Vawter Financial, Ltd. Portfolio Holdings

Vawter Financial, Ltd.

  • $166 Billion
  • Q4 2024

Vawter Financial, Ltd. has filed its 13F form on January 31, 2025 for Q4 2024 where it was disclosed a total value porftolio of $166 Billion distributed in 97 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Small Cap Growth ETF with a value of $13.6B, Vanguard Total International B with a value of $10.6B, Vanguard Small Cap ETF with a value of $10.4B, Vanguard Bd Index Fd Inc Short with a value of $9.68B, and Dimensional ETF Tr U S Target with a value of $8.89B.

Examining the 13F form we can see an increase of $2.76B in the current position value, from $164B to 166B.

Vawter Financial, Ltd. is based out at Columbus, OH

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

Portfolio value $166 Billion
ETFs: $137 Billion
Financial Services: $4.7 Billion
Technology: $3.77 Billion
Healthcare: $3.15 Billion
Consumer Cyclical: $988 Million
Real Estate: $723 Million
Energy: $679 Million
Consumer Defensive: $623 Million
Other: $1.01 Billion

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$146B
$710 Million 0.43% of portfolio
1,972
Q4 2024 Reduced 2.47%
$33.7B
$723 Million 0.43% of portfolio
13,532
Q4 2024 Reduced 1.02%
$59.3B
$245 Million 0.15% of portfolio
1,042
Q1 2024 Reduced 8.76%
$150B
$234 Million 0.14% of portfolio
1,021
Q4 2024 New
$59.7B
$211 Million 0.13% of portfolio
7,700
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 97
  • Current Value $166 Billion
  • Prior Value $164 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 31, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 6 stocks
  • Additional Purchases 36 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 31 stocks
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