Auxano Advisors, LLC Portfolio Holdings

Auxano Advisors, LLC

  • $377 Million
  • Q4 2024

Auxano Advisors, LLC has filed its 13F form on February 06, 2025 for Q4 2024 where it was disclosed a total value porftolio of $377 Million distributed in 162 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $49M, Apple Inc. with a value of $36.9M, Amazon Com Inc with a value of $36.4M, Costco Wholesale Corp with a value of $26.1M, and Sprott Physical Gold Trust with a value of $20.2M.

Examining the 13F form we can see an increase of $8.65M in the current position value, from $368M to 377M.

Below you can find more details about Auxano Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $377 Million
Technology: $105 Million
ETFs: $90.6 Million
Consumer Cyclical: $60.3 Million
Financial Services: $38.6 Million
Consumer Defensive: $32.4 Million
Healthcare: $15.7 Million
Communication Services: $15.6 Million
Industrials: $11 Million
Other: $7.28 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$136B
$228,000 0.06% of portfolio
1,013
Q4 2024 Added 2.95%
$41.5B
$209,000 0.06% of portfolio
1,769
Q4 2024 Added 0.74%
$152B
$212,000 0.06% of portfolio
2,378
Q4 2024 New
$41.8B
$214,000 0.06% of portfolio
2,537
Q4 2024 Reduced 0.94%
$110B
$244,000 0.06% of portfolio
1,380
Q4 2024 New
$183B
$240,000 0.06% of portfolio
1,991
Q4 2024 Added 29.29%
$82.1B
$217,000 0.06% of portfolio
1,686
Q4 2024 Reduced 36.92%
$134B
$241,000 0.06% of portfolio
3,372
Q4 2024 Added 16.16%
$85.9B
$225,000 0.06% of portfolio
2,094
Q4 2024 Added 2.8%
$14.1B
$229,000 0.06% of portfolio
3,996
Q4 2024 Added 3.74%
$146B
$200,000 0.05% of portfolio
2,715
Q4 2024 New
$79.5B
$153,000 0.04% of portfolio
1,225
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 162
  • Current Value $377 Million
  • Prior Value $368 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 06, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 10 stocks
  • Additional Purchases 88 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 50 stocks
Track This Portfolio

Track Auxano Advisors, LLC Portfolio

Follow Auxano Advisors, LLC 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 Auxano Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Auxano Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email