Column Capital Advisors, LLC has filed its 13F form on November 03, 2023 for Q3 2023 where it was disclosed a total value porftolio of $1.92 Billion distributed in 806 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Eli Lilly & CO with a value of $421M, Vanguard Index Fds S&P 500 ETF with a value of $367M, Berkshire Hathaway Inc Class B with a value of $260M, Vanguard Total Stock Market Et with a value of $91.4M, and Vanguard Star Fd Vanguard Tota with a value of $72M.

Examining the 13F form we can see an decrease of $132M in the current position value, from $2.05B to 1.92B. Also it can be appreciated an additional of 23 stocks purchases and 2 closed positions.

Below you can find more details about Column Capital Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.92 Billion
ETFs: $1.1 Billion
Healthcare: $452 Million
Financial Services: $267 Million
Technology: $35.8 Million
Consumer Cyclical: $20 Million
Real Estate: $19.1 Million
Industrials: $5.96 Million
Consumer Defensive: $5 Million
Other: $9.17 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

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

Summary

  • Portfolio
  • No. of Stocks 806
  • Current Value $1.92 Billion
  • Prior Value $2.05 Billion
  • Filing
  • Period Q3 2023
  • Filing Date November 03, 2023
  • Form Type 13F-HR
  • Activity in Q3 2023
  • New Purchases 23 stocks
  • Additional Purchases 117 stocks
  • Sold out of 2 stocks
  • Reduced holdings in 206 stocks
Track This Portfolio

Track Column Capital Advisors, LLC Portfolio

Follow Column Capital Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Column Capital Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Column Capital Advisors, LLC with notifications on news.