Great Point Wealth Advisors, LLC Portfolio Holdings

Great Point Wealth Advisors, LLC

  • $450 Million
  • Q4 2024

Great Point Wealth Advisors, LLC has filed its 13F form on January 24, 2025 for Q4 2024 where it was disclosed a total value porftolio of $450 Million distributed in 57 stocks.

Among their holdings, we can observe that their the top five positions include companies like: American Centy ETF Tr Avantis with a value of $110M, Dimensional ETF Tr with a value of $38.6M, Jp Morgan ETF Tr Ultra Short I with a value of $29.6M, Dimensional ETF Tr with a value of $27.3M, and Bright Horizons Family Solutions Inc. with a value of $22.3M.

Examining the 13F form we can see an decrease of $9.42M in the current position value, from $459M to 450M.

Great Point Wealth Advisors, LLC is based out at Boston, MA

Below you can find more details about Great Point Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $450 Million
ETFs: $407 Million
Consumer Cyclical: $25.7 Million
Technology: $11.1 Million
Communication Services: $2.73 Million
Financial Services: $1.39 Million
Industrials: $1.23 Million
Real Estate: $472,000
Healthcare: $273,000
Other: $0

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 57
  • Current Value $450 Million
  • Prior Value $459 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 24, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 2 stocks
  • Additional Purchases 18 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 26 stocks
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