Oak Root LLC Portfolio Holdings

Oak Root LLC

  • $792 Billion
  • Q3 2024

Oak Root LLC has filed its 13F form on October 30, 2024 for Q3 2024 where it was disclosed a total value porftolio of $792 Billion distributed in 15 stocks.

Among their holdings, we can observe that their the top five positions include companies like: American Centy ETF Tr Avantis with a value of $289B, American Centy ETF Tr with a value of $192B, American Centy ETF Tr Avantis with a value of $102B, American Centy ETF Tr Avantis with a value of $75.5B, and Vanguard Index Fds S&P 500 ETF with a value of $40.5B.

Examining the 13F form we can see an increase of $42B in the current position value, from $750B to 792B.

Oak Root LLC is based out at Santa Barbara, CA

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

Portfolio value $792 Billion
ETFs: $600 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$289 Billion 36.46% of portfolio
3,036,602
Q3 2024 Reduced 0.23%
American Centy ETF Tr
-
$192 Billion 24.23% of portfolio
-
Q2 2024 Reduced 1.98%
$0
$102 Billion 12.83% of portfolio
1,516,371
Q3 2024 Reduced 1.22%
$0
$75.5 Billion 9.53% of portfolio
1,168,841
Q3 2024 Reduced 1.59%
$0
$40.5 Billion 5.11% of portfolio
76,722
Q3 2024 Reduced 0.4%
$0
$21.9 Billion 2.77% of portfolio
309,896
Q3 2024 Added 3.97%
$0
$17.4 Billion 2.2% of portfolio
303,051
Q3 2024 Added 1.51%
$0
$12.8 Billion 1.61% of portfolio
73,289
Q3 2024 Reduced 0.78%
$0
$12.7 Billion 1.6% of portfolio
32,983
Q3 2024 Reduced 0.25%
$0
$9.36 Billion 1.18% of portfolio
51,440
Q3 2024 Reduced 0.52%
$0
$6.52 Billion 0.82% of portfolio
73,804
Q3 2024 Reduced 0.31%
$0
$5.38 Billion 0.68% of portfolio
90,822
Q3 2024 Added 2.24%
$0
$3.06 Billion 0.39% of portfolio
17,070
Q3 2024 Reduced 0.07%
$0
$2.66 Billion 0.34% of portfolio
30,360
Q3 2024 Added 1.62%
$0
$2 Billion 0.25% of portfolio
21,533
Q3 2024 Reduced 1.64%

Summary

  • Portfolio
  • No. of Stocks 15
  • Current Value $792 Billion
  • Prior Value $750 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 30, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 0 stocks
  • Additional Purchases 4 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 10 stocks
Track This Portfolio

Track Oak Root LLC Portfolio

Follow Oak Root LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Oak Root LLC, based on Form 13F filings with the SEC.

News

Stay updated on Oak Root LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email