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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$27.4B
$4.29 Million 0.65% of portfolio
53,108
Q2 2024 Reduced 1.21%
$132B
$459,000 0.07% of portfolio
3,000
Q2 2024 Reduced 5.09%
$68.1B
$418,000 0.06% of portfolio
2,425
Q3 2024 Added 902.07%
$46.9B
$335,000 0.05% of portfolio
6,500
Q1 2024 New
$10.9B
$247,000 0.04% of portfolio
1,443
Q3 2024 New
$60.6B
$220,000 0.03% of portfolio
7,469
Q3 2024 New

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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