Black Point Wealth Management Portfolio Holdings

Black Point Wealth Management

  • $86.3 Billion
  • Q3 2024

Black Point Wealth Management has filed its 13F form on October 18, 2024 for Q3 2024 where it was disclosed a total value porftolio of $86.3 Billion distributed in 43 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc Class B with a value of $26.2B, Microsoft Corp with a value of $19.6B, Sprott Physical Gold Trust with a value of $6.59B, Berkshire Hathaway Inc with a value of $4.84B, and Dimensional ETF Tr U S Core Eq with a value of $4.64B.

Examining the 13F form we can see an decrease of $10.2B in the current position value, from $96.5B to 86.3B.

Black Point Wealth Management is based out at Naples, FL

Below you can find more details about Black Point Wealth Management portfolio as well as his latest detailed transactions.

Portfolio value $86.3 Billion
Financial Services: $39.2 Billion
Technology: $22 Billion
ETFs: $20.1 Billion
Energy: $518 Million
Consumer Cyclical: $423 Million
Communication Services: $375 Million
Healthcare: $278 Million
Industrials: $211 Million
Other: $0

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$610B
$26.2 Billion 30.3% of portfolio
56,821
Q3 2024 Added 0.0%
$3.1T
$19.6 Billion 22.7% of portfolio
45,544
Q3 2024 Reduced 41.63%
$422B
$4.84 Billion 5.61% of portfolio
7
Q2 2024 New
$3.68T
$1.46 Billion 1.69% of portfolio
6,265
Q3 2024 Reduced 26.92%
$364B
$542 Million 0.63% of portfolio
4,462
Q3 2024 Reduced 4.29%
$316B
$518 Million 0.6% of portfolio
3,521
Q3 2024 Reduced 1.65%
$706B
$442 Million 0.51% of portfolio
2,094
Q3 2024 Reduced 8.48%
$2.07T
$423 Million 0.49% of portfolio
2,271
Q2 2024 New
$1.08T
$375 Million 0.43% of portfolio
2,241
Q3 2024 Reduced 79.13%
$514B
$358 Million 0.41% of portfolio
2,100
Q2 2024 New
$400B
$278 Million 0.32% of portfolio
1,713
Q3 2024 Reduced 8.54%

Summary

  • Portfolio
  • No. of Stocks 43
  • Current Value $86.3 Billion
  • Prior Value $96.5 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 18, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 2 stocks
  • Additional Purchases 14 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 16 stocks
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