Breakwater Capital Group has filed its 13F form on April 10, 2025 for Q1 2025 where it was disclosed a total value porftolio of $561 Billion distributed in 326 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Invesco Exchange Traded Fd Tr with a value of $19.6B, Apple Inc. with a value of $19.5B, J P Morgan ETF Tr U S Quality with a value of $19.2B, Invesco S&P 500 Equal Weight E with a value of $16.5B, and Vanguard Value ETF with a value of $14.1B.
Examining the 13F form we can see an increase of $59B in the current position value, from $502B to 561B.
Breakwater Capital Group is based out at Paramus, NJ
Below you can find more details about Breakwater Capital Group portfolio as well as his latest detailed transactions.
Portfolio value
$561 Billion
ETFs: $384 Billion
Technology: $45.3 Billion
Financial Services: $30.2 Billion
Industrials: $16.5 Billion
Healthcare: $16.4 Billion
Consumer Cyclical: $11.4 Billion
Communication Services: $10.8 Billion
Consumer Defensive: $7.31 Billion
Other: $12.1 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
