Parkwoods Wealth Partners, LLC Portfolio Holdings

Parkwoods Wealth Partners, LLC

  • $122 Billion
  • Q3 2024

Parkwoods Wealth Partners, LLC has filed its 13F form on November 07, 2024 for Q3 2024 where it was disclosed a total value porftolio of $122 Billion distributed in 31 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Target with a value of $31.5B, Dimensional ETF Tr Us Marketwi with a value of $26.4B, Dimensional ETF Tr U S Equity with a value of $23.5B, Dimensional ETF Tr with a value of $15.2B, and Dimensional ETF Tr U S Small C with a value of $13.8B.

Examining the 13F form we can see an increase of $122B in the current position value.

Parkwoods Wealth Partners, LLC is based out at Syracuse, NY

Below you can find more details about Parkwoods Wealth Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $122 Billion
ETFs: $113 Billion
Financial Services: $2.49 Billion
Technology: $2.35 Billion
Industrials: $1.28 Billion
Healthcare: $524 Million
Consumer Defensive: $519 Million
Consumer Cyclical: $467 Million
Utilities: $284 Million
Other: $224 Million

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.25T
$1.51 Billion 1.24% of portfolio
3,511
Q3 2024 New
$730B
$524 Million 0.43% of portfolio
591
Q3 2024 New
$4.09T
$367 Million 0.3% of portfolio
1,577
Q3 2024 New
$519B
$279 Million 0.23% of portfolio
1,015
Q3 2024 New
$231B
$271 Million 0.22% of portfolio
767
Q3 2024 New
$697B
$234 Million 0.19% of portfolio
1,110
Q3 2024 New
$215B
$216 Million 0.18% of portfolio
710
Q3 2024 New
$441B
$224 Million 0.18% of portfolio
1,914
Q3 2024 New
$422B
$206 Million 0.17% of portfolio
232
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 31
  • Current Value $122 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 07, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 31 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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