Ruedi Wealth Management, Inc. Portfolio Holdings

Ruedi Wealth Management, Inc.

  • $291 Billion
  • Q3 2024

Ruedi Wealth Management, Inc. has filed its 13F form on October 22, 2024 for Q3 2024 where it was disclosed a total value porftolio of $291 Billion distributed in 344 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $73.9B, Dimensional ETF Tr Short Durat with a value of $28.5B, Dimensional ETF Trust with a value of $26.4B, Dimensional ETF Tr U S Equity with a value of $17B, and Dimensional ETF Tr Us Marketwi with a value of $15.5B.

Examining the 13F form we can see an increase of $37.4B in the current position value, from $254B to 291B.

Ruedi Wealth Management, Inc. is based out at Champaign, IL

Below you can find more details about Ruedi Wealth Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $291 Billion
ETFs: $220 Billion
Technology: $6.3 Billion
Consumer Cyclical: $1.31 Billion
Financial Services: $1.23 Billion
Communication Services: $941 Million
Industrials: $909 Million
Consumer Defensive: $865 Million
Energy: $773 Million
Other: $887 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$73.9 Billion 25.36% of portfolio
2,154,170
Q3 2024 Reduced 3.0%
$0
$28.5 Billion 9.78% of portfolio
597,050
Q3 2024 Added 63.08%
$0
$17 Billion 5.85% of portfolio
274,074
Q3 2024 Added 0.99%
$0
$15.5 Billion 5.32% of portfolio
371,893
Q3 2024 Reduced 6.85%
$0
$13 Billion 4.48% of portfolio
234,501
Q3 2024 Added 0.83%
$0
$12.4 Billion 4.25% of portfolio
457,975
Q3 2024 Reduced 2.24%
$0
$12.1 Billion 4.14% of portfolio
316,813
Q3 2024 Added 2.9%
$0
$10.5 Billion 3.59% of portfolio
242,003
Q3 2024 Reduced 15.9%
$0
$9.92 Billion 3.41% of portfolio
352,635
Q3 2024 Added 9.21%
$0
$7.57 Billion 2.6% of portfolio
116,676
Q3 2024 Added 2.48%
$0
$7.13 Billion 2.45% of portfolio
253,362
Q3 2024 Added 10.41%
$0
$4.62 Billion 1.58% of portfolio
91,797
Q3 2024 Reduced 7.26%
$0
$4.43 Billion 1.52% of portfolio
172,811
Q3 2024 Reduced 6.71%
$0
$3.35 Billion 1.15% of portfolio
115,198
Q3 2024 Added 8.97%
$0
$1.85 Billion 0.64% of portfolio
69,015
Q3 2024 Added 14.24%
$0
$1.57 Billion 0.54% of portfolio
16,511
Q3 2024 Reduced 29.36%
$0
$869 Million 0.3% of portfolio
11,564
Q3 2024 Added 1.51%
$0
$827 Million 0.28% of portfolio
8,488
Q3 2024 Reduced 11.3%
$0
$792 Million 0.27% of portfolio
13,411
Q3 2024 Reduced 2.75%
$0
$548 Million 0.19% of portfolio
6,960
Q3 2024 Reduced 1.88%
$0
$531 Million 0.18% of portfolio
10,940
Q2 2024 New
$0
$457 Million 0.16% of portfolio
14,379
Q3 2024 Reduced 7.18%
$0
$448 Million 0.15% of portfolio
16,353
Q3 2024 Reduced 2.04%
$0
$439 Million 0.15% of portfolio
14,266
Q3 2024 Added 1.46%
$0
$411 Million 0.14% of portfolio
7,775
Q3 2024 Added 1.66%
$0
$398 Million 0.14% of portfolio
816
Q3 2024 Added 0.12%
$0
$386 Million 0.13% of portfolio
9,727
Q3 2024 Added 0.02%
$0
$344 Million 0.12% of portfolio
5,332
Q3 2024 Added 0.24%
$0
$305 Million 0.1% of portfolio
1,076
Q3 2024 Added 0.19%
$0
$292 Million 0.1% of portfolio
3,046
Q3 2024 Added 0.66%
$0
$271 Million 0.09% of portfolio
5,672
Q3 2024 Reduced 1.53%
$0
$228 Million 0.08% of portfolio
3,470
Q2 2024 Reduced 3.13%
$0
$132 Million 0.05% of portfolio
1,104
Q3 2024 Added 0.82%
$0
$159 Million 0.05% of portfolio
2,947
Q2 2023 New
$0
$111 Million 0.04% of portfolio
490
Q2 2023 Reduced 23.79%
$0
$101 Million 0.03% of portfolio
588
Q2 2023 Reduced 1.18%
$0
$61.6 Million 0.02% of portfolio
643
Q4 2023 Added 1,361.36%
$0
$55.8 Million 0.02% of portfolio
320
Q3 2024 Reduced 0.31%
$0
$52.2 Million 0.02% of portfolio
929
Q4 2022 New
$0
$35.5 Million 0.01% of portfolio
351
Q3 2024 Added 0.29%
$0
$26.2 Million 0.01% of portfolio
46
Q1 2024 New
$0
$38.3 Million 0.01% of portfolio
455
Q2 2024 Added 309.91%
$0
$28.7 Million 0.01% of portfolio
426
Q3 2024 Added 7.85%
$0
$15.8 Million 0.01% of portfolio
172
Q4 2023 New
$0
$17.7 Million 0.01% of portfolio
90
Q4 2023 New
$0
$28.1 Million 0.01% of portfolio
259
Q3 2024 Reduced 1.52%
$0
$21.3 Million 0.01% of portfolio
371
Q4 2023 New
$0
$30.8 Million 0.01% of portfolio
286
Q4 2023 New
$0
$15.8 Million 0.01% of portfolio
602
Q1 2023 New

Summary

  • Portfolio
  • No. of Stocks 344
  • Current Value $291 Billion
  • Prior Value $254 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 22, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 6 stocks
  • Additional Purchases 40 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 200 stocks
Track This Portfolio

Track Ruedi Wealth Management, Inc. Portfolio

Follow Ruedi Wealth Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ruedi Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Ruedi Wealth Management, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email