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 Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$270,000 0.04% of portfolio
28,550
Q4 2021 Reduced 29.59%

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
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