Discipline Wealth Solutions, LLC Portfolio Holdings

Discipline Wealth Solutions, LLC

  • $182 Million
  • Q3 2024

Discipline Wealth Solutions, LLC has filed its 13F form on November 19, 2024 for Q3 2024 where it was disclosed a total value porftolio of $182 Million distributed in 68 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Bd Index Fd Inc Inter with a value of $36.1M, Dimensional ETF Tr U S Core Eq with a value of $27M, Vanguard Total International B with a value of $19.2M, Vanguard Ftse Developed Market with a value of $12.8M, and Ishares Trust Ishares 1 5 Year with a value of $12.6M.

Examining the 13F form we can see an increase of $55.4M in the current position value, from $127M to 182M.

Discipline Wealth Solutions, LLC is based out at Greenville, SC

Below you can find more details about Discipline Wealth Solutions, LLC portfolio as well as his latest detailed transactions.

Portfolio value $182 Million
ETFs: $172 Million
Technology: $4.27 Million
Financial Services: $2.16 Million
Communication Services: $1.44 Million
Consumer Cyclical: $889,000
Healthcare: $871,000
Consumer Defensive: $234,000

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$6.83B
$234,000 0.13% of portfolio
2,022
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 68
  • Current Value $182 Million
  • Prior Value $127 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 19, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 42 stocks
  • Additional Purchases 23 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 3 stocks
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