Cboe Vest Financial, LLC has filed its 13F form on October 18, 2024 for Q3 2024 where it was disclosed a total value porftolio of $5.02 Billion distributed in 377 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Aflac Inc with a value of $86.2M, Chubb LTD with a value of $82.7M, Exxon Mobil Corp with a value of $80.3M, Nucor Corp with a value of $75.4M, and International Business Machines Corp with a value of $64.2M.

Examining the 13F form we can see an increase of $988M in the current position value, from $4.03B to 5.02B.

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 $5.02 Billion
Industrials: $1.02 Billion
Financial Services: $967 Million
Consumer Defensive: $739 Million
Basic Materials: $431 Million
Technology: $430 Million
Healthcare: $413 Million
Consumer Cyclical: $369 Million
Energy: $250 Million
Other: $404 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

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

Summary

  • Portfolio
  • No. of Stocks 377
  • Current Value $5.02 Billion
  • Prior Value $4.03 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 18, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 27 stocks
  • Additional Purchases 233 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 14 stocks
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