Apcm Wealth Management For Individuals Portfolio Holdings

Apcm Wealth Management For Individuals

  • $643 Million
  • Q4 2024

Apcm Wealth Management For Individuals has filed its 13F form on January 29, 2025 for Q4 2024 where it was disclosed a total value porftolio of $643 Million distributed in 64 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 $159M, Vanguard Bd Index Fd Inc Total with a value of $73.9M, Ishares Core S&P Mid Cap ETF with a value of $60.1M, Ishares Tr with a value of $37.7M, and Flexshares Stoxx Global Broad with a value of $37.6M.

Examining the 13F form we can see an decrease of $20.5M in the current position value, from $664M to 643M.

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

Portfolio value $643 Million
ETFs: $633 Million
Technology: $3.64 Million
Financial Services: $2.98 Million
Consumer Cyclical: $1.65 Million
Consumer Defensive: $906,000
Energy: $875,000
Communication Services: $456,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$159 Million 24.77% of portfolio
271,805
Q4 2024 Reduced 0.5%
$0
$73.9 Million 11.48% of portfolio
1,027,142
Q4 2024 Added 2.57%
$0
$60.1 Million 9.35% of portfolio
965,331
Q4 2024 Added 6.41%
$0
$37.7 Million 5.86% of portfolio
536,593
Q4 2024 Added 2.05%
$0
$37.6 Million 5.85% of portfolio
693,802
Q4 2024 Added 0.05%
$0
$28.4 Million 4.42% of portfolio
579,265
Q4 2024 Added 1.73%
$0
$27.7 Million 4.3% of portfolio
240,297
Q4 2024 Added 0.79%
$0
$26 Million 4.04% of portfolio
484,064
Q4 2024 Added 1.34%
$0
$20.6 Million 3.2% of portfolio
219,921
Q4 2024 Added 34.75%
$0
$19.2 Million 2.99% of portfolio
180,479
Q4 2024 Reduced 2.43%
$0
$17.5 Million 2.72% of portfolio
367,340
Q4 2024 Added 3.07%
$0
$14.4 Million 2.24% of portfolio
304,528
Q4 2024 Added 38.74%
$0
$13.5 Million 2.1% of portfolio
174,644
Q4 2024 Added 2.12%
$0
$12.8 Million 1.98% of portfolio
406,088
Q4 2024 Reduced 1.07%
$0
$11.9 Million 1.86% of portfolio
465,864
Q4 2024 Reduced 0.29%
$0
$11.2 Million 1.74% of portfolio
231,757
Q4 2024 Added 3.12%
$0
$6.99 Million 1.09% of portfolio
104,207
Q4 2024 Added 3.35%
$0
$6.45 Million 1.0% of portfolio
65,467
Q4 2024 Reduced 43.72%
$0
$5.93 Million 0.92% of portfolio
127,678
Q4 2024 Added 2.29%
$0
$5.16 Million 0.8% of portfolio
122,686
Q4 2024 Added 3.74%
$0
$4.62 Million 0.72% of portfolio
68,982
Q4 2024 Reduced 53.74%
$0
$4.5 Million 0.7% of portfolio
191,875
Q4 2024 Added 705.69%
$0
$2.91 Million 0.45% of portfolio
42,228
Q4 2024 Added 0.69%
$3.74T
$2.19 Million 0.34% of portfolio
8,761
Q4 2024 Reduced 32.42%
$0
$2.12 Million 0.33% of portfolio
27,815
Q4 2024 Added 3.44%
$0
$1.66 Million 0.26% of portfolio
78,802
Q4 2024 Added 30.3%
$0
$1.46 Million 0.23% of portfolio
43,830
Q4 2024 Added 0.33%
$0
$1.41 Million 0.22% of portfolio
62,012
Q4 2024 Added 111.62%
$0
$1.38 Million 0.21% of portfolio
25,269
Q4 2024 Added 4.03%
$3.07T
$1.18 Million 0.18% of portfolio
2,800
Q4 2024 Reduced 0.78%
$0
$1.09 Million 0.17% of portfolio
59,162
Q4 2024 Added 117.63%
$506M
$1 Million 0.16% of portfolio
12,860
Q4 2024 Reduced 10.48%
$0
$938,000 0.15% of portfolio
5,541
Q4 2024 Reduced 0.41%
$0
$996,000 0.15% of portfolio
2,429
Q4 2024 Reduced 0.41%
$0
$683,000 0.11% of portfolio
2,358
Q4 2024 Reduced 1.71%
$0
$643,000 0.1% of portfolio
14,316
Q4 2024 Added 4.63%
$2.47T
$673,000 0.1% of portfolio
3,070
Q4 2024 Reduced 0.87%
$0
$642,000 0.1% of portfolio
24,112
Q4 2024 Added 4.78%
$458B
$554,000 0.09% of portfolio
5,159
Q4 2024 Reduced 3.5%
$1.24T
$571,000 0.09% of portfolio
1,415
Q4 2024 Reduced 11.12%
$0
$488,000 0.08% of portfolio
21,501
Q4 2024 Added 189.89%
$198B
$429,000 0.07% of portfolio
2,822
Q4 2024 Reduced 5.27%
$0
$426,000 0.07% of portfolio
6,038
Q4 2024 Reduced 9.01%
$302B
$441,000 0.07% of portfolio
6,284
Q4 2024 Reduced 10.19%
$608B
$462,000 0.07% of portfolio
1,020
Q4 2024 Reduced 1.92%
$452B
$477,000 0.07% of portfolio
521
Q4 2024 Added 0.19%
$213B
$355,000 0.06% of portfolio
1,225
Q4 2024 Reduced 1.05%
$44.3B
$321,000 0.05% of portfolio
6,500
Q1 2024 New
$121B
$344,000 0.05% of portfolio
2,000
Q4 2024 Reduced 33.33%

Summary

  • Portfolio
  • No. of Stocks 64
  • Current Value $643 Million
  • Prior Value $664 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 29, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 0 stocks
  • Additional Purchases 31 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 24 stocks
Track This Portfolio

Track Apcm Wealth Management For Individuals Portfolio

Follow Apcm Wealth Management For Individuals and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Apcm Wealth Management For Individuals, based on Form 13F filings with the SEC.

News

Stay updated on Apcm Wealth Management For Individuals with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email