Wheelhouse Advisory Group LLC has filed its 13F form on October 29, 2024 for Q3 2024 where it was disclosed a total value porftolio of $155 Billion distributed in 43 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $18B, Vanguard Health Care ETF with a value of $15.8B, Vanguard S&P 500 Growth ETF with a value of $15.3B, Vanguard Large Cap ETF with a value of $14B, and Vanguard Dividend Appreciation with a value of $13.8B.

Examining the 13F form we can see an increase of $13.3B in the current position value, from $142B to 155B.

Wheelhouse Advisory Group LLC is based out at St. Louis, MO

Below you can find more details about Wheelhouse Advisory Group LLC portfolio as well as his latest detailed transactions.

Portfolio value $155 Billion
ETFs: $133 Billion
Technology: $3.19 Billion
Consumer Cyclical: $2.21 Billion
Consumer Defensive: $2.03 Billion
Industrials: $1.07 Billion
Communication Services: $972 Million
Financial Services: $965 Million
Utilities: $889 Million
Other: $426 Million

Stock Holdings Table

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

Summary

  • Portfolio
  • No. of Stocks 43
  • Current Value $155 Billion
  • Prior Value $142 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 29, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 5 stocks
  • Additional Purchases 18 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 19 stocks
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