Centered Wealth LLC Dba Miller Equity Capital Advisors Portfolio Holdings
Centered Wealth LLC Dba Miller Equity Capital Advisors
- $256 Million
- Q3 2024
Centered Wealth LLC Dba Miller Equity Capital Advisors has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $256 Million distributed in 56 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Small Cap ETF with a value of $69.9M, Vanguard Total Stock Market Et with a value of $14.6M, Vanguard Large Cap ETF with a value of $12.8M, Vanguard Information Technolog with a value of $12.5M, and Vanguard Bd Index Fd Inc Total with a value of $11.5M.
Examining the 13F form we can see an increase of $15.6M in the current position value, from $240M to 256M.
Below you can find more details about Centered Wealth LLC Dba Miller Equity Capital Advisors portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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