Somnio Financial Group, LLC Portfolio Holdings

Somnio Financial Group, LLC

  • $125 Billion
  • Q4 2024

Somnio Financial Group, LLC has filed its 13F form on January 02, 2025 for Q4 2024 where it was disclosed a total value porftolio of $125 Billion distributed in 14 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $33.4B, Vanguard Ftse All World Ex Us with a value of $22.2B, Vanguard Mid Cap ETF with a value of $11.6B, Ishares Core U.S. Aggregate Bo with a value of $10.9B, and Vanguard Specialized Funds Van with a value of $10.2B.

Examining the 13F form we can see an increase of $2.51B in the current position value, from $123B to 125B.

Somnio Financial Group, LLC is based out at Glastonbury, CT

Below you can find more details about Somnio Financial Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $125 Billion
ETFs: $124 Billion
Consumer Cyclical: $284 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$418B
$284 Million 0.23% of portfolio
731
Q2 2024 New

Summary

  • Portfolio
  • No. of Stocks 14
  • Current Value $125 Billion
  • Prior Value $123 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 02, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 1 stocks
  • Additional Purchases 12 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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