Argi Investment Services, LLC Portfolio Holdings

Argi Investment Services, LLC

  • $1.18 Billion
  • Q3 2024

Argi Investment Services, LLC has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.18 Billion distributed in 24 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Barclays with a value of $240M, Jp Morgan ETF Trust Betabuilde with a value of $148M, Schwab Strategic Us Tips ETF with a value of $135M, Spdr S&P 500 ETF Trust with a value of $130M, and Spdr Bloomberg International T with a value of $95.7M.

Examining the 13F form we can see an decrease of $64.3M in the current position value, from $1.25B to 1.18B.

Below you can find more details about Argi Investment Services, LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.18 Billion
ETFs: $1.18 Billion
Energy: $2,000

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.93B
$2,000 0.0% of portfolio
170
Q3 2024 Reduced 2.86%

Summary

  • Portfolio
  • No. of Stocks 24
  • Current Value $1.18 Billion
  • Prior Value $1.25 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 12, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 1 stocks
  • Additional Purchases 6 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 10 stocks
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