626 Financial, LLC Portfolio Holdings
626 Financial, LLC
- $179 Million
- Q4 2024
626 Financial, LLC has filed its 13F form on January 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $179 Million distributed in 109 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Wisdomtree Tr U.S Total Divide with a value of $23M, Stryker Corp with a value of $21.3M, Apple Inc. with a value of $12.7M, Microsoft Corp with a value of $8.04M, and Amazon Com Inc with a value of $7.94M.
Examining the 13F form we can see an increase of $2.58M in the current position value, from $177M to 179M.
Below you can find more details about 626 Financial, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$179 Million
ETFs: $76.7 Million
Technology: $32.5 Million
Healthcare: $28 Million
Consumer Cyclical: $11 Million
Communication Services: $10.1 Million
Financial Services: $7.34 Million
Consumer Defensive: $6.53 Million
Industrials: $4.88 Million
Other: $2.13 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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