Stonekeep Investments, LLC has filed its 13F form on October 10, 2024 for Q3 2024 where it was disclosed a total value porftolio of $130 Billion distributed in 52 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Wisdomtree Floating Rate Treas with a value of $24.7B, Schwab Strategic Tr Us Broad M with a value of $17.8B, Ishares Trishares 0 3 Mnth Tre with a value of $16B, Vanguard Total Stock Market Et with a value of $9.34B, and Schwab Strategic Tr Intl Eqty with a value of $5.5B.

Examining the 13F form we can see an increase of $6.2B in the current position value, from $123B to 130B.

Stonekeep Investments, LLC is based out at Sante Fe, NM

Below you can find more details about Stonekeep Investments, LLC portfolio as well as his latest detailed transactions.

Portfolio value $130 Billion
ETFs: $108 Billion
Technology: $7.38 Billion
Consumer Cyclical: $6.67 Billion
Communication Services: $3.81 Billion
Financial Services: $1.49 Billion
Healthcare: $771 Million
Consumer Defensive: $619 Million
Utilities: $383 Million
Other: $419 Million

Stock Holdings Table

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

Summary

  • Portfolio
  • No. of Stocks 52
  • Current Value $130 Billion
  • Prior Value $123 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 10, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 6 stocks
  • Additional Purchases 31 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 6 stocks
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