Arq Wealth Advisors, LLC Portfolio Holdings
Arq Wealth Advisors, LLC
- $223 Million
- Q2 2024
Arq Wealth Advisors, LLC has filed its 13F form on August 02, 2024 for Q2 2024 where it was disclosed a total value porftolio of $223 Million distributed in 83 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Msci Usa Quality Facto with a value of $16.4M, Spdr Ser Tr Fds Spdr Portfolio with a value of $15.2M, American Centy ETF Tr Avantis with a value of $12M, Vanguard Mega Cap Value with a value of $9.44M, and American Centy ETF Tr Avantis with a value of $9.35M.
Examining the 13F form we can see an increase of $476K in the current position value, from $223M to 223M.
Below you can find more details about Arq Wealth Advisors, LLC portfolio as well as his latest detailed transactions.