Gentry Private Wealth, LLC Portfolio Holdings

Gentry Private Wealth, LLC

  • $122 Billion
  • Q1 2025

Gentry Private Wealth, LLC has filed its 13F form on May 13, 2025 for Q1 2025 where it was disclosed a total value porftolio of $122 Billion distributed in 91 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $44.4B, Vanguard Growth ETF with a value of $9.32B, Spdr Portfolio Intermediate Te with a value of $6.52B, First Tr Enhanced Traded Fd Iv with a value of $2.99B, and Ishares Tr with a value of $2.41B.

Examining the 13F form we can see an increase of $97.5B in the current position value, from $24B to 122B.

Gentry Private Wealth, LLC is based out at Wichita, KS

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

Portfolio value $122 Billion
ETFs: $92.1 Billion
Financial Services: $4.85 Billion
Consumer Defensive: $2.96 Billion
Consumer Cyclical: $2.87 Billion
Technology: $2.54 Billion
Energy: $2.37 Billion
Healthcare: $1.91 Billion
Communication Services: $1.44 Billion
Other: $2.55 Billion

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$8.69B
$481 Million 0.4% of portfolio
12,634
Q1 2025 New
$4.32B
$459 Million 0.38% of portfolio
9,725
Q1 2025 New
$6.27B
$393 Million 0.32% of portfolio
19,863
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 91
  • Current Value $122 Billion
  • Prior Value $24 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 13, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 56 stocks
  • Additional Purchases 11 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 11 stocks
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