Arq Wealth Advisors, LLC Portfolio Holdings
Arq Wealth Advisors, LLC
- $259 Million
- Q3 2024
Arq Wealth Advisors, LLC has filed its 13F form on November 05, 2024 for Q3 2024 where it was disclosed a total value porftolio of $259 Million distributed in 93 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 $18.5M, Spdr Ser Tr Fds Spdr Portfolio with a value of $16.9M, American Centy ETF Tr Avantis with a value of $12.7M, Vanguard Mega Cap Value with a value of $10.4M, and J P Morgan ETF Tr U S Momentum with a value of $10.2M.
Examining the 13F form we can see an increase of $35.7M in the current position value, from $223M to 259M.
Below you can find more details about Arq Wealth Advisors, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|