Potentia Wealth Portfolio Holdings

Potentia Wealth

$213 Billion
Q1 2025

Potentia Wealth has filed its 13F form on May 09, 2025 for Q1 2025 where it was disclosed a total value porftolio of $213 Billion distributed in 90 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $48.6B, Spdr Portfolio S&P 500 Value E with a value of $19.9B, Apple Inc. with a value of $12.7B, Blackstone Secured Lending Fund with a value of $9.22B, and Berkshire Hathaway Inc Class B with a value of $8.59B.

Examining the 13F form we can see an decrease of $11.7B in the current position value, from $225B to 213B.

Potentia Wealth is based out at San Jose, CA

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

Portfolio value $213 Billion

ETFs: $129 Billion

Technology: $28.7 Billion

Financial Services: $21.9 Billion

Communication Services: $5.25 Billion

Consumer Cyclical: $3.5 Billion

Healthcare: $2.79 Billion

Consumer Defensive: $2.02 Billion

Industrials: $1.89 Billion

Other: $2.77 Billion

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
HE Hawaiian Electric Industries Inc Utilities	$1.13B	$185 Million 0.09% of portfolio	16,851	Q1 2025 Reduced 37.6%

Summary

Portfolio
No. of Stocks 90
Current Value $213 Billion
Prior Value $225 Billion
Filing
Period Q1 2025
Filing Date May 09, 2025
Form Type 13F-HR
Activity in Q1 2025
New Purchases 1 stocks
Additional Purchases 25 stocks
Sold out of 0 stocks
Reduced holdings in 34 stocks

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Potentia Wealth, based on Form 13F filings with the SEC.

News

Stay updated on Potentia Wealth with notifications on news.

Account