Rockingstone Advisors LLC has filed its 13F form on October 08, 2024 for Q3 2024 where it was disclosed a total value porftolio of $204 Billion distributed in 99 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Jp Morgan ETF Tr Ultra Short I with a value of $14.9B, Nvidia Corp with a value of $9.17B, Spdr S&P 500 ETF Trust with a value of $7.45B, Technology Sector Spdr with a value of $5.79B, and Apple Inc. with a value of $5.73B.

Examining the 13F form we can see an increase of $8.76B in the current position value, from $195B to 204B.

Rockingstone Advisors LLC is based out at Great Barrington, MA

Below you can find more details about Rockingstone Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $204 Billion
ETFs: $106 Billion
Technology: $22.8 Billion
Financial Services: $17.1 Billion
Communication Services: $12.7 Billion
Consumer Defensive: $10.3 Billion
Industrials: $10.2 Billion
Consumer Cyclical: $7.38 Billion
Healthcare: $4.86 Billion
Other: $5.54 Billion

Stock Holdings Table

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

Summary

  • Portfolio
  • No. of Stocks 99
  • Current Value $204 Billion
  • Prior Value $195 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 08, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 6 stocks
  • Additional Purchases 39 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 42 stocks
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