Voisard Asset Management Group, Inc. has filed its 13F form on October 25, 2024 for Q3 2024 where it was disclosed a total value porftolio of $240 Billion distributed in 734 stocks.
Among their holdings, we can observe that their the top five positions include companies like: J P Morgan Exchange Traded Fd with a value of $40.6B, Ishares Core U.S. Aggregate Bo with a value of $36.1B, Spdr S&P 500 ETF Trust with a value of $19.8B, Vanguard with a value of $16.4B, and Dimensional ETF Tr with a value of $12.8B.
Examining the 13F form we can see an increase of $35.5B in the current position value, from $205B to 240B.
Voisard Asset Management Group, Inc. is based out at Grand Rapids, MI
Below you can find more details about Voisard Asset Management Group, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$240 Billion
ETFs: $215 Billion
Technology: $7.1 Billion
Financial Services: $3.51 Billion
Healthcare: $2.88 Billion
Consumer Cyclical: $2.55 Billion
Communication Services: $2.4 Billion
Industrials: $1.73 Billion
Energy: $1.24 Billion
Other: $1.7 Billion
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
