Leading Edge Financial Planning LLC Portfolio Holdings

Leading Edge Financial Planning LLC

  • $226 Billion
  • Q1 2024

Leading Edge Financial Planning LLC has filed its 13F form on May 03, 2024 for Q1 2024 where it was disclosed a total value porftolio of $226 Billion distributed in 54 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $33B, Dimensional ETF Tr Dimensional with a value of $29.1B, Spdr Portfolio Aggregate Bond with a value of $28.9B, Schwab Strategic Tr Us Broad M with a value of $19.6B, and Dimensional ETF Tr Dimensional with a value of $19.2B.

Examining the 13F form we can see an increase of $33B in the current position value, from $193B to 226B.

Leading Edge Financial Planning LLC is based out at Knoxville, TN

Below you can find more details about Leading Edge Financial Planning LLC portfolio as well as his latest detailed transactions.

Portfolio value $226 Billion
ETFs: $210 Billion
Technology: $1.14 Billion
Energy: $461 Million
Consumer Cyclical: $214 Million
Real Estate: $67.6 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$33 Billion 14.63% of portfolio
536,675
Q1 2024 Added 10.1%
$0
$29.1 Billion 12.88% of portfolio
1,086,909
Q1 2024 Added 21.41%
$0
$28.9 Billion 12.79% of portfolio
1,142,469
Q1 2024 Added 26.98%
$0
$19.6 Billion 8.67% of portfolio
320,708
Q1 2024 Added 7.95%
$0
$19.2 Billion 8.5% of portfolio
606,955
Q1 2024 Added 11.58%
$0
$14.8 Billion 6.57% of portfolio
492,678
Q1 2024 Added 19.7%
$0
$13.4 Billion 5.95% of portfolio
526,857
Q1 2024 Added 24.92%
$0
$12 Billion 5.3% of portfolio
186,356
Q1 2024 Added 18.9%
$0
$8.4 Billion 3.72% of portfolio
354,576
Q1 2024 Added 23.86%
$0
$7.69 Billion 3.41% of portfolio
186,454
Q1 2024 Added 19.69%
$0
$6.4 Billion 2.84% of portfolio
69,728
Q1 2024 Added 10.93%
$0
$5.18 Billion 2.29% of portfolio
105,302
Q1 2024 Added 34.95%
$0
$2.71 Billion 1.2% of portfolio
58,839
Q1 2024 Reduced 2.36%
$0
$2.66 Billion 1.18% of portfolio
113,479
Q1 2024 Added 36.57%
$0
$1.89 Billion 0.84% of portfolio
62,469
Q1 2024 Reduced 3.61%
$0
$1.87 Billion 0.83% of portfolio
7,944
Q1 2024 Added 100.25%
$3.54T
$1.14 Billion 0.51% of portfolio
6,672
Q1 2024 Reduced 6.15%
$6.78B
$1.12 Billion 0.5% of portfolio
25,431
Q1 2024 Added 4.04%
$0
$1.1 Billion 0.49% of portfolio
11,718
Q1 2024 Reduced 4.81%
$0
$1.11 Billion 0.49% of portfolio
2,501
Q1 2024 Reduced 13.79%
$0
$1.11 Billion 0.49% of portfolio
43,492
Q1 2024 Reduced 65.57%
$0
$965 Million 0.43% of portfolio
15,552
Q1 2024 Reduced 9.84%
$0
$954 Million 0.42% of portfolio
19,778
Q1 2024 Reduced 50.47%
$0
$901 Million 0.4% of portfolio
24,310
Q1 2024 Added 181.66%
$0
$715 Million 0.32% of portfolio
3,915
Q1 2024 Reduced 27.73%
$0
$701 Million 0.31% of portfolio
16,713
Q1 2024 Added 8.43%
$0
$562 Million 0.25% of portfolio
11,106
Q1 2024 Reduced 6.56%
$0
$513 Million 0.23% of portfolio
3,148
Q1 2024 Reduced 1.35%
$0
$487 Million 0.22% of portfolio
6,351
Q1 2024 Added 17.87%
$0
$508 Million 0.22% of portfolio
19,811
Q1 2024 Added 5.6%
$63.2B
$461 Million 0.2% of portfolio
15,813
Q1 2024 Added 1.29%
$0
$420 Million 0.19% of portfolio
27,590
Q1 2024 Added 53.37%
$0
$402 Million 0.18% of portfolio
4,990
Q1 2024 Reduced 35.7%
$0
$318 Million 0.14% of portfolio
7,433
Q1 2024 Reduced 5.58%
$0
$311 Million 0.14% of portfolio
1,195
Q1 2024 Added 0.67%
$0
$288 Million 0.13% of portfolio
10,284
Q1 2024 Reduced 21.08%
$0
$294 Million 0.13% of portfolio
5,106
Q1 2024 Reduced 15.78%
$0
$299 Million 0.13% of portfolio
7,653
Q1 2024 Reduced 63.65%
$0
$239 Million 0.11% of portfolio
1,978
Q1 2024 Reduced 7.48%
$0
$246 Million 0.11% of portfolio
9,950
Q1 2024 Reduced 20.72%
$0
$244 Million 0.11% of portfolio
7,632
Q1 2024 Reduced 2.59%
$0
$221 Million 0.1% of portfolio
1,344
Q1 2024 Reduced 31.6%
$0
$224 Million 0.1% of portfolio
5,716
Q1 2024 New
$0
$219 Million 0.1% of portfolio
2,877
Q1 2024 Reduced 21.5%
$2.04T
$214 Million 0.09% of portfolio
1,184
Q1 2024 Reduced 55.92%
$0
$206 Million 0.09% of portfolio
4,197
Q1 2024 Reduced 16.56%
$0
$203 Million 0.09% of portfolio
4,273
Q1 2024 Reduced 13.64%
Dimensional ETF Trust
-
$214 Million 0.09% of portfolio
-
Q4 2023 New
$0
$201 Million 0.09% of portfolio
382
Q1 2024 Reduced 18.2%

Summary

  • Portfolio
  • No. of Stocks 54
  • Current Value $226 Billion
  • Prior Value $193 Billion
  • Filing
  • Period Q1 2024
  • Filing Date May 03, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 2 stocks
  • Additional Purchases 23 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 28 stocks
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