock logo
OBDC
Blue Owl Capital
$155,464$4,256 2.8%10,3370.0%Finance
BLOCK INC CL A
$155,035$149,502 2,702.0%2,8020.0%Stock
Snowflake Inc. stock logo
SNOW
Snowflake
$150,6300.0%1,0000.0%Computer and Technology
Blackstone Inc. stock logo
BX
Blackstone
$141,850$87,707 -38.2%1,0270.0%Finance
ARK Innovation ETF stock logo
ARKK
ARK Innovation ETF
$140,7180.0%2,8890.0%ETF
TransDigm Group Incorporated stock logo
TDG
TransDigm Group
$136,7570.0%990.0%Aerospace
FIDELITY WISE ORIGIN BITCOIN FUND
$127,9600.0%1,7500.0%ETF
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$122,274$53,747 78.4%7280.0%Consumer Staples
REDDIT INC CL A
$120,6350.0%1,1200.0%Stock
AbbVie Inc. stock logo
ABBV
AbbVie
$117,651$11,498 10.8%5730.0%Medical
Morgan Stanley stock logo
MS
Morgan Stanley
$116,108$95,008 450.3%1,0070.0%Finance
McDonald's Co. stock logo
MCD
McDonald's
$112,626$614 0.5%3670.0%Retail/Wholesale
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$107,525$13,212 -10.9%8220.0%Medical
JFrog Ltd. stock logo
FROG
JFrog
$104,9390.0%3,2790.0%Computer and Technology

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