Duncan Williams Asset Management, LLC has filed its 13F form on January 21, 2025 for Q4 2024 where it was disclosed a total value porftolio of $254 Billion distributed in 146 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $37.5B, Schwab Strategic Tr Us Dividen with a value of $25.9B, Apple Inc. with a value of $14.5B, Wisdomtree Tr Us Quality Divid with a value of $13.8B, and Vanguard Index Fds S&P 500 ETF with a value of $7.64B.
Examining the 13F form we can see an increase of $72.5B in the current position value, from $181B to 254B.
Duncan Williams Asset Management, LLC is based out at Memphis, TN
Below you can find more details about Duncan Williams Asset Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$254 Billion
ETFs: $145 Billion
Financial Services: $31.6 Billion
Technology: $30.3 Billion
Consumer Cyclical: $12.9 Billion
Healthcare: $9.41 Billion
Industrials: $6.88 Billion
Consumer Defensive: $6.36 Billion
Communication Services: $3.81 Billion
Other: $6.02 Billion
Stock Holdings Table Market Cap. of $200 Billions or more
