Cboe Vest Financial, LLC Portfolio Holdings
Cboe Vest Financial, LLC
- $4.03 Billion
- Q2 2024
Cboe Vest Financial, LLC has filed its 13F form on August 07, 2024 for Q2 2024 where it was disclosed a total value porftolio of $4.03 Billion distributed in 356 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Aflac Inc with a value of $68.8M, Chubb LTD with a value of $68.2M, Exxon Mobil Corp with a value of $65.7M, Nucor Corp with a value of $61.8M, and C. H. Robinson Worldwide, Inc. with a value of $55.3M.
Examining the 13F form we can see an increase of $388M in the current position value, from $3.65B to 4.03B.
Cboe Vest Financial, LLC is based out at Mclean, VA
Below you can find more details about Cboe Vest Financial, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$4.03 Billion
Industrials: $810 Million
Financial Services: $800 Million
Consumer Defensive: $615 Million
Basic Materials: $354 Million
Healthcare: $331 Million
Technology: $309 Million
Consumer Cyclical: $275 Million
Energy: $210 Million
Other: $330 Million
Stock Holdings Table Companies Only
Summary
- Portfolio
- No. of Stocks 356
- Current Value $4.03 Billion
- Prior Value $3.65 Billion
- Filing
- Period Q2 2024
- Filing Date August 07, 2024
- Form Type 13F-HR
- Activity in Q2 2024
- New Purchases 3 stocks
- Additional Purchases 212 stocks
- Sold out of 0 stocks
- Reduced holdings in 39 stocks