Wealthgarden F.S. LLC Portfolio Holdings

Wealthgarden F.S. LLC

  • $1.64 Trillion
  • Q3 2024

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
$83.2B
$247 Million 0.02% of portfolio
5,514
Q3 2024 New
$12.1B
$378 Million 0.02% of portfolio
2,380
Q3 2024 New
$44.2B
$383 Million 0.02% of portfolio
36,313
Q3 2024 New
$50.7B
$248 Million 0.02% of portfolio
1,651
Q3 2024 New
$174B
$354 Million 0.02% of portfolio
2,842
Q3 2024 New
$127B
$333 Million 0.02% of portfolio
4,151
Q3 2024 New
$79.5B
$268 Million 0.02% of portfolio
1,494
Q3 2024 New
$47.6B
$210 Million 0.01% of portfolio
1,734
Q3 2024 New
$22.7B
$223 Million 0.01% of portfolio
1,152
Q3 2024 New
$64.8B
$245 Million 0.01% of portfolio
3,414
Q3 2024 New
$22.9B
$229 Million 0.01% of portfolio
1,696
Q3 2024 New
$61B
$236 Million 0.01% of portfolio
502
Q3 2024 New
$44.2B
$229 Million 0.01% of portfolio
3,521
Q3 2024 New
$71B
$221 Million 0.01% of portfolio
1,979
Q3 2024 New
$23.1B
$232 Million 0.01% of portfolio
6,838
Q3 2024 New
$30.1B
$235 Million 0.01% of portfolio
856
Q3 2024 New
$12.1B
$221 Million 0.01% of portfolio
1,828
Q3 2024 New
$86.4B
$202 Million 0.01% of portfolio
398
Q3 2024 New
$68.5B
$246 Million 0.01% of portfolio
1,223
Q3 2024 New
$69.9B
$222 Million 0.01% of portfolio
868
Q3 2024 New
$96.6B
$223 Million 0.01% of portfolio
428
Q3 2024 New
$15.5B
$122 Million 0.01% of portfolio
11,367
Q3 2024 New
$77.1B
$203 Million 0.01% of portfolio
1,758
Q3 2024 New
$38.6B
$240 Million 0.01% of portfolio
3,245
Q3 2024 New
$41.9B
$202 Million 0.01% of portfolio
2,061
Q3 2024 New
$89B
$240 Million 0.01% of portfolio
1,494
Q3 2024 New
$180B
$200 Million 0.01% of portfolio
322
Q3 2024 New
$52.3B
$224 Million 0.01% of portfolio
2,454
Q3 2024 New
$30.2B
$222 Million 0.01% of portfolio
3,061
Q3 2024 New
$39B
$225 Million 0.01% of portfolio
1,499
Q3 2024 New
$95.6B
$233 Million 0.01% of portfolio
10,484
Q3 2024 New
$27.7B
$210 Million 0.01% of portfolio
11,384
Q3 2024 New
$76.2B
$230 Million 0.01% of portfolio
3,655
Q3 2024 New
$59.3B
$242 Million 0.01% of portfolio
666
Q3 2024 New

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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