Wrenne Financial Planning LLC Portfolio Holdings

Wrenne Financial Planning LLC

  • $168 Billion
  • Q3 2024

Wrenne Financial Planning LLC has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $168 Billion distributed in 45 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $38.1B, Vanguard Ftse All World Ex Us with a value of $24.2B, Spdr S&P 600 Small Cap Value E with a value of $14.3B, Vanguard Specialized Funds Van with a value of $11.9B, and Vanguard Bd Index Fd Inc Total with a value of $11.1B.

Examining the 13F form we can see an increase of $22.8B in the current position value, from $145B to 168B.

Wrenne Financial Planning LLC is based out at Lexington, KY

Below you can find more details about Wrenne Financial Planning LLC portfolio as well as his latest detailed transactions.

Portfolio value $168 Billion
ETFs: $161 Billion
Technology: $4.28 Billion
Financial Services: $811 Million
Consumer Cyclical: $590 Million
Communication Services: $321 Million
Healthcare: $241 Million
Energy: $213 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$64.4B
$324 Million 0.19% of portfolio
1,153
Q1 2024 New
$66.8B
$311 Million 0.19% of portfolio
1,800
Q3 2024 Added 900.0%
$30.3B
$226 Million 0.13% of portfolio
1,449
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 45
  • Current Value $168 Billion
  • Prior Value $145 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 12, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 5 stocks
  • Additional Purchases 25 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 7 stocks
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