True Mark Investments, LLC Portfolio Holdings

True Mark Investments, LLC

  • $312 Billion
  • Q3 2024

True Mark Investments, LLC has filed its 13F form on October 15, 2024 for Q3 2024 where it was disclosed a total value porftolio of $312 Billion distributed in 239 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nextera Energy Inc with a value of $7.5B, British American Tobacco P.L.C. with a value of $6.8B, Verizon Communications Inc with a value of $5.9B, Philip Morris International Inc. with a value of $5.58B, and Exxon Mobil Corp with a value of $4.87B.

Examining the 13F form we can see an increase of $19.1B in the current position value, from $293B to 312B.

True Mark Investments, LLC is based out at Chicago, IL

Below you can find more details about True Mark Investments, LLC portfolio as well as his latest detailed transactions.

Portfolio value $312 Billion
Financial Services: $54 Billion
Energy: $36 Billion
Technology: $32.3 Billion
Consumer Defensive: $29.2 Billion
ETFs: $25.6 Billion
Healthcare: $23.1 Billion
Real Estate: $20.9 Billion
Utilities: $19 Billion
Other: $50.2 Billion

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$20.4B
$291 Million 0.09% of portfolio
1,785
Q3 2024 New
$10.5B
$290 Million 0.09% of portfolio
6,958
Q3 2024 Reduced 20.23%
$39.8B
$234 Million 0.08% of portfolio
2,369
Q3 2024 Reduced 7.5%
$45.1B
$221 Million 0.07% of portfolio
1,555
Q3 2024 Reduced 43.72%
$13.7B
$217 Million 0.07% of portfolio
4,441
Q3 2024 Reduced 32.42%
$17.3B
$202 Million 0.06% of portfolio
2,280
Q3 2024 Reduced 24.4%

Summary

  • Portfolio
  • No. of Stocks 239
  • Current Value $312 Billion
  • Prior Value $293 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 15, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 37 stocks
  • Additional Purchases 64 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 102 stocks
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