NEOS Investment Management LLC Q1 2025 Filing

Filed May 15, 2025

Portfolio Value

$5.3T

Holdings

597

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (597 positions)

#StockSharesValue% PortfolioType
1
AAPLAPPLE INC
1,580,045$351.0B6.66%
2
MSFTMICROSOFT CORP
783,453$294.1B5.58%
3
NVDANVIDIA CORPORATION
2,585,852$280.3B5.32%
4
AMZNAMAZON COM INC
1,034,678$196.9B3.73%
5
VTWOVANGUARD SCOTTSDALE FDS
1,967,775$158.7B3.01%
6
METAMETA PLATFORMS INC
229,502$132.3B2.51%
7
AVGOBROADCOM INC
606,756$101.6B1.93%
8
GOOGLALPHABET INC
624,206$96.5B1.83%
9
TSLATESLA INC
327,818$85.0B1.61%
10
GOOGALPHABET INC
533,730$83.4B1.58%
11
COSTCOSTCO WHSL CORP NEW
72,165$68.3B1.29%
12
NFLXNETFLIX INC
69,445$64.8B1.23%
13
BRK/BBERKSHIRE HATHAWAY INC DEL
118,574$63.2B1.20%
14
LLYELI LILLY & CO
65,545$54.1B1.03%
15
LINLINDE PLC
101,738$47.4B0.90%
16
JPMJPMORGAN CHASE & CO.
188,429$46.2B0.88%
17
BNDVANGUARD BD INDEX FDS
559,714$41.0B0.78%
18
AGGISHARES TR
415,175$40.9B0.78%
19
VVISA INC
116,656$40.9B0.78%
20
CSCOCISCO SYS INC
655,553$40.5B0.77%
21
TMUST-MOBILE US INC
149,079$39.8B0.75%
22
SPHYSPDR SER TR
1,531,068$35.6B0.68%
23
HYLBDBX ETF TR
978,290$35.2B0.67%
24
USHYISHARES TR
961,003$35.2B0.67%
25
UNHUNITEDHEALTH GROUP INC
66,616$34.9B0.66%
26
XOMEXXON MOBIL CORP
289,130$34.4B0.65%
27
PEPPEPSICO INC
220,815$33.1B0.63%
28
AMGNAMGEN INC
100,745$31.4B0.60%
29
HODLVANECK BITCOIN ETF
1,321,010$30.8B0.58%
30
MAMASTERCARD INCORPORATED
56,070$30.7B0.58%
31
ISRGINTUITIVE SURGICAL INC
61,455$30.4B0.58%
32
INTUINTUIT
49,479$30.4B0.58%
33
PLTRPALANTIR TECHNOLOGIES INC
353,225$29.8B0.57%
34
GILDGILEAD SCIENCES INC
261,330$29.3B0.56%
35
ADBEADOBE INC
75,889$29.1B0.55%
36
QCOMQUALCOMM INC
189,329$29.1B0.55%
37
TXNTEXAS INSTRS INC
157,323$28.3B0.54%
38
ABBVABBVIE INC
131,921$27.6B0.52%
39
JNJJOHNSON & JOHNSON
165,279$27.4B0.52%
40
PGPROCTER AND GAMBLE CO
159,967$27.3B0.52%
41
AMDADVANCED MICRO DEVICES INC
259,224$26.6B0.51%
42
WMTWALMART INC
288,494$25.3B0.48%
43
HONHONEYWELL INTL INC
119,390$25.3B0.48%
44
VRTXVERTEX PHARMACEUTICALS INC
51,322$24.9B0.47%
45
HDHOME DEPOT INC
66,534$24.4B0.46%
46
CMCSACOMCAST CORP NEW
629,338$23.2B0.44%
47
AMATAPPLIED MATLS INC
146,021$21.2B0.40%
48
ADPAUTOMATIC DATA PROCESSING IN
66,973$20.5B0.39%
49
SBUXSTARBUCKS CORP
202,604$19.9B0.38%
50
CVXCHEVRON CORP NEW
116,416$19.5B0.37%
51
BACBANK AMERICA CORP
460,743$19.2B0.36%
52
KOCOCA COLA CO
260,656$18.7B0.35%
53
MRKMERCK & CO INC
204,525$18.4B0.35%
54
ADIANALOG DEVICES INC
90,623$18.3B0.35%
55
ETNEATON CORP PLC
66,677$18.1B0.34%
56
PANWPALO ALTO NETWORKS INC
105,234$18.0B0.34%
57
GEGE AEROSPACE
87,004$17.4B0.33%
58
FASTFASTENAL CO
223,951$17.4B0.33%
59
ABTABBOTT LABS
130,658$17.3B0.33%
60
INTCINTEL CORP
761,633$17.3B0.33%
61
BKNGBOOKING HOLDINGS INC
3,680$17.0B0.32%
62
CRMSALESFORCE INC
61,860$16.6B0.31%
63
CATCATERPILLAR INC
50,101$16.5B0.31%
64
MUMICRON TECHNOLOGY INC
189,736$16.5B0.31%
65
TMOTHERMO FISHER SCIENTIFIC INC
33,090$16.5B0.31%
66
MDLZMONDELEZ INTL INC
240,840$16.3B0.31%
67
MCDMCDONALDS CORP
52,044$16.3B0.31%
68
4I1PHILIP MORRIS INTL INC
102,359$16.2B0.31%
69
WFCWELLS FARGO CO NEW
226,001$16.2B0.31%
70
LRCXLAM RESEARCH CORP
208,525$15.2B0.29%
71
IBMINTERNATIONAL BUSINESS MACHS
59,369$14.8B0.28%
72
ORCLORACLE CORP
105,156$14.7B0.28%
73
KLACKLA CORP
21,586$14.7B0.28%
74
NEENEXTERA ENERGY INC
206,036$14.6B0.28%
75
ACNACCENTURE PLC IRELAND
45,477$14.2B0.27%
76
BMYBRISTOL-MYERS SQUIBB CO
228,404$13.9B0.26%
77
CITCINTAS CORP
65,348$13.4B0.25%
78
TAT&T INC
473,998$13.4B0.25%
79
REGNREGENERON PHARMACEUTICALS
20,886$13.2B0.25%
80
PHPARKER-HANNIFIN CORP
21,683$13.2B0.25%
81
AEPAMERICAN ELEC PWR CO INC
119,117$13.0B0.25%
82
BSXBOSTON SCIENTIFIC CORP
126,886$12.8B0.24%
83
ROKROCKWELL AUTOMATION INC
48,967$12.7B0.24%
84
SPGIS&P GLOBAL INC
24,717$12.6B0.24%
85
BACVERIZON COMMUNICATIONS INC
276,808$12.6B0.24%
86
CRWDCROWDSTRIKE HLDGS INC
35,536$12.5B0.24%
87
FTNTFORTINET INC
128,566$12.4B0.23%
88
PYPLPAYPAL HLDGS INC
188,925$12.3B0.23%
89
PGRPROGRESSIVE CORP
43,481$12.3B0.23%
90
CDNSCADENCE DESIGN SYSTEM INC
46,593$11.8B0.22%
91
RTXRTX CORPORATION
88,550$11.7B0.22%
92
DISDISNEY WALT CO
118,357$11.7B0.22%
93
UBERUBER TECHNOLOGIES INC
153,673$11.2B0.21%
94
MDTMEDTRONIC PLC
124,451$11.2B0.21%
95
CPRTCOPART INC
194,780$11.0B0.21%
96
PFEPFIZER INC
433,930$11.0B0.21%
97
GSGOLDMAN SACHS GROUP INC
20,043$10.9B0.21%
98
AITAPPLIED INDL TECHNOLOGIES IN
48,329$10.9B0.21%
99
TKRTIMKEN CO
149,531$10.7B0.20%
100
UNPUNION PAC CORP
45,233$10.7B0.20%
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