Noble Family Wealth, LLC has filed its 13F form on January 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $363 Billion distributed in 61 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Dividend Appreciation with a value of $39.9B, Vanguard Value ETF with a value of $33.4B, Schwab Strategic Tr Us Dividen with a value of $32.7B, Vanguard Ftse Developed Market with a value of $24.7B, and Schwab Strategic Tr Us Small C with a value of $22.4B.

Examining the 13F form we can see an decrease of $8.82B in the current position value, from $372B to 363B.

Noble Family Wealth, LLC is based out at Clearwater, FL

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

Portfolio value $363 Billion
ETFs: $358 Billion
Technology: $1.49 Billion
Financial Services: $1.24 Billion
Industrials: $1.17 Billion
Consumer Cyclical: $469 Million
Healthcare: $324 Million

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 61
  • Current Value $363 Billion
  • Prior Value $372 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 3 stocks
  • Additional Purchases 20 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 20 stocks
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