Black Point Wealth Management Portfolio Holdings

Black Point Wealth Management

  • $86.3 Billion
  • Q3 2024

Black Point Wealth Management has filed its 13F form on October 18, 2024 for Q3 2024 where it was disclosed a total value porftolio of $86.3 Billion distributed in 43 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc Class B with a value of $26.2B, Microsoft Corp with a value of $19.6B, Sprott Physical Gold Trust with a value of $6.59B, Berkshire Hathaway Inc with a value of $4.84B, and Dimensional ETF Tr U S Core Eq with a value of $4.64B.

Examining the 13F form we can see an decrease of $10.2B in the current position value, from $96.5B to 86.3B.

Black Point Wealth Management is based out at Naples, FL

Below you can find more details about Black Point Wealth Management portfolio as well as his latest detailed transactions.

Portfolio value $86.3 Billion
Financial Services: $39.2 Billion
Technology: $22 Billion
ETFs: $20.1 Billion
Energy: $518 Million
Consumer Cyclical: $423 Million
Communication Services: $375 Million
Healthcare: $278 Million
Industrials: $211 Million
Other: $0

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$6.59 Billion 7.64% of portfolio
323,524
Q3 2024 Reduced 0.42%
$0
$862 Million 1.0% of portfolio
57,039
Q3 2024 Added 47.17%
$0
$722 Million 0.84% of portfolio
29,468
Q3 2024 Reduced 3.6%
$0
$131 Million 0.15% of portfolio
12,500
Q3 2024 Reduced 10.71%

Summary

  • Portfolio
  • No. of Stocks 43
  • Current Value $86.3 Billion
  • Prior Value $96.5 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 18, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 2 stocks
  • Additional Purchases 14 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 16 stocks
Track This Portfolio

Track Black Point Wealth Management Portfolio

Follow Black Point Wealth Management 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 Black Point Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Black Point Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email