Annis Gardner Whiting Capital Advisors, LLC Portfolio Holdings
Annis Gardner Whiting Capital Advisors, LLC
- $279 Billion
- Q1 2024
Annis Gardner Whiting Capital Advisors, LLC has filed its 13F form on May 13, 2024 for Q1 2024 where it was disclosed a total value porftolio of $279 Billion distributed in 943 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr Msci Eafe ETF with a value of $49.2B, Vanguard Total Stock Market Et with a value of $15.6B, Vanguard Star Fd Vanguard Tota with a value of $11.6B, Brp Group, Inc. with a value of $8.95B, and Microsoft Corp with a value of $8.05B.
Examining the 13F form we can see an increase of $53B in the current position value, from $226B to 279B.
Annis Gardner Whiting Capital Advisors, LLC is based out at Tampa, FL
Below you can find more details about Annis Gardner Whiting Capital Advisors, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Companies Only
Summary
- Portfolio
- No. of Stocks 943
- Current Value $279 Billion
- Prior Value $226 Billion
- Filing
- Period Q1 2024
- Filing Date May 13, 2024
- Form Type 13F-HR
- Activity in Q1 2024
- New Purchases 273 stocks
- Additional Purchases 410 stocks
- Sold out of 0 stocks
- Reduced holdings in 83 stocks