Fin Dec Wealth Services, Inc. Portfolio Holdings

Fin Dec Wealth Services, Inc.

  • $158 Billion
  • Q2 2024

Fin Dec Wealth Services, Inc. has filed its 13F form on July 17, 2024 for Q2 2024 where it was disclosed a total value porftolio of $158 Billion distributed in 41 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Capital Group Core Plus Income with a value of $18.1B, Capital Group Divid Value ETF with a value of $13.3B, Dimensional ETF Tr with a value of $12.3B, Dimensional ETF Trust with a value of $9.18B, and Dimensional ETF Tr Core Fxd In with a value of $8.68B.

Examining the 13F form we can see an decrease of $657M in the current position value, from $159B to 158B.

Fin Dec Wealth Services, Inc. is based out at Stockton, CA

Below you can find more details about Fin Dec Wealth Services, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $158 Billion
ETFs: $127 Billion
Technology: $9.78 Billion
Communication Services: $2.08 Billion
Consumer Cyclical: $855 Million
Consumer Defensive: $774 Million
Financial Services: $472 Million
Healthcare: $424 Million
Real Estate: $210 Million
Other: $0

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$57.1B
$210 Million 0.13% of portfolio
729
Q4 2023 New

Summary

  • Portfolio
  • No. of Stocks 41
  • Current Value $158 Billion
  • Prior Value $159 Billion
  • Filing
  • Period Q2 2024
  • Filing Date July 17, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 2 stocks
  • Additional Purchases 12 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 23 stocks
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