Concentrum Wealth Management Portfolio Holdings
Concentrum Wealth Management
- $284 Billion
- Q4 2024
Concentrum Wealth Management has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $284 Billion distributed in 80 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Meta Platforms, Inc. with a value of $72.3B, Nvidia Corp with a value of $38.8B, Apple Inc. with a value of $31.2B, Invesco Qqq Trust, Series 1 with a value of $10.1B, and First Trust Dorsey Wright Focu with a value of $9.41B.
Examining the 13F form we can see an increase of $27.3B in the current position value, from $257B to 284B.
Below you can find more details about Concentrum Wealth Management portfolio as well as his latest detailed transactions.
Portfolio value
$284 Billion
Technology: $94.5 Billion
ETFs: $79.8 Billion
Communication Services: $76.7 Billion
Consumer Cyclical: $13.1 Billion
Financial Services: $6.13 Billion
Consumer Defensive: $2.14 Billion
Healthcare: $1.39 Billion
Real Estate: $599 Million
Other: $1.18 Billion