Boyd Wealth Management, LLC Portfolio Holdings
Boyd Wealth Management, LLC
- $197 Million
- Q3 2024
Boyd Wealth Management, LLC has filed its 13F form on October 25, 2024 for Q3 2024 where it was disclosed a total value porftolio of $197 Million distributed in 48 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $44.8M, Spdr Portfolio with a value of $18M, Schwab Strategic Tr Intl Eqty with a value of $15.9M, Ishares Core U.S. Aggregate Bo with a value of $15.1M, and Vanguard Value ETF with a value of $14.9M.
Examining the 13F form we can see an increase of $16.1M in the current position value, from $181M to 197M.
Below you can find more details about Boyd Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$197 Million
ETFs: $189 Million
Technology: $3.42 Million
Financial Services: $1.25 Million
Industrials: $1.03 Million
Consumer Defensive: $917,000
Consumer Cyclical: $649,000
Energy: $617,000
Communication Services: $275,000
Other: $36,000
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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