Vawter Financial, Ltd. Portfolio Holdings

Vawter Financial, Ltd.

  • $164 Billion
  • Q3 2024

Vawter Financial, Ltd. has filed its 13F form on November 06, 2024 for Q3 2024 where it was disclosed a total value porftolio of $164 Billion distributed in 94 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 $12.9B, Vanguard Total International B with a value of $10.2B, Vanguard Small Cap ETF with a value of $10.1B, Vanguard Bd Index Fd Inc Short with a value of $9.5B, and Dimensional ETF Tr U S Target with a value of $9.2B.

Examining the 13F form we can see an increase of $18B in the current position value, from $146B to 164B.

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 $164 Billion
ETFs: $138 Billion
Financial Services: $4 Billion
Technology: $3.4 Billion
Healthcare: $3.26 Billion
Real Estate: $867 Million
Consumer Cyclical: $692 Million
Consumer Defensive: $632 Million
Industrials: $551 Million
Other: $845 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.47B
$373 Million 0.23% of portfolio
3,425
Q1 2024 New
$6.6B
$292 Million 0.18% of portfolio
2,710
Q1 2024 New

Summary

  • Portfolio
  • No. of Stocks 94
  • Current Value $164 Billion
  • Prior Value $146 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 06, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 9 stocks
  • Additional Purchases 39 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 17 stocks
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