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 ETFs Only

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%
$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%
$0
$1.09 Million 0.17% of portfolio
59,162
Q4 2024 Added 117.63%
$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%
$0
$642,000 0.1% of portfolio
24,112
Q4 2024 Added 4.78%
$0
$488,000 0.08% of portfolio
21,501
Q4 2024 Added 189.89%
$0
$426,000 0.07% of portfolio
6,038
Q4 2024 Reduced 9.01%
$0
$317,000 0.05% of portfolio
9,006
Q4 2024 Reduced 94.86%
$0
$297,000 0.05% of portfolio
7,743
Q4 2024 Added 6.43%
$0
$234,000 0.04% of portfolio
838
Q4 2024 Reduced 1.99%
$0
$226,000 0.04% of portfolio
9,574
Q3 2024 Added 0.32%
$0
$215,000 0.03% of portfolio
3,527
Q3 2024 Reduced 9.93%

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
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