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.
Portfolio value
$113 Million
ETFs: $54.2 Million
Financial Services: $39.4 Million
Technology: $7.22 Million
Consumer Cyclical: $3.36 Million
N/A: $1.67 Million
Communication Services: $1.23 Million
Consumer Defensive: $699,000
Healthcare: $543,000
Other: $733,000
Stock Holdings Table Market Cap. of Under $50 Millions
