Apcm Wealth Management For Individuals Portfolio Holdings

Apcm Wealth Management For Individuals

  • $664 Million
  • Q3 2024

Apcm Wealth Management For Individuals has filed its 13F form on November 04, 2024 for Q3 2024 where it was disclosed a total value porftolio of $664 Million distributed in 113 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 $157M, Vanguard Bd Index Fd Inc Total with a value of $75.2M, Ishares Core S&P Mid Cap ETF with a value of $56.5M, Flexshares Stoxx Global Broad with a value of $41.2M, and Ishares Tr with a value of $41M.

Examining the 13F form we can see an increase of $19.6M in the current position value, from $644M to 664M.

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

Portfolio value $664 Million
ETFs: $647 Million
Consumer Defensive: $5.25 Million
Technology: $5 Million
Financial Services: $3.07 Million
Consumer Cyclical: $1.63 Million
Energy: $961,000
Communication Services: $398,000
Industrials: $247,000
Other: $245,000

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$125,000 0.02% of portfolio
477
Q3 2024 Reduced 2.85%
$0
$113,000 0.02% of portfolio
2,414
Q3 2024 Added 0.46%
$0
$142,000 0.02% of portfolio
586
Q2 2024 Reduced 3.46%
$0
$140,000 0.02% of portfolio
2,170
Q3 2024 Added 13.79%
$0
$119,000 0.02% of portfolio
2,355
Q3 2024 Added 0.17%
$0
$159,000 0.02% of portfolio
1,746
Q3 2024 Reduced 7.67%
$0
$110,000 0.02% of portfolio
1,858
Q3 2024 Reduced 44.5%
$0
$121,000 0.02% of portfolio
1,987
Q3 2024 Reduced 0.15%
$0
$80,000 0.01% of portfolio
1,569
Q1 2023 New
$0
$47,000 0.01% of portfolio
286
Q2 2024 Reduced 10.06%
$0
$48,000 0.01% of portfolio
1,042
Q3 2024 Reduced 64.74%
$0
$97,000 0.01% of portfolio
1,167
Q3 2024 Reduced 4.89%
$0
$35,000 0.01% of portfolio
148
Q4 2023 Reduced 11.9%
$0
$85,000 0.01% of portfolio
605
Q1 2023 New
$0
$35,000 0.01% of portfolio
375
Q3 2024 Added 0.54%
$0
$87,000 0.01% of portfolio
1,606
Q4 2023 New
$0
$87,000 0.01% of portfolio
3,021
Q3 2024 Added 0.5%
$0
$7,000 0.0% of portfolio
200
Q3 2024 Reduced 0.5%
$0
$11,000 0.0% of portfolio
154
Q3 2024 Reduced 0.65%
$0
$7,000 0.0% of portfolio
92
Q3 2024 Added 61.4%
$0
$11,000 0.0% of portfolio
274
Q2 2024 New
$0
$3,000 0.0% of portfolio
61
Q2 2024 Reduced 4.69%
$0
$24,000 0.0% of portfolio
238
Q2 2024 New
$0
$4,000 0.0% of portfolio
51
Q1 2024 Reduced 1.92%
$0
$18,000 0.0% of portfolio
537
Q2 2024 New
$0
$24,000 0.0% of portfolio
160
Q1 2023 New
$0
$26,000 0.0% of portfolio
902
Q3 2024 Added 0.33%
$0
$11,000 0.0% of portfolio
111
Q3 2024 Reduced 20.14%
$0
$21,000 0.0% of portfolio
728
Q3 2024 Added 0.41%
$0
$3,000 0.0% of portfolio
27
Q4 2023 Reduced 22.86%
$0
$2,000 0.0% of portfolio
5
Q3 2023 Reduced 98.7%
$0
$19,000 0.0% of portfolio
75
Q3 2024 New
$0
$13,000 0.0% of portfolio
122
Q2 2024 Reduced 21.29%

Summary

  • Portfolio
  • No. of Stocks 113
  • Current Value $664 Million
  • Prior Value $644 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 04, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 9 stocks
  • Additional Purchases 29 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 47 stocks
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