Apcm Wealth Management For Individuals Portfolio Holdings

Apcm Wealth Management For Individuals

  • $638 Million
  • Q1 2025

Apcm Wealth Management For Individuals has filed its 13F form on May 01, 2025 for Q1 2025 where it was disclosed a total value porftolio of $638 Million distributed in 59 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 $153M, Vanguard Bd Index Fd Inc Total with a value of $74.8M, Ishares Core S&P Mid Cap ETF with a value of $61.2M, Flexshares Stoxx Global Broad with a value of $41.1M, and Ishares Tr with a value of $34.2M.

Examining the 13F form we can see an decrease of $5.24M in the current position value, from $643M to 638M.

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

Portfolio value $638 Million
ETFs: $626 Million
Financial Services: $5.41 Million
Technology: $2.8 Million
Energy: $1.06 Million
Consumer Cyclical: $1.05 Million
Consumer Defensive: $1.02 Million
Communication Services: $276,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$153 Million 23.96% of portfolio
273,269
Q1 2025 Added 0.54%
$0
$74.8 Million 11.73% of portfolio
1,018,923
Q1 2025 Reduced 0.8%
$0
$61.2 Million 9.59% of portfolio
1,048,052
Q1 2025 Added 8.57%
$0
$41.1 Million 6.44% of portfolio
713,204
Q1 2025 Added 2.8%
$0
$34.2 Million 5.36% of portfolio
452,052
Q1 2025 Reduced 15.76%
$0
$28.5 Million 4.47% of portfolio
910,206
Q1 2025 Added 124.14%
$0
$25.8 Million 4.05% of portfolio
481,410
Q1 2025 Reduced 0.55%
$0
$25.1 Million 3.93% of portfolio
513,862
Q1 2025 Reduced 11.29%
$0
$21.8 Million 3.41% of portfolio
231,686
Q1 2025 Added 5.35%
$0
$21 Million 3.29% of portfolio
200,982
Q1 2025 Reduced 16.36%
$0
$17.3 Million 2.71% of portfolio
333,532
Q1 2025 Reduced 9.2%
$0
$17.2 Million 2.69% of portfolio
162,740
Q1 2025 Reduced 9.83%
$0
$14.9 Million 2.33% of portfolio
190,124
Q1 2025 Added 8.86%
$0
$13.7 Million 2.15% of portfolio
288,674
Q1 2025 Reduced 5.21%
$0
$12.1 Million 1.9% of portfolio
242,769
Q1 2025 Added 4.75%
$0
$8.69 Million 1.36% of portfolio
172,263
Q1 2025 Added 1.97%
$0
$7.48 Million 1.17% of portfolio
109,064
Q1 2025 Added 4.66%
$0
$6.03 Million 0.94% of portfolio
126,914
Q1 2025 Reduced 0.6%
$0
$4.47 Million 0.7% of portfolio
116,334
Q1 2025 Reduced 5.18%
$0
$4.33 Million 0.68% of portfolio
109,572
Q1 2025 New
$0
$4.18 Million 0.66% of portfolio
178,515
Q1 2025 Reduced 6.96%
$53.2B
$3.27 Million 0.51% of portfolio
55,381
Q1 2025 New
$0
$2.92 Million 0.46% of portfolio
44,407
Q1 2025 Added 5.16%
$502M
$2.01 Million 0.31% of portfolio
27,429
Q1 2025 Added 113.29%
$0
$1.88 Million 0.29% of portfolio
22,971
Q1 2025 Reduced 17.42%
$0
$1.77 Million 0.28% of portfolio
82,382
Q1 2025 Added 4.54%
$3.26T
$1.79 Million 0.28% of portfolio
8,049
Q1 2025 Reduced 8.13%
$442B
$1.6 Million 0.25% of portfolio
2
Q1 2025 New
$0
$1.53 Million 0.24% of portfolio
66,274
Q1 2025 Added 6.87%
$0
$1.5 Million 0.23% of portfolio
42,882
Q1 2025 Reduced 2.16%
$0
$1.28 Million 0.2% of portfolio
25,040
Q1 2025 Reduced 0.91%
$0
$1.15 Million 0.18% of portfolio
58,307
Q1 2025 Reduced 1.45%
$3.51T
$1.02 Million 0.16% of portfolio
2,707
Q1 2025 Reduced 3.32%
$0
$923,000 0.14% of portfolio
5,348
Q1 2025 Reduced 3.48%
$0
$891,000 0.14% of portfolio
22,642
Q1 2025 Added 192.42%
$0
$832,000 0.13% of portfolio
2,245
Q1 2025 Reduced 7.58%
$0
$678,000 0.11% of portfolio
7,410
Q1 2025 Reduced 88.68%
$0
$686,000 0.11% of portfolio
24,892
Q1 2025 Added 3.23%
$447B
$613,000 0.1% of portfolio
5,157
Q1 2025 Reduced 0.04%
$0
$571,000 0.09% of portfolio
2,081
Q1 2025 Reduced 11.75%
$0
$606,000 0.09% of portfolio
14,883
Q1 2025 Added 3.96%
$446B
$602,000 0.09% of portfolio
637
Q1 2025 Added 22.26%
$648B
$595,000 0.09% of portfolio
1,118
Q1 2025 Added 9.61%
$182B
$416,000 0.07% of portfolio
2,778
Q1 2025 Reduced 1.56%
$40.9B
$444,000 0.07% of portfolio
9,000
Q1 2025 Added 38.46%
$286B
$433,000 0.07% of portfolio
6,040
Q1 2025 Reduced 3.88%
$2.22T
$424,000 0.07% of portfolio
2,233
Q1 2025 Reduced 27.26%
$0
$394,000 0.06% of portfolio
18,328
Q1 2025 Reduced 14.76%
$221B
$383,000 0.06% of portfolio
1,228
Q1 2025 Added 0.24%

Summary

  • Portfolio
  • No. of Stocks 59
  • Current Value $638 Million
  • Prior Value $643 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 01, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 6 stocks
  • Additional Purchases 21 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 27 stocks
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