Breakwater Capital Group has filed its 13F form on July 26, 2024 for Q2 2024 where it was disclosed a total value porftolio of $441 Billion distributed in 276 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $18.1B, Invesco Exchange Traded Fd Tr with a value of $15.8B, J P Morgan ETF Tr U S Quality with a value of $14.4B, Invesco S&P 500 Equal Weight E with a value of $14.1B, and Vanguard Value ETF with a value of $12.8B.
Examining the 13F form we can see an increase of $43B in the current position value, from $398B to 441B.
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.