Shared Vision Wealth Group LLC Portfolio Holdings
Shared Vision Wealth Group LLC
- $172 Billion
- Q2 2024
Shared Vision Wealth Group LLC has filed its 13F form on July 23, 2024 for Q2 2024 where it was disclosed a total value porftolio of $172 Billion distributed in 74 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $37.7B, Ishares Core S&P 500 ETF with a value of $25.4B, Ishares Core Total Usd Bond Ma with a value of $18.4B, Ishares S&P 500 Growth ETF with a value of $6.26B, and Ishares Msci Usa Quality Facto with a value of $5.96B.
Examining the 13F form we can see an increase of $11.7B in the current position value, from $160B to 172B.
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.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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