Grove Street Fiduciary, LLC Portfolio Holdings

Grove Street Fiduciary, LLC

  • $190 Billion
  • Q4 2024

Grove Street Fiduciary, LLC has filed its 13F form on February 03, 2025 for Q4 2024 where it was disclosed a total value porftolio of $190 Billion distributed in 58 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Emqq Emerging Markets Internet with a value of $31.9B, Vanguard Mid Cap Value Index F with a value of $23.3B, Vanguard Total International B with a value of $15.2B, Schwab Strategic Us Tips ETF with a value of $14.1B, and Exchange Traded Concpts Tr Fmq with a value of $13.4B.

Examining the 13F form we can see an increase of $190B in the current position value.

Grove Street Fiduciary, LLC is based out at Peterborough, NH

Below you can find more details about Grove Street Fiduciary, LLC portfolio as well as his latest detailed transactions.

Portfolio value $190 Billion
ETFs: $167 Billion
Technology: $4.4 Billion
Financial Services: $2.76 Billion
Consumer Cyclical: $1 Billion
Communication Services: $744 Million
Industrials: $640 Million
Consumer Defensive: $242 Million

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.06T
$1.3 Billion 0.68% of portfolio
3,076
Q4 2024 New
$3.66T
$1.17 Billion 0.62% of portfolio
4,688
Q4 2024 New
$783B
$1.12 Billion 0.59% of portfolio
4,673
Q4 2024 New
$610B
$876 Million 0.46% of portfolio
1,933
Q4 2024 New
$291B
$759 Million 0.4% of portfolio
5,651
Q4 2024 New
$234B
$539 Million 0.28% of portfolio
2,454
Q4 2024 New
$418B
$446 Million 0.23% of portfolio
1,146
Q4 2024 New
$2.42T
$332 Million 0.17% of portfolio
1,513
Q4 2024 New
$223B
$311 Million 0.16% of portfolio
1,866
Q4 2024 New
$1.55T
$278 Million 0.15% of portfolio
474
Q4 2024 New
$297B
$265 Million 0.14% of portfolio
3,766
Q4 2024 New
$1.23T
$243 Million 0.13% of portfolio
1,276
Q4 2024 New
$400B
$242 Million 0.13% of portfolio
1,443
Q4 2024 New
$1.22T
$224 Million 0.12% of portfolio
1,182
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 58
  • Current Value $190 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 03, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 58 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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