Proathlete Wealth Management LLC Portfolio Holdings

Proathlete Wealth Management LLC

  • $243 Billion
  • Q3 2024

Proathlete Wealth Management LLC has filed its 13F form on October 18, 2024 for Q3 2024 where it was disclosed a total value porftolio of $243 Billion distributed in 59 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $61.7B, Ishares Russell 1000 Gr ETF with a value of $23.3B, Ishares Core S&P Sm Cap ETF with a value of $20B, Ishares Core S&P Mid Cap ETF with a value of $18.6B, and Ishares Tr with a value of $12.5B.

Examining the 13F form we can see an increase of $31.5B in the current position value, from $211B to 243B.

Proathlete Wealth Management LLC is based out at Boca Raton, FL

Below you can find more details about Proathlete Wealth Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $243 Billion
ETFs: $198 Billion
Technology: $9.74 Billion
Consumer Cyclical: $5.82 Billion
Financial Services: $5.67 Billion
Communication Services: $5.1 Billion
Consumer Defensive: $2.85 Billion
Healthcare: $2.05 Billion
Energy: $527 Million
Other: $0

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.72B
$822 Million 0.34% of portfolio
14,269
Q3 2024 Added 0.13%

Summary

  • Portfolio
  • No. of Stocks 59
  • Current Value $243 Billion
  • Prior Value $211 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 18, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 2 stocks
  • Additional Purchases 36 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 12 stocks
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