Wealthgarden F.S. LLC has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.64 Trillion distributed in 624 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $113B, Apple Inc. with a value of $71.4B, Ishares Core S&P 500 ETF with a value of $45.5B, Invesco Qqq Trust, Series 1 with a value of $37.6B, and Vanguard Growth ETF with a value of $36.4B.

Examining the 13F form we can see an increase of $1.54T in the current position value, from $94.9B to 1.64T.

Wealthgarden F.S. LLC is based out at El Segundo, CA

Below you can find more details about Wealthgarden F.S. LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.64 Trillion
ETFs: $866 Billion
Technology: $292 Billion
Consumer Cyclical: $78.1 Billion
Industrials: $75.8 Billion
Healthcare: $72.2 Billion
Financial Services: $67.2 Billion
Communication Services: $56.1 Billion
Consumer Defensive: $37.2 Billion
Other: $55.5 Billion

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

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

Summary

  • Portfolio
  • No. of Stocks 624
  • Current Value $1.64 Trillion
  • Prior Value $94.9 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 12, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 549 stocks
  • Additional Purchases 57 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 18 stocks
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