Fin Dec Wealth Services, Inc. Portfolio Holdings

Fin Dec Wealth Services, Inc.

  • $172 Billion
  • Q3 2024

Fin Dec Wealth Services, Inc. has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $172 Billion distributed in 42 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 $20B, Capital Group Divid Value ETF with a value of $15B, Dimensional ETF Tr with a value of $13.1B, Dimensional ETF Trust with a value of $9.92B, and Dimensional ETF Tr Core Fxd In with a value of $9.49B.

Examining the 13F form we can see an increase of $13.8B in the current position value, from $158B to 172B.

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 $172 Billion
ETFs: $139 Billion
Technology: $9.93 Billion
Communication Services: $2.37 Billion
Consumer Cyclical: $921 Million
Consumer Defensive: $798 Million
Financial Services: $531 Million
Healthcare: $430 Million
Real Estate: $265 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
$59B
$265 Million 0.15% of portfolio
729
Q4 2023 New

Summary

  • Portfolio
  • No. of Stocks 42
  • Current Value $172 Billion
  • Prior Value $158 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 14, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 1 stocks
  • Additional Purchases 29 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 8 stocks
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