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Warm Springs Advisors Inc. Top Holdings and 13F Report (2025)

About Warm Springs Advisors Inc.

Investment Activity

  • Warm Springs Advisors Inc. has $107.80 million in total holdings as of December 31, 2024.
  • Warm Springs Advisors Inc. owns shares of 50 different stocks, but just 23 companies or ETFs make up 80% of its holdings.

Largest Holdings

NVIDIA
$15,097,553
Apple
$8,443,662
Microsoft
$5,849,156
Amazon.com
$5,769,079
Alphabet
$5,762,481

Sector Allocation

Map of 500 Largest Holdings ofWarm Springs Advisors Inc.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueShares Held% of PortfolioSector
NVIDIA Co. stock logo
NVDA
NVIDIA
$15,097,553112,42514.0%Computer and Technology
Apple Inc. stock logo
AAPL
Apple
$8,443,66233,7187.8%Computer and Technology
Microsoft Co. stock logo
MSFT
Microsoft
$5,849,15613,8775.4%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$5,769,07926,2965.4%Retail/Wholesale
Alphabet Inc. stock logo
GOOGL
Alphabet
$5,762,48130,4415.3%Computer and Technology
Broadcom Inc. stock logo
AVGO
Broadcom
$5,256,50822,6734.9%Computer and Technology
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$3,922,2346,6633.6%ETF
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$3,841,0434,1923.6%Retail/Wholesale
Invesco QQQ stock logo
QQQ
Invesco QQQ
$3,781,6707,3973.5%Finance
ASTERA LABS INC
$3,311,25025,0003.1%COM
Visa Inc. stock logo
V
Visa
$3,202,11710,1323.0%Business Services
SoFi Technologies, Inc. stock logo
SOFI
SoFi Technologies
$2,464,000160,0002.3%Finance
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$2,167,81817,9472.0%Computer and Technology
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$2,158,3499,0042.0%Finance
AbbVie Inc. stock logo
ABBV
AbbVie
$2,060,43211,5951.9%Medical
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$2,050,7473,9421.9%Medical
CrowdStrike Holdings, Inc. stock logo
CRWD
CrowdStrike
$1,878,8015,4911.7%Computer and Technology
DraftKings Inc. stock logo
DKNG
DraftKings
$1,860,00050,0001.7%Consumer Discretionary
ARM HOLDINGS PLC
$1,851,01715,0051.7%SPONSORED ADS
MongoDB, Inc. stock logo
MDB
MongoDB
$1,690,8997,2631.6%Computer and Technology
Adobe Inc. stock logo
ADBE
Adobe
$1,650,2073,7111.5%Computer and Technology
Cloudflare, Inc. stock logo
NET
Cloudflare
$1,636,52115,1981.5%Computer and Technology
The Home Depot, Inc. stock logo
HD
Home Depot
$1,590,0844,0881.5%Retail/Wholesale
Accenture plc stock logo
ACN
Accenture
$1,504,6064,2771.4%Computer and Technology
EverQuote, Inc. stock logo
EVER
EverQuote
$1,499,25075,0001.4%Finance
Energy Transfer LP stock logo
ET
Energy Transfer
$1,469,25075,0001.4%Oils/Energy
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$1,455,9353,2121.4%Finance
Zscaler, Inc. stock logo
ZS
Zscaler
$1,431,7347,9361.3%Computer and Technology
QUALCOMM Incorporated stock logo
QCOM
QUALCOMM
$1,109,1367,2201.0%Computer and Technology
Stryker Co. stock logo
SYK
Stryker
$1,107,1543,0751.0%Medical
SUPER MICRO COMPUTER INC
$1,063,26434,8841.0%COM NEW
Salesforce, Inc. stock logo
CRM
Salesforce
$994,6322,9750.9%Computer and Technology
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$990,6801,8980.9%Medical
GRAYSCALE ETHEREUM MINI TR E
$944,70030,0000.9%SHS NEW
BLACKROCK INC
$745,2557270.7%COM
Bank of America Co. stock logo
BAC
Bank of America
$670,89715,2650.6%Finance
Boston Scientific Co. stock logo
BSX
Boston Scientific
$651,6797,2960.6%Medical
Mastercard Incorporated stock logo
MA
Mastercard
$583,9661,1090.5%Business Services
Chevron Co. stock logo
CVX
Chevron
$535,7633,6990.5%Oils/Energy
Meta Platforms, Inc. stock logo
META
Meta Platforms
$438,5477490.4%Computer and Technology
Danaher Co. stock logo
DHR
Danaher
$437,9811,9080.4%Medical
iShares U.S. Technology ETF stock logo
IYW
iShares U.S. Technology ETF
$429,9662,6950.4%Manufacturing
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$379,3163,7360.4%ETF
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$376,4323,7840.3%Medical
Zoetis Inc. stock logo
ZTS
Zoetis
$311,0331,9090.3%Medical
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$291,8791,7410.3%Consumer Staples
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$287,6921,7690.3%Computer and Technology
Duke Energy Co. stock logo
DUK
Duke Energy
$280,6632,6050.3%Utilities
Iron Mountain Incorporated stock logo
IRM
Iron Mountain
$270,5532,5740.3%Business Services
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$243,3194810.2%Medical

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data