Dodds Wealth, LLC Portfolio Holdings

Dodds Wealth, LLC

  • $300 Billion
  • Q3 2024

Dodds Wealth, LLC has filed its 13F form on October 25, 2024 for Q3 2024 where it was disclosed a total value porftolio of $300 Billion distributed in 59 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Intermediate Term Cor with a value of $45.5B, Spdr Portfolio Intermediate Te with a value of $44.6B, Ishares Trust Ishares 5 10 Yea with a value of $36.9B, Schwab Strategic Tr Us Large C with a value of $35.1B, and Ishares U.S. Treasury Bond ETF with a value of $22.4B.

Examining the 13F form we can see an increase of $43.8B in the current position value, from $256B to 300B.

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 $300 Billion
ETFs: $284 Billion
Technology: $5.89 Billion
Financial Services: $2.81 Billion
Communication Services: $1.72 Billion
Healthcare: $1.26 Billion
Consumer Defensive: $1.26 Billion
Consumer Cyclical: $1.1 Billion
Industrials: $831 Million
Other: $791 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$254B
$239 Million 0.08% of portfolio
3,000
Q3 2024 Reduced 10.23%
$0
$255 Million 0.08% of portfolio
10,315
Q3 2024 Reduced 42.71%
$203B
$251 Million 0.08% of portfolio
2,696
Q1 2024 Reduced 0.74%
$727B
$247 Million 0.08% of portfolio
271
Q1 2024 New
$0
$250 Million 0.08% of portfolio
2,848
Q3 2024 Added 0.42%
$0
$247 Million 0.08% of portfolio
5,093
Q4 2023 New
$0
$248 Million 0.08% of portfolio
1,497
Q1 2024 Added 4.69%
$0
$212 Million 0.07% of portfolio
9,521
Q3 2024 Reduced 39.52%
$467B
$211 Million 0.07% of portfolio
352
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 59
  • Current Value $300 Billion
  • Prior Value $256 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 25, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 3 stocks
  • Additional Purchases 26 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 19 stocks
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