Wrenne Financial Planning LLC Portfolio Holdings

Wrenne Financial Planning LLC

  • $145 Billion
  • Q2 2024

Wrenne Financial Planning LLC has filed its 13F form on August 07, 2024 for Q2 2024 where it was disclosed a total value porftolio of $145 Billion distributed in 41 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 $32.8B, Vanguard Ftse All World Ex Us with a value of $20.4B, Spdr S&P 600 Small Cap Value E with a value of $11.8B, Vanguard Bd Index Fd Inc Total with a value of $10.2B, and Vanguard Specialized Funds Van with a value of $9.61B.

Examining the 13F form we can see an increase of $9.77B in the current position value, from $135B to 145B.

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 $145 Billion
ETFs: $139 Billion
Technology: $3.99 Billion
Consumer Cyclical: $567 Million
Financial Services: $515 Million
Communication Services: $352 Million
Healthcare: $210 Million
Energy: $200 Million

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$61.1B
$299 Million 0.21% of portfolio
1,153
Q1 2024 New
$72.7B
$289 Million 0.2% of portfolio
180
Q2 2024 New

Summary

  • Portfolio
  • No. of Stocks 41
  • Current Value $145 Billion
  • Prior Value $135 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 07, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 12 stocks
  • Additional Purchases 21 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 7 stocks
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