5 T Wealth, LLC has filed its 13F form on January 31, 2025 for Q4 2024 where it was disclosed a total value porftolio of $183 Billion distributed in 97 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core Total Usd Bond Ma with a value of $16B, Ishares Msci Usa Quality Facto with a value of $12.6B, J P Morgan Exchg Traded Fd with a value of $10.3B, Ishares Core S&P 500 ETF with a value of $10B, and Capital Group Growth ETF Shs C with a value of $5.47B.

Examining the 13F form we can see an increase of $183B in the current position value.

5 T Wealth, LLC is based out at Napa, CA

Below you can find more details about 5 T Wealth, LLC portfolio as well as his latest detailed transactions.

Portfolio value $183 Billion
ETFs: $151 Billion
Technology: $13.1 Billion
Communication Services: $1.94 Billion
Financial Services: $1.93 Billion
Consumer Cyclical: $1.24 Billion
Consumer Defensive: $1.17 Billion
Energy: $644 Million
Industrials: $470 Million
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 97
  • Current Value $183 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 31, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 96 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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