Dodds Wealth, LLC Portfolio Holdings

Dodds Wealth, LLC

$311 Billion
Q4 2024

Dodds Wealth, LLC has filed its 13F form on January 28, 2025 for Q4 2024 where it was disclosed a total value porftolio of $311 Billion distributed in 60 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Intermediate Term Cor with a value of $45.9B, Spdr Portfolio Intermediate Te with a value of $45.6B, Ishares Trust Ishares 5 10 Yea with a value of $38.5B, Schwab Strategic Tr Us Large C with a value of $34.6B, and Ishares U.S. Treasury Bond ETF with a value of $22.6B.

Examining the 13F form we can see an increase of $11B in the current position value, from $300B to 311B.

Dodds Wealth, LLC is based out at Greenwood Village, CO

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

Portfolio value $311 Billion

ETFs: $294 Billion

Technology: $6.1 Billion

Financial Services: $2.88 Billion

Communication Services: $2.09 Billion

Consumer Cyclical: $1.54 Billion

Consumer Defensive: $1.19 Billion

Industrials: $1.03 Billion

Healthcare: $909 Million

Other: $842 Million

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

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
LPSN Liveperson Inc Technology	$109M	$96.4 Million 0.03% of portfolio	67,402	Q4 2024 New

Summary

Portfolio
No. of Stocks 60
Current Value $311 Billion
Prior Value $300 Billion
Filing
Period Q4 2024
Filing Date January 28, 2025
Form Type 13F-HR
Activity in Q4 2024
New Purchases 2 stocks
Additional Purchases 26 stocks
Sold out of 0 stocks
Reduced holdings in 13 stocks

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