Shira Ridge Wealth Management Portfolio Holdings

Shira Ridge Wealth Management

  • $196 Billion
  • Q3 2024

Shira Ridge Wealth Management has filed its 13F form on October 10, 2024 for Q3 2024 where it was disclosed a total value porftolio of $196 Billion distributed in 81 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr Msci Usa Esg Select with a value of $31.6B, Dimensional ETF Tr with a value of $20.9B, Ishares Global Information Tec with a value of $16B, Legg Mason ETF Invt Tr with a value of $9.42B, and Ishares Trust Ishares Esg Awar with a value of $9.21B.

Examining the 13F form we can see an increase of $16.6B in the current position value, from $179B to 196B.

Shira Ridge Wealth Management is based out at Larkspur, CA

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

Portfolio value $196 Billion
ETFs: $167 Billion
Technology: $11.3 Billion
Communication Services: $5.36 Billion
Financial Services: $2.23 Billion
Consumer Cyclical: $1.95 Billion
Real Estate: $1.61 Billion
Consumer Defensive: $1.6 Billion
Industrials: $811 Million
Other: $244 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$31.6 Billion 16.1% of portfolio
262,229
Q3 2024 Reduced 3.91%
$0
$20.9 Billion 10.64% of portfolio
525,917
Q3 2024 Reduced 1.12%
$0
$16 Billion 8.15% of portfolio
193,750
Q3 2024 Added 1.35%
$0
$9.42 Billion 4.8% of portfolio
186,983
Q3 2024 Reduced 0.93%
$0
$9.21 Billion 4.7% of portfolio
109,457
Q3 2024 Added 3.24%
$0
$7.97 Billion 4.06% of portfolio
250,742
Q3 2024 Added 7.35%
$0
$6.51 Billion 3.32% of portfolio
48,076
Q3 2024 Added 21.54%
$0
$5.55 Billion 2.83% of portfolio
116,251
Q3 2024 Added 138.58%
$0
$5.42 Billion 2.76% of portfolio
35,164
Q3 2024 Added 2.89%
$0
$5.01 Billion 2.56% of portfolio
118,500
Q3 2024 Reduced 7.17%
$0
$4.64 Billion 2.37% of portfolio
23,429
Q3 2024 Added 64.55%
$0
$3.7 Billion 1.89% of portfolio
66,466
Q3 2024 Reduced 15.53%
$0
$3.49 Billion 1.78% of portfolio
74,055
Q3 2024 Added 294.73%
$0
$3.46 Billion 1.76% of portfolio
14,215
Q3 2024 Added 13.62%
$0
$3.36 Billion 1.72% of portfolio
5,737
Q3 2024 Added 0.37%
$0
$3.09 Billion 1.57% of portfolio
63,517
Q3 2024 Added 805.7%
$0
$2.33 Billion 1.19% of portfolio
99,155
Q3 2024 New
$0
$1.72 Billion 0.88% of portfolio
20,715
Q3 2024 Added 87.4%
$0
$1.72 Billion 0.88% of portfolio
21,992
Q3 2024 Added 15.94%
$0
$1.68 Billion 0.86% of portfolio
17,151
Q3 2024 Added 494.69%
$0
$1.3 Billion 0.66% of portfolio
27,719
Q3 2024 Reduced 56.95%
$0
$1.13 Billion 0.58% of portfolio
23,003
Q3 2024 Reduced 59.3%
$0
$1.04 Billion 0.53% of portfolio
3,675
Q3 2024 Added 0.08%
$0
$919 Million 0.47% of portfolio
11,986
Q3 2024 Reduced 3.77%
$0
$877 Million 0.45% of portfolio
17,219
Q3 2024 Reduced 7.62%
$0
$884 Million 0.45% of portfolio
14,206
Q3 2024 Added 16.45%
$0
$825 Million 0.42% of portfolio
16,269
Q3 2024 Reduced 64.81%
$0
$778 Million 0.4% of portfolio
11,967
Q3 2024 Added 2.27%
$0
$751 Million 0.38% of portfolio
1,424
Q2 2024 Reduced 10.38%
$0
$695 Million 0.35% of portfolio
5,909
Q3 2024 Reduced 64.73%
$0
$664 Million 0.34% of portfolio
1,730
Q3 2024 Reduced 0.23%
$0
$643 Million 0.33% of portfolio
11,058
Q3 2024 Added 27.13%
$0
$645 Million 0.33% of portfolio
3,695
Q3 2024 Added 1.76%
$0
$543 Million 0.28% of portfolio
8,040
Q3 2024 Reduced 6.87%
$0
$519 Million 0.26% of portfolio
4,866
Q3 2024 Reduced 17.72%
$0
$487 Million 0.25% of portfolio
9,634
Q3 2024 Reduced 31.13%
$0
$468 Million 0.24% of portfolio
7,038
Q4 2022 New
$0
$473 Million 0.24% of portfolio
1,792
Q4 2023 Reduced 10.09%
$0
$430 Million 0.22% of portfolio
1,813
Q3 2024 Added 50.46%
$0
$360 Million 0.18% of portfolio
737
Q3 2024 Added 1.66%
$0
$350 Million 0.18% of portfolio
5,622
Q3 2024 Added 4.03%
$0
$350 Million 0.18% of portfolio
2,785
Q2 2024 Reduced 10.42%
$0
$307 Million 0.16% of portfolio
3,207
Q3 2024 Added 9.57%
$0
$249 Million 0.13% of portfolio
3,770
Q3 2024 Reduced 22.79%
$0
$240 Million 0.12% of portfolio
5,732
Q3 2024 Reduced 1.33%
$0
$220 Million 0.11% of portfolio
3,245
Q1 2024 New
$0
$215 Million 0.11% of portfolio
1,831
Q1 2024 New
$0
$203 Million 0.1% of portfolio
351
Q3 2024 New
$0
$198 Million 0.1% of portfolio
13,454
Q3 2024 Reduced 12.86%

Summary

  • Portfolio
  • No. of Stocks 81
  • Current Value $196 Billion
  • Prior Value $179 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 10, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 9 stocks
  • Additional Purchases 30 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 28 stocks
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