Concentrum Wealth Management Portfolio Holdings
Concentrum Wealth Management
- $238 Billion
- Q2 2024
Concentrum Wealth Management has filed its 13F form on August 13, 2024 for Q2 2024 where it was disclosed a total value porftolio of $238 Billion distributed in 76 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Meta Platforms, Inc. with a value of $63.7B, Nvidia Corp with a value of $30.4B, Apple Inc. with a value of $25.6B, First Trust Dorsey Wright Focu with a value of $8.65B, and Invesco Qqq Trust, Series 1 with a value of $8.22B.
Examining the 13F form we can see an increase of $21.2B in the current position value, from $217B to 238B.
Below you can find more details about Concentrum Wealth Management portfolio as well as his latest detailed transactions.
Portfolio value
$238 Billion
Technology: $82.1 Billion
ETFs: $69.8 Billion
Communication Services: $67.4 Billion
Consumer Cyclical: $7.53 Billion
Financial Services: $3.78 Billion
Industrials: $1.79 Billion
Consumer Defensive: $1.48 Billion
Healthcare: $855 Million
Other: $1.1 Billion