Noble Wealth Management Pbc Portfolio Holdings
Noble Wealth Management Pbc
- $113 Million
- Q1 2025
Noble Wealth Management Pbc has filed its 13F form on April 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $113 Million distributed in 498 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $5.24M, First Tr Ex Td Viii Ft Cboe Ve with a value of $3.41M, Ishares Core S&P Sm Cap ETF with a value of $3.33M, Spdr Gold Trust with a value of $3.02M, and Invesco S&P Smallcap Momentum with a value of $2.97M.
Examining the 13F form we can see an decrease of $144B in the current position value, from $144B to 113M. Also it can be appreciated an additional of 61 stocks purchases and 2 closed positions.
Noble Wealth Management Pbc is based out at Greenwood Village, CO
Below you can find more details about Noble Wealth Management Pbc portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 498
- Current Value $113 Million
- Prior Value $144 Billion
- Filing
- Period Q1 2025
- Filing Date April 15, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 61 stocks
- Additional Purchases 68 stocks
- Sold out of 2 stocks
- Reduced holdings in 130 stocks