Stephenson & Company, Inc. Portfolio Holdings
Stephenson & Company, Inc.
- $148 Billion
- Q3 2024
Stephenson & Company, Inc. has filed its 13F form on October 25, 2024 for Q3 2024 where it was disclosed a total value porftolio of $148 Billion distributed in 39 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc Class B with a value of $22.8B, Invesco S&P 500 Equal Weight E with a value of $21B, Ishares Core S&P 500 ETF with a value of $19.1B, Vanguard Ftse Developed Market with a value of $18.4B, and Vanguard Bd Index Fd Inc Short with a value of $14.5B.
Examining the 13F form we can see an increase of $12.9B in the current position value, from $135B to 148B.
Stephenson & Company, Inc. is based out at San Clemente, CA
Below you can find more details about Stephenson & Company, Inc. portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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