White Wing Wealth Management Portfolio Holdings

White Wing Wealth Management

  • $123 Million
  • Q2 2024

White Wing Wealth Management has filed its 13F form on August 01, 2024 for Q2 2024 where it was disclosed a total value porftolio of $123 Million distributed in 28 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $38.9M, Jp Morgan ETF Tr Ultra Short I with a value of $15.5M, Vanguard Ftse Developed Market with a value of $11M, Vanguard Small Cap ETF with a value of $10.6M, and Invesco Qqq Trust, Series 1 with a value of $10.6M.

Examining the 13F form we can see an increase of $2.44M in the current position value, from $121M to 123M.

White Wing Wealth Management is based out at The Wodlands, TX

Below you can find more details about White Wing Wealth Management portfolio as well as his latest detailed transactions.

Portfolio value $123 Million
ETFs: $116 Million
Technology: $3.65 Million
Consumer Cyclical: $2.1 Million
Energy: $1.29 Million
Communication Services: $209,000

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.47B
$566,000 0.46% of portfolio
9,050
Q2 2024 Added 4,470.71%

Summary

  • Portfolio
  • No. of Stocks 28
  • Current Value $123 Million
  • Prior Value $121 Million
  • Filing
  • Period Q2 2024
  • Filing Date August 01, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 2 stocks
  • Additional Purchases 16 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 10 stocks
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