Osprey Private Wealth LLC has filed its 13F form on January 27, 2025 for Q4 2024 where it was disclosed a total value porftolio of $143 Billion distributed in 48 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $9.35B, Alphabet Inc. with a value of $8.79B, Meta Platforms, Inc. with a value of $7.79B, Visa Inc. with a value of $6.91B, and Jpmorgan Chase & CO with a value of $6.87B.

Examining the 13F form we can see an increase of $483M in the current position value, from $143B to 143B.

Osprey Private Wealth LLC is based out at New York, NY

Below you can find more details about Osprey Private Wealth LLC portfolio as well as his latest detailed transactions.

Portfolio value $143 Billion
Financial Services: $35.1 Billion
Technology: $28 Billion
Communication Services: $22.2 Billion
Healthcare: $21.5 Billion
Consumer Cyclical: $13.9 Billion
Industrials: $11.8 Billion
Consumer Defensive: $6.32 Billion
Basic Materials: $2.81 Billion
Other: $1.6 Billion

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

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

Summary

  • Portfolio
  • No. of Stocks 48
  • Current Value $143 Billion
  • Prior Value $143 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 27, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 1 stocks
  • Additional Purchases 31 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 3 stocks
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