Ted Buchan & CO has filed its 13F form on November 01, 2024 for Q3 2024 where it was disclosed a total value porftolio of $211 Billion distributed in 85 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core U.S. Aggregate Bo with a value of $19.1B, Invesco Exchange Traded Fd Tr with a value of $14.1B, Ishares Barclays 1 3 Year Trea with a value of $11.9B, Ishares Core S&P 500 ETF with a value of $10.8B, and Ishares Tr Tips Bd ETF with a value of $10.6B.

Examining the 13F form we can see an increase of $24.4B in the current position value, from $186B to 211B.

Ted Buchan & CO is based out at San Diego, CA

Below you can find more details about Ted Buchan & CO portfolio as well as his latest detailed transactions.

Portfolio value $211 Billion
ETFs: $147 Billion
Technology: $21.3 Billion
Consumer Cyclical: $7.46 Billion
Financial Services: $6.52 Billion
Healthcare: $6.1 Billion
Energy: $4.6 Billion
Consumer Defensive: $3.85 Billion
Communication Services: $3.72 Billion
Other: $4.3 Billion

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

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

Summary

  • Portfolio
  • No. of Stocks 85
  • Current Value $211 Billion
  • Prior Value $186 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 01, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 5 stocks
  • Additional Purchases 38 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 27 stocks
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