Regimen Wealth, LLC Portfolio Holdings
Regimen Wealth, LLC
- $288 Billion
- Q1 2024
Regimen Wealth, LLC has filed its 13F form on May 14, 2024 for Q1 2024 where it was disclosed a total value porftolio of $288 Billion distributed in 64 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Dividen with a value of $29.2B, Ishares Core High Dividend ETF with a value of $28.8B, Fidelity Merrimack Str Tr Tota with a value of $23.8B, Ishares National Muni Bond ETF with a value of $18.5B, and Wisdomtree Floating Rate Treas with a value of $18.2B.
Examining the 13F form we can see an increase of $27.1B in the current position value, from $261B to 288B.
Regimen Wealth, LLC is based out at Atlanta, GA
Below you can find more details about Regimen Wealth, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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