Acg Wealth Portfolio Holdings
Acg Wealth
- $437 Million
- Q3 2022
Acg Wealth has filed its 13F form on November 03, 2022 for Q3 2022 where it was disclosed a total value porftolio of $437 Million distributed in 246 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $28.3M, Janus Henderson Short Duration with a value of $15.4M, Pacer Fds Tr Us Cash Cows 100 with a value of $12.7M, American Centy ETF Tr Stoxx Us with a value of $12.6M, and Microsoft Corp with a value of $10.8M.
Examining the 13F form we can see an decrease of $52.4M in the current position value, from $490M to 437M.
Below you can find more details about Acg Wealth portfolio as well as his latest detailed transactions.
Portfolio value
$437 Million
ETFs: $190 Million
Technology: $72.1 Million
Healthcare: $35.3 Million
Consumer Cyclical: $28.8 Million
Financial Services: $27 Million
Industrials: $22.5 Million
Consumer Defensive: $14.8 Million
Communication Services: $13.1 Million
Other: $30.4 Million
Stock Holdings Table Companies Only
Summary
- Portfolio
- No. of Stocks 246
- Current Value $437 Million
- Prior Value $490 Million
- Filing
- Period Q3 2022
- Filing Date November 03, 2022
- Form Type 13F-HR
- Activity in Q3 2022
- New Purchases 3 stocks
- Additional Purchases 117 stocks
- Sold out of 0 stocks
- Reduced holdings in 93 stocks