Keating Wealth Management LLC Portfolio Holdings

Keating Wealth Management LLC

  • $167 Billion
  • Q1 2024

Keating Wealth Management LLC has filed its 13F form on April 18, 2024 for Q1 2024 where it was disclosed a total value porftolio of $167 Billion distributed in 45 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $87.4B, Vanguard Star Fd Vanguard Tota with a value of $14.4B, Jp Morgan ETF Tr Ultra Short I with a value of $9.55B, Kilroy Realty Corp with a value of $6.36B, and Dimensional ETF Tr with a value of $5.62B.

Examining the 13F form we can see an increase of $21.5B in the current position value, from $145B to 167B.

Keating Wealth Management LLC is based out at Greenwood Village, CO

Below you can find more details about Keating Wealth Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $167 Billion
ETFs: $139 Billion
Real Estate: $6.36 Billion
Technology: $4.63 Billion
Communication Services: $2.77 Billion
Energy: $2.56 Billion
Consumer Defensive: $1.79 Billion
Consumer Cyclical: $1.72 Billion
Industrials: $1.22 Billion
Other: $1.22 Billion

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 45
  • Current Value $167 Billion
  • Prior Value $145 Billion
  • Filing
  • Period Q1 2024
  • Filing Date April 18, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 3 stocks
  • Additional Purchases 12 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 5 stocks
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