Family Wealth Partners, LLC Portfolio Holdings

Family Wealth Partners, LLC

  • $195 Billion
  • Q3 2024

Family Wealth Partners, LLC has filed its 13F form on October 09, 2024 for Q3 2024 where it was disclosed a total value porftolio of $195 Billion distributed in 44 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Lpl Financial Holdings Inc. with a value of $34.4B, Ishares Core S&P Total U.S. St with a value of $26.9B, Vanguard Intermediate Term Tre with a value of $10.9B, Vanguard Small Cap Value ETF with a value of $9.55B, and Vanguard Small Cap ETF with a value of $6.86B.

Examining the 13F form we can see an increase of $2.76B in the current position value, from $193B to 195B.

Family Wealth Partners, LLC is based out at Matthews, NC

Below you can find more details about Family Wealth Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $195 Billion
ETFs: $159 Billion
Financial Services: $34.9 Billion
Technology: $759 Million
Real Estate: $68.7 Million

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 44
  • Current Value $195 Billion
  • Prior Value $193 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 09, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 3 stocks
  • Additional Purchases 16 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 24 stocks
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