Sprinkle Financial Consultants LLC Portfolio Holdings

Sprinkle Financial Consultants LLC

  • $140 Billion
  • Q3 2024

Sprinkle Financial Consultants LLC has filed its 13F form on October 22, 2024 for Q3 2024 where it was disclosed a total value porftolio of $140 Billion distributed in 70 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $24.4B, Ishares Core S&P Sm Cap ETF with a value of $10.8B, Dimensional ETF Tr Us Marketwi with a value of $9.91B, Dimensional ETF Trust with a value of $8.86B, and Oneok Inc with a value of $8.24B.

Examining the 13F form we can see an increase of $13.1B in the current position value, from $127B to 140B.

Sprinkle Financial Consultants LLC is based out at Littleton, CO

Below you can find more details about Sprinkle Financial Consultants LLC portfolio as well as his latest detailed transactions.

Portfolio value $140 Billion
ETFs: $81 Billion
Energy: $11.3 Billion
Utilities: $5.53 Billion
Technology: $3.82 Billion
Communication Services: $3.04 Billion
Consumer Cyclical: $2.19 Billion
Financial Services: $1.73 Billion
Industrials: $685 Million
Other: $0

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.79B
$5.53 Billion 3.95% of portfolio
74,330
Q4 2023 New

Summary

  • Portfolio
  • No. of Stocks 70
  • Current Value $140 Billion
  • Prior Value $127 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 22, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 4 stocks
  • Additional Purchases 49 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 8 stocks
Track This Portfolio

Track Sprinkle Financial Consultants LLC Portfolio

Follow Sprinkle Financial Consultants LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sprinkle Financial Consultants LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sprinkle Financial Consultants LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email