Wp Wealth LLP Portfolio Holdings

Wp Wealth LLP

  • $482 Billion
  • Q3 2024

Wp Wealth LLP has filed its 13F form on November 13, 2024 for Q3 2024 where it was disclosed a total value porftolio of $482 Billion distributed in 88 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr Core Fxd In with a value of $115B, Dimensional ETF Tr Dimensional with a value of $64.3B, Dimensional ETF Tr Short Durat with a value of $47.1B, Dimensional ETF Tr with a value of $46.3B, and Dimensional ETF Trust with a value of $44.4B.

Examining the 13F form we can see an increase of $68.2B in the current position value, from $414B to 482B.

Wp Wealth LLP is based out at Fort Worth, TX

Below you can find more details about Wp Wealth LLP portfolio as well as his latest detailed transactions.

Portfolio value $482 Billion
ETFs: $378 Billion
Technology: $10 Billion
Financial Services: $4.55 Billion
Energy: $2.45 Billion
Communication Services: $1.38 Billion
Industrials: $1.34 Billion
Consumer Cyclical: $1.13 Billion
Consumer Defensive: $409 Million
Other: $596 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 88
  • Current Value $482 Billion
  • Prior Value $414 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 13, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 22 stocks
  • Additional Purchases 35 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 18 stocks
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