Financial & Tax Architects, LLC Portfolio Holdings

Financial & Tax Architects, LLC

  • $389 Billion
  • Q3 2024

Financial & Tax Architects, LLC has filed its 13F form on November 13, 2024 for Q3 2024 where it was disclosed a total value porftolio of $389 Billion distributed in 95 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $21.5B, Spdr Bloomberg 1 3 Month T Bil with a value of $20.7B, Ishares Tr Msci Eafe ETF with a value of $19.3B, Ishares Barclays with a value of $18.5B, and Ishares Core U.S. Reit ETF with a value of $18B.

Examining the 13F form we can see an increase of $16B in the current position value, from $373B to 389B.

Financial & Tax Architects, LLC is based out at St Louis, MO

Below you can find more details about Financial & Tax Architects, LLC portfolio as well as his latest detailed transactions.

Portfolio value $389 Billion
ETFs: $231 Billion
Consumer Defensive: $35.3 Billion
Healthcare: $27.9 Billion
Technology: $20.6 Billion
Industrials: $20 Billion
Consumer Cyclical: $16.4 Billion
Energy: $11.9 Billion
Financial Services: $7.77 Billion
Other: $17.9 Billion

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 95
  • Current Value $389 Billion
  • Prior Value $373 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 13, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 16 stocks
  • Additional Purchases 24 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 52 stocks
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