Arq Wealth Advisors, LLC Portfolio Holdings
Arq Wealth Advisors, LLC
- $223 Million
- Q1 2024
Arq Wealth Advisors, LLC has filed its 13F form on May 23, 2024 for Q1 2024 where it was disclosed a total value porftolio of $223 Million distributed in 94 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 $15.4M, Spdr Ser Tr Fds Spdr Portfolio with a value of $15.3M, American Centy ETF Tr Avantis with a value of $10.7M, American Centy ETF Tr Avantis with a value of $9.93M, and American Centy ETF Tr Avantis with a value of $9.46M.
Examining the 13F form we can see an increase of $55.4M in the current position value, from $168M to 223M.
Below you can find more details about Arq Wealth Advisors, LLC portfolio as well as his latest detailed transactions.