Amara Financial, Llc. Portfolio Holdings

Amara Financial, Llc.

  • $108 Billion
  • Q4 2024

Amara Financial, Llc. has filed its 13F form on February 06, 2025 for Q4 2024 where it was disclosed a total value porftolio of $108 Billion distributed in 47 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Mega Cap Growth ETF with a value of $24.3B, Vanguard Dividend Appreciation with a value of $15.4B, Vanguard Ftse Developed Market with a value of $11.1B, Vanguard Mid Cap ETF with a value of $7.12B, and Ishares Tr Msci Eafe ETF with a value of $5.49B.

Examining the 13F form we can see an increase of $3.85B in the current position value, from $105B to 108B.

Amara Financial, Llc. is based out at San Francisco, CA

Below you can find more details about Amara Financial, Llc. portfolio as well as his latest detailed transactions.

Portfolio value $108 Billion
ETFs: $105 Billion
Healthcare: $748 Million
Technology: $632 Million
Consumer Cyclical: $241 Million
Communication Services: $201 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$24.3 Billion 22.41% of portfolio
70,704
Q4 2024 Added 4.66%
$0
$15.4 Billion 14.24% of portfolio
78,795
Q4 2024 Added 3.51%
$0
$11.1 Billion 10.29% of portfolio
233,148
Q4 2024 Added 19.13%
$0
$7.12 Billion 6.57% of portfolio
26,953
Q4 2024 Added 7.16%
$0
$5.49 Billion 5.07% of portfolio
72,656
Q4 2024 Added 1.32%
$0
$5.48 Billion 5.06% of portfolio
43,893
Q4 2024 Reduced 6.57%
$0
$5.46 Billion 5.04% of portfolio
95,341
Q4 2024 Added 6.74%
$0
$4.77 Billion 4.4% of portfolio
41,390
Q4 2024 Added 5.43%
$0
$3.82 Billion 3.53% of portfolio
73,908
Q4 2024 Reduced 6.78%
$0
$2.92 Billion 2.69% of portfolio
17,242
Q4 2024 Added 0.06%
$0
$2.84 Billion 2.62% of portfolio
101,805
Q4 2024 Added 296.17%
$0
$2.26 Billion 2.09% of portfolio
36,264
Q4 2024 Reduced 0.62%
$3.95B
$1.26 Billion 1.16% of portfolio
50,370
Q4 2024 Added 10.6%
$0
$1.09 Billion 1.01% of portfolio
21,962
Q4 2024 Added 0.34%
$0
$982 Million 0.91% of portfolio
1,676
Q4 2024 Added 0.3%
$0
$902 Million 0.83% of portfolio
15,901
Q4 2024 Added 6.48%
$0
$818 Million 0.75% of portfolio
15,657
Q4 2024 Added 14.26%
$91.2B
$794 Million 0.73% of portfolio
3,278
Q4 2024 Reduced 5.31%
$0
$734 Million 0.68% of portfolio
1,788
Q4 2024 Added 0.11%
$0
$718 Million 0.66% of portfolio
1,333
Q4 2024 Added 0.53%
$0
$559 Million 0.52% of portfolio
2,929
Q4 2024 Added 0.55%
$0
$546 Million 0.5% of portfolio
2,272
Q4 2024 Added 4.51%
$0
$526 Million 0.49% of portfolio
5,343
Q4 2024 Added 1.0%
$1.43B
$523 Million 0.48% of portfolio
4,767
Q4 2024 Reduced 11.51%
$3.01B
$495 Million 0.46% of portfolio
5,450
Q3 2024 New
$0
$484 Million 0.45% of portfolio
16,198
Q4 2024 Reduced 50.1%
$0
$386 Million 0.36% of portfolio
7,616
Q4 2024 New
$0
$392 Million 0.36% of portfolio
11,975
Q4 2024 Reduced 38.18%
$0
$375 Million 0.35% of portfolio
1,477
Q4 2024 Added 0.14%
$0
$355 Million 0.33% of portfolio
5,399
Q4 2024 Added 0.02%
$0
$354 Million 0.33% of portfolio
8,463
Q4 2024 Reduced 1.02%
$0
$339 Million 0.31% of portfolio
3,121
Q4 2024 Added 0.48%
$0
$328 Million 0.3% of portfolio
13,439
Q4 2024 New
$3.08T
$322 Million 0.3% of portfolio
764
Q3 2024 New
$0
$325 Million 0.3% of portfolio
2,399
Q4 2024 Added 0.25%
$0
$322 Million 0.3% of portfolio
1,993
Q4 2024 Added 0.61%
$0
$325 Million 0.3% of portfolio
3,695
Q4 2024 Added 0.14%
$3.74T
$310 Million 0.29% of portfolio
1,239
Q4 2024 Added 0.08%
$0
$279 Million 0.26% of portfolio
4,049
Q4 2024 Added 0.17%
$0
$260 Million 0.24% of portfolio
6,174
Q4 2024 Added 3.16%
$73.1B
$253 Million 0.23% of portfolio
5,632
Q3 2024 New
$0
$233 Million 0.22% of portfolio
3,320
Q4 2024 Added 0.7%
$1.19T
$241 Million 0.22% of portfolio
597
Q4 2024 New
$0
$232 Million 0.21% of portfolio
577
Q3 2024 New
$1.23T
$201 Million 0.19% of portfolio
1,064
Q4 2024 New
$0
$205 Million 0.19% of portfolio
8,857
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 47
  • Current Value $108 Billion
  • Prior Value $105 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 06, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 5 stocks
  • Additional Purchases 29 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 9 stocks
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