Nearly 66% of Warren Buffett's Portfolio Is Invested in These 5 Stocks as 2025 Begins

Motley Fool01-06

Buffett's biggest holdings include familiar names such as Apple and American Express. The top five ranking as 2025 begins has changed a little since one year ago. Two of Buffett's top ...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2501288382?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2025-01-06 16:05","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2501288382","market":"fut","top_or_hot":-1,"title":"Nearly 66% of Warren Buffett's Portfolio Is Invested in These 5 Stocks as 2025 Begins","media":"Motley Fool","content":"<div>\n<p>Buffett's biggest holdings include familiar names such as Apple and American Express.\n\n\n\n\n\n\n\nThe top five ranking as 2025 begins has changed a little since one year ago.\n\n\n\n\n\n\n\nTwo of Buffett's top ...</p>\n\n<a href=\"https://www.fool.com/investing/2025/01/06/warren-buffett-portfolio-invested-stocks-2025/\">Source Link</a>\n\n</div>\n","source":"fool_stock","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nearly 66% of Warren Buffett's Portfolio Is Invested in These 5 Stocks as 2025 Begins</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNearly 66% of Warren Buffett's Portfolio Is Invested in These 5 Stocks as 2025 Begins\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-01-06 16:05 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2025/01/06/warren-buffett-portfolio-invested-stocks-2025/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Buffett's biggest holdings include familiar names such as Apple and American Express.\n\n\n\n\n\n\n\nThe top five ranking as 2025 begins has changed a little since one year ago.\n\n\n\n\n\n\n\nTwo of Buffett's top ...</p>\n\n<a href=\"https://www.fool.com/investing/2025/01/06/warren-buffett-portfolio-invested-stocks-2025/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"AXP","symbol_name":"美国运通","start_time":0,"source_url":"https://www.fool.com/investing/2025/01/06/warren-buffett-portfolio-invested-stocks-2025/","article_id":"2501288382","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2501288382","pubTimestamp":1736150700,"columns":[],"sourceInfo":{"source_id":"fool_stock","name":"Motley Fool"},"weMediaInfo":null,"summary":"Buffett's biggest holdings include familiar names such as Apple and American Express.The top five ranking as 2025 begins has changed a little since one year ago.Two of Buffett's top stocks especially stand out as good picks right now.","collect":0,"end_time":0,"defaultTopTitle":"fool.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"AXP":"美国运通","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","BK4176":"多领域控股","LU0683600562.USD":"AB SELECT US EQUITY \"A\" (USD) ACC","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","LU0868494617.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) ACC","LU0787776722.HKD":"AB SELECT US EQUITY PORTFOLIO \"A\" (HKD) ACC","LU1699723380.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"AP\" (USD) ACC","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","SGXZ31699556.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"C\" (SGDHDG) ACC","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","LU2242649171.HKD":"FIDELITY FUNDS GLOBAL THEMATIC OPPORTUNITIES \"A\" (HKD) ACC","LU2506952097.USD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"CRH\" (USDHDG) ACC","LU2133065610.SGD":"JPMorgan Investment Funds - Global Dividend A (mth) SGD","LU1366333091.USD":"FIDELITY GLOBAL FOCUS \"A\" (USD) ACC","LU2452424414.USD":"BGF ESG MULTI-ASSET \"A10\" (USDHDG) INC","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","IE00B4JS1V06.HKD":"JANUS HENDERSON BALANCED \"A2\" (HKD) ACC","BK4575":"芯片概念","LU2458330169.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A\" (SGD) ACC","LU0109391861.USD":"富兰克林美国机遇基金A Acc","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","LU1506573853.SGD":"MANULIFE GF GLOBAL EQUITY \"AA\" (SGD) INC","LU0256863902.USD":"ALLIANZ US EQUITY \"AT\" (USD) ACC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU2237443382.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA USD","LU1127390331.HKD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"A\" (HKD) ACC","LU1670710588.SGD":"M&G (LUX) GLOBAL DIVIDEND \"A\" (SGD) ACC","LU0823421333.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) ACC","MACW.SI":"APPLE 3xLongSG261006","LU1162221912.USD":"FRANKLIN INCOME \"A\" (USD) ACC","AAPL":"苹果","SG9999014542.SGD":"United Income Focus Trust Acc SGD","BRK.B":"伯克希尔B","BK4505":"高瓴资本持仓","LU2023250843.SGD":"Allianz Thematica Cl AT Acc H2-SGD","AR":"Antero Resources Corp","BRK.A":"伯克希尔","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0314104364.USD":"MANULIFE GF AMERICAN GROWTH \"AA\" (USD) INC","LU0310799852.SGD":"FTIF - Templeton Global Equity Income A MDIS SGD","LU2237957902.USD":"NIKKO AM GLOBAL EQUITY \"F\" (USD) ACC","LU1582986433.USD":"M&G (LUX) INCOME ALLOCATION \"A-H\" (USDHDG) INC","LU2279689827.SGD":"JPMorgan Investment Funds - Global Income Sustainable A (mth) SGD-H","KO":"可口可乐","IE000W1ABFV2.USD":"PIMCO BALANCED INCOME AND GROWTH \"R\" (USD) INC","LU1582987597.SGD":"M&G (LUX) INCOME ALLOCATION \"A-H\" (SGDHDG) INC"},"translate_title":"2025年伊始，沃伦·巴菲特近66%的投资组合投资于这5只股票","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AR":1,"BRK.B":1,"AXP":0.9,"AAPL":0.9,"BRK.A":0.9,"KO":0.9,"MACW.SI":0.6},"content_text":"Buffett's biggest holdings include familiar names such as Apple and American Express.\n\n\n\n\n\n\n\nThe top five ranking as 2025 begins has changed a little since one year ago.\n\n\n\n\n\n\n\nTwo of Buffett's top stocks especially stand out as good picks right now.\n\nDiversification ranks among the most important components of many investment strategies. However, one of the world's greatest investors isn't gung ho about the idea. Warren Buffett once said, \"Diversification is protection against ignorance. It makes little sense if you know what you are doing.\"With Berkshire Hathaway delivering an average annual return of around 19.8% over almost six decades, Buffett clearly knows what he's doing. Unsurprisingly, he hasn't diversified Berkshire's holdings as much as most investors would. Nearly 66% of Buffett's portfolio is invested in these five stocks as 2025 begins. 1. AppleApple (AAPL -0.20%) has ranked as the largest holding in Buffett's Berkshire Hathaway portfolio for several years. The iPhone maker is still at the top early in the new year. Berkshire owns 300 million shares of Apple worth around $73.2 billion, representing 24.8% of its total holdings. However, Apple doesn't dominate Berkshire's portfolio like it once did. Buffett began reducing his stake in the company in the fourth quarter of 2023 and accelerated the selling in 2024. His decision came at a cost, though, with Apple stock soaring while he slashed Berkshire's position in the consumer tech giant.2. American ExpressBuffett's second-largest holding is American Express (AXP 1.80%). Berkshire owns over 151.6 million shares of the financial services stock worth roughly $45.2 billion -- 15.3% of the conglomerate's total portfolio. In his annual letters to Berkshire Hathaway shareholders in 2023 and 2024, Buffett listed American Express among a handful of stocks he expected to own \"indefinitely.\" Berkshire has owned AmEx for several decades. Buffett even noted in his shareholder letter last year that the company's share of American Express' earnings in 2023 was significantly greater than its initial investment of $1.3 billion. That's a great example of the benefit of buying and holding the stocks of exceptional businesses. 3. Bank of AmericaBank of America (BAC 1.17%) ranks as Berkshire's third-largest position. Buffett's company owns around 766.3 million shares of BofA worth $33.9 billion, comprising 11.5% of Berkshire's portfolio. It wasn't long ago when Bank of America lagged behind only Apple as Berkshire's No. 2 holding. However, Buffett began regularly selling shares of the big bank in July 2024. 4. The Coca-Cola CompanyBerkshire owns 400 million shares of The Coca-Cola Company (KO -0.15%) worth in the ballpark of $24.7 billion. This stake makes up 8.4% of the conglomerate's portfolio, enough to land Coca-Cola in fourth place among Buffett's top holdings. Like American Express, Coca-Cola was one of the stocks Buffett highlighted in his latest two letters to Berkshire Hathaway shareholders. It's also Buffett's longest-held position. As he wrote to Berkshire shareholders last year, \"When you find a truly wonderful business, stick with it.\" 5. ChevronChevron (CVX 0.78%) comes in at No. 5 on the list of Buffett's largest positions. Berkshire owns over 118.6 million shares of the huge oil and gas company worth around $17.4 million with its stake in Chevron accounting for 5.9% of the total portfolio. Buffett first initiated a position in Chevron in late 2020. Since then he has flipped between selling and buying shares of the energy giant. The legendary investor most recently sold shares of Chevron in the second quarter of 2024. Best pick of the bunch?Which of these top Buffett stocks is the best pick? I think all of them should deliver positive long-term returns, especially with dividends included. However, two of them especially stand out, in my opinion.No one knows for sure how any stock will perform over the next 12 months. My hunch, though, is that Bank of America could be the biggest star in this group. The stock is valued attractively with a forward price-to-earnings multiple below 12. The chances of deregulation being implemented by the Trump administration that helps the financial services sector appear to be pretty good.If we look out over the next decade and beyond, I think Apple could generate the greatest gains. I fully expect artificial intelligence (AI) and augmented reality (AR) to provide significant tailwinds for the company in the future. Buffett's biggest holding seems likely to be one of his biggest long-term winners.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.30.0","shortVersion":"4.30.0","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2501288382"}