Vernal Point Advisors, LLC Portfolio Holdings

Vernal Point Advisors, LLC

  • $140 Billion
  • Q2 2024

Vernal Point Advisors, LLC has filed its 13F form on August 14, 2024 for Q2 2024 where it was disclosed a total value porftolio of $140 Billion distributed in 26 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 $47.4B, Vanguard with a value of $36.7B, Vanguard Intermediate Term Tre with a value of $9.68B, Vanguard Total Stock Market Et with a value of $9.41B, and Ishares Core U.S. Aggregate Bo with a value of $6.82B.

Examining the 13F form we can see an increase of $23.5B in the current position value, from $117B to 140B.

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 $140 Billion
ETFs: $136 Billion
Energy: $2.14 Billion
Technology: $941 Million
Consumer Cyclical: $676 Million
Utilities: $322 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$47.4 Billion 33.71% of portfolio
420,517
Q2 2024 Added 91.68%
$0
$36.7 Billion 26.13% of portfolio
632,937
Q2 2024 Reduced 0.07%
$0
$9.68 Billion 6.89% of portfolio
166,262
Q2 2024 Added 5.47%
$0
$9.41 Billion 6.7% of portfolio
35,067
Q2 2024 Reduced 0.03%
$0
$6.82 Billion 4.85% of portfolio
70,263
Q1 2024 Added 8.62%
$0
$6.47 Billion 4.61% of portfolio
79,243
Q2 2024 Added 23.13%
$0
$4.83 Billion 3.44% of portfolio
9,628
Q1 2024 Added 76.92%
$0
$2.61 Billion 1.86% of portfolio
43,282
Q1 2024 Added 2.38%
$0
$2.39 Billion 1.7% of portfolio
20,710
Q4 2023 New
$0
$2.07 Billion 1.47% of portfolio
67,833
Q2 2024 Added 97.32%
$0
$1.74 Billion 1.24% of portfolio
19,000
Q4 2023 New
$0
$1.46 Billion 1.04% of portfolio
3,035
Q4 2023 New
$0
$1.17 Billion 0.83% of portfolio
13,805
Q4 2023 New
$0
$1.07 Billion 0.76% of portfolio
16,602
Q4 2023 New
$0
$1.02 Billion 0.72% of portfolio
1,860
Q4 2023 New
$6.12B
$941 Million 0.67% of portfolio
66,752
Q1 2024 New
$53B
$676 Million 0.48% of portfolio
4,458
Q1 2024 New
$52.8B
$644 Million 0.46% of portfolio
39,733
Q1 2024 New
$0
$538 Million 0.38% of portfolio
5,801
Q4 2023 New
$0
$427 Million 0.3% of portfolio
3,867
Q2 2024 Reduced 12.35%
$43.7B
$413 Million 0.29% of portfolio
3,208
Q1 2024 New
$0
$391 Million 0.28% of portfolio
6,435
Q4 2023 New
$48.3B
$326 Million 0.23% of portfolio
4,002
Q1 2024 New
$146B
$322 Million 0.23% of portfolio
4,548
Q1 2024 New
$0
$245 Million 0.17% of portfolio
6,310
Q4 2023 New

Summary

  • Portfolio
  • No. of Stocks 26
  • Current Value $140 Billion
  • Prior Value $117 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 14, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 0 stocks
  • Additional Purchases 4 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 3 stocks
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