Ade, LLC Portfolio Holdings
Ade, LLC
- $160 Million
- Q4 2024
Ade, LLC has filed its 13F form on January 16, 2025 for Q4 2024 where it was disclosed a total value porftolio of $160 Million distributed in 81 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $23.9M, Ishares Core S&P 500 ETF with a value of $17.4M, Vanguard Total International B with a value of $13.9M, Vanguard Ftse Developed Market with a value of $12.4M, and Ishares National Muni Bond ETF with a value of $7.96M.
Examining the 13F form we can see an increase of $320K in the current position value, from $160M to 160M.
Below you can find more details about Ade, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$160 Million
ETFs: $137 Million
Technology: $8.6 Million
Financial Services: $3.45 Million
Consumer Defensive: $3.38 Million
Industrials: $2.58 Million
Consumer Cyclical: $1.88 Million
Energy: $1.21 Million
Healthcare: $1.19 Million
Other: $1.18 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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