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The Mormon Church Has A $44 Billion Stock Portfolio, With The Following 10 Stocks As Its Top Holdings‍

February 14, 2023
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Its investment portfolio comprises $44.4 billion in stocks, which form part of its $100 billion investment portfolio.

The Securities and Exchange Commission is investigating Ensign Peak Advisors for potential disclosure violations, according to the Trade Algo last week.

Until a former employee of the Mormon Church filed a whistleblower complaint in 2019, the fund's investment portfolio wasn't made public. She claimed the fund didn't engage in any charitable activities, so should not be exempt from taxes.

Officials from the church denied these allegations, and the church has told the SEC that it is currently complying with its disclosure investigation. 

This week Ensign Peak Advisors filed a 13F with the Securities and Exchange Commission revealing the top ten stocks it owns as of the fourth quarter.

10. Walmart 

Shares Change: +97,632 (+2%) among WMT Ticker: $584.9 million Market Value: $584.9 million

9. JPMorgan

Shares Changed: 98,967 (-1%) JPM Ticker: $670.9 million $670.9 million Market Value: $670.9 million

8. Mastercard

A share price change of 40,966 (+2%) was recorded in MA. The market value of the company is $683.9 million.

7. Amazon

Amount of shares traded: 199,092 (-2%) Market value: $746.5 million The number of shares changed: 199,092 (-2%)

6. Johnson & Johnson

A share change of 206,882 (-4%) has occurred on JNJ. Market value is $801.1 million.

5. Exxon Mobil

The XOM ticker symbol corresponds to the market cap of $863.3 million, a change of 119,949 shares (+1%).

4. Alphabet

The market value of Google is $931.7 million. Shares changed by +194,725 (+1%) since the end of the last quarter.

3. UnitedHealth Group 

UnitedHealthGroup (UNH): Ticker: $1.04 billionMarket Value: 72,704 (+3%) Shares Change: 72,704 (+3%)

2. Microsoft

There have been 146,070 (-1%) changes in shares of MSFT. The market value is $1.96 billion.

1. Apple

AAPL Ticker: $2.03 billionMarket Value: -1,289 shares (0%) Change in Shares: -1,289

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Bryan Curtis
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