Annis Gardner Whiting Capital Advisors, LLC Portfolio Holdings
Annis Gardner Whiting Capital Advisors, LLC
- $355 Billion
- Q3 2024
Annis Gardner Whiting Capital Advisors, LLC has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $355 Billion distributed in 730 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr Msci Eafe ETF with a value of $60.8B, Vanguard Total Stock Market Et with a value of $26.7B, Vanguard Star Fd Vanguard Tota with a value of $16.2B, Ishares Russell 2000 ETF with a value of $11.1B, and Microsoft Corp with a value of $10.7B.
Examining the 13F form we can see an increase of $3.2B in the current position value, from $352B to 355B.
Annis Gardner Whiting Capital Advisors, LLC is based out at Tampa, FL
Below you can find more details about Annis Gardner Whiting Capital Advisors, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 730
- Current Value $355 Billion
- Prior Value $352 Billion
- Filing
- Period Q3 2024
- Filing Date November 14, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 28 stocks
- Additional Purchases 108 stocks
- Sold out of 0 stocks
- Reduced holdings in 339 stocks