Apcm Wealth Management For Individuals has filed its 13F form on April 18, 2024 for Q1 2024 where it was disclosed a total value porftolio of $661 Million distributed in 126 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $158M, Vanguard Bd Index Fd Inc Total with a value of $72.3M, Ishares Core S&P Mid Cap ETF with a value of $58.9M, Ishares Tr with a value of $40.5M, and Flexshares Stoxx Global Broad with a value of $38.5M.

Examining the 13F form we can see an increase of $61.4M in the current position value, from $600M to 661M.

Below you can find more details about Apcm Wealth Management For Individuals portfolio as well as his latest detailed transactions.

Portfolio value $661 Million
ETFs: $647 Million
Consumer Defensive: $4.37 Million
Technology: $4.35 Million
Financial Services: $2.48 Million
Consumer Cyclical: $1.4 Million
Energy: $1.07 Million
Communication Services: $367,000
Healthcare: $285,000
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 126
  • Current Value $661 Million
  • Prior Value $600 Million
  • Filing
  • Period Q1 2024
  • Filing Date April 18, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 23 stocks
  • Additional Purchases 34 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 35 stocks
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