Talbot Financial, LLC has filed its 13F form on October 08, 2024 for Q3 2024 where it was disclosed a total value porftolio of $821 Billion distributed in 61 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $88.9B, Apple Inc. with a value of $88.3B, Amazon Com Inc with a value of $49.7B, Alphabet Inc. with a value of $31.4B, and Nvidia Corp with a value of $28.2B.

Examining the 13F form we can see an increase of $46.7B in the current position value, from $775B to 821B.

Talbot Financial, LLC is based out at Bellevue, WA

Below you can find more details about Talbot Financial, LLC portfolio as well as his latest detailed transactions.

Portfolio value $821 Billion
Technology: $337 Billion
Financial Services: $130 Billion
Healthcare: $124 Billion
Consumer Cyclical: $73.3 Billion
Communication Services: $52.9 Billion
Industrials: $41.9 Billion
Consumer Defensive: $38.4 Billion
Energy: $22.1 Billion
Other: $1.77 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 61
  • Current Value $821 Billion
  • Prior Value $775 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 08, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 8 stocks
  • Additional Purchases 40 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 5 stocks
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