Portfolio Design Labs, LLC Portfolio Holdings
Portfolio Design Labs, LLC
- $485 Billion
- Q1 2025
Portfolio Design Labs, LLC has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $485 Billion distributed in 190 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Treasury Floating Rate with a value of $34.5B, Spdr Gold Trust with a value of $18.9B, Nvidia Corp with a value of $17.8B, Apple Inc. with a value of $17B, and Microsoft Corp with a value of $16.5B.
Examining the 13F form we can see an decrease of $2.78B in the current position value, from $487B to 485B.
Portfolio Design Labs, LLC is based out at Encino, CA
Below you can find more details about Portfolio Design Labs, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$485 Billion
Technology: $96.8 Billion
ETFs: $91.7 Billion
Financial Services: $49.1 Billion
Healthcare: $48 Billion
Communication Services: $45.2 Billion
Consumer Cyclical: $40.3 Billion
Industrials: $39.2 Billion
Consumer Defensive: $29.3 Billion
Other: $37.1 Billion
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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