Shared Vision Wealth Group LLC Portfolio Holdings

Shared Vision Wealth Group LLC

  • $190 Billion
  • Q4 2024

Shared Vision Wealth Group LLC has filed its 13F form on February 06, 2025 for Q4 2024 where it was disclosed a total value porftolio of $190 Billion distributed in 75 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $44.4B, Ishares Core S&P 500 ETF with a value of $26.1B, Ishares Core Total Usd Bond Ma with a value of $21.4B, Ishares Msci Usa Quality Facto with a value of $6.37B, and Ishares S&P 500 Growth ETF with a value of $6.31B.

Examining the 13F form we can see an increase of $2.83B in the current position value, from $187B to 190B.

Shared Vision Wealth Group LLC is based out at Carlsbad, X1

Below you can find more details about Shared Vision Wealth Group LLC portfolio as well as his latest detailed transactions.

Portfolio value $190 Billion
ETFs: $133 Billion
Technology: $49.6 Billion
Consumer Cyclical: $1.05 Billion
Consumer Defensive: $844 Million
Financial Services: $705 Million
Healthcare: $386 Million
Industrials: $211 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$91.1B
$3.68 Billion 1.94% of portfolio
15,894
Q4 2024 Reduced 9.84%
$149B
$211 Million 0.11% of portfolio
926
Q4 2024 Added 0.65%

Summary

  • Portfolio
  • No. of Stocks 75
  • Current Value $190 Billion
  • Prior Value $187 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 06, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 6 stocks
  • Additional Purchases 26 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 29 stocks
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