Boxwood Ventures, Inc. has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $64 Million distributed in 25 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $11.2M, Apple Inc. with a value of $8.79M, Microsoft Corp with a value of $8.38M, Amazon Com Inc with a value of $4.18M, and Alphabet Inc. with a value of $4.07M.

Examining the 13F form we can see an increase of $2.32M in the current position value, from $61.6M to 64M.

Below you can find more details about Boxwood Ventures, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $64 Million
Technology: $19.4 Million
ETFs: $19.1 Million
Consumer Cyclical: $5.57 Million
Financial Services: $4.38 Million
Communication Services: $4.07 Million
Consumer Defensive: $3.75 Million
Healthcare: $3.72 Million
Utilities: $1.79 Million
Other: $2.22 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 25
  • Current Value $64 Million
  • Prior Value $61.6 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 14, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 2 stocks
  • Additional Purchases 1 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 2 stocks
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