Vernal Point Advisors, LLC Portfolio Holdings

Vernal Point Advisors, LLC

  • $129 Billion
  • Q3 2024

Vernal Point Advisors, LLC has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $129 Billion distributed in 20 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total World Stk Index with a value of $37.4B, Vanguard with a value of $34.5B, Vanguard Intermediate Term Tre with a value of $9.75B, Vanguard Total Stock Market Et with a value of $9.52B, and Ishares Core U.S. Aggregate Bo with a value of $7.11B.

Examining the 13F form we can see an decrease of $11.3B in the current position value, from $140B to 129B.

Vernal Point Advisors, LLC is based out at San Francisco, CA

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

Portfolio value $129 Billion
ETFs: $129 Billion
Consumer Cyclical: $565 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$37.4 Billion 28.91% of portfolio
312,161
Q3 2024 Reduced 25.77%
$0
$34.5 Billion 26.71% of portfolio
584,904
Q3 2024 Reduced 7.59%
$0
$9.75 Billion 7.55% of portfolio
161,392
Q3 2024 Reduced 2.93%
$0
$9.52 Billion 7.36% of portfolio
33,507
Q3 2024 Reduced 4.45%
$0
$7.11 Billion 5.5% of portfolio
70,163
Q3 2024 Reduced 0.14%
$0
$6.85 Billion 5.3% of portfolio
82,393
Q3 2024 Added 3.98%
$0
$5.1 Billion 3.94% of portfolio
9,628
Q1 2024 Added 76.92%
$0
$4.89 Billion 3.78% of portfolio
145,503
Q3 2024 Added 114.5%
$0
$2.73 Billion 2.11% of portfolio
42,167
Q3 2024 Reduced 2.58%
$0
$2.48 Billion 1.92% of portfolio
20,710
Q4 2023 New
$0
$1.82 Billion 1.41% of portfolio
19,000
Q4 2023 New
$0
$1.48 Billion 1.15% of portfolio
3,035
Q4 2023 New
$0
$1.36 Billion 1.05% of portfolio
13,805
Q4 2023 New
$0
$1.13 Billion 0.87% of portfolio
16,602
Q4 2023 New
$0
$1.07 Billion 0.83% of portfolio
1,860
Q4 2023 New
$52.8B
$565 Million 0.44% of portfolio
4,458
Q1 2024 New
$0
$417 Million 0.32% of portfolio
6,435
Q4 2023 New
$0
$404 Million 0.31% of portfolio
4,090
Q3 2024 Reduced 29.49%
$0
$259 Million 0.2% of portfolio
6,310
Q4 2023 New

Summary

  • Portfolio
  • No. of Stocks 20
  • Current Value $129 Billion
  • Prior Value $140 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 14, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 0 stocks
  • Additional Purchases 2 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 7 stocks
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