Hart & Patterson Financial Group LLC Portfolio Holdings
Hart & Patterson Financial Group LLC
- $202 Billion
- Q1 2024
Hart & Patterson Financial Group LLC has filed its 13F form on April 16, 2024 for Q1 2024 where it was disclosed a total value porftolio of $202 Billion distributed in 67 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Ftse Developed Market with a value of $21.4B, Schwab Strategic Tr Us Large C with a value of $14.5B, Vanguard Bd Index Fd Inc Total with a value of $11.8B, Vanguard Total International B with a value of $9.09B, and Vanguard Sht Trm Inflt Prot Fd with a value of $8.39B.
Examining the 13F form we can see an increase of $9.39B in the current position value, from $193B to 202B.
Hart & Patterson Financial Group LLC is based out at Amherst, MA
Below you can find more details about Hart & Patterson Financial Group LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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