Chico Wealth Ria Portfolio Holdings
Chico Wealth Ria
- $116 Million
- Q3 2024
Chico Wealth Ria has filed its 13F form on October 23, 2024 for Q3 2024 where it was disclosed a total value porftolio of $116 Million distributed in 30 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $53.2M, Dimensional ETF Tr with a value of $27.3M, Dimensional ETF Tr with a value of $10.3M, Dimensional ETF Tr with a value of $6.06M, and Kla Corp with a value of $2.82M.
Examining the 13F form we can see an increase of $7.36M in the current position value, from $108M to 116M.
Below you can find more details about Chico Wealth Ria portfolio as well as his latest detailed transactions.
Portfolio value
$116 Million
ETFs: $105 Million
Technology: $5.39 Million
Financial Services: $2.37 Million
Communication Services: $1.24 Million
Utilities: $570,000
Consumer Cyclical: $418,000
Industrials: $371,000
Real Estate: $276,000
Other: $0
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|