Concentrum Wealth Management Portfolio Holdings
Concentrum Wealth Management
- $257 Billion
- Q3 2024
Concentrum Wealth Management has filed its 13F form on November 13, 2024 for Q3 2024 where it was disclosed a total value porftolio of $257 Billion distributed in 73 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Meta Platforms, Inc. with a value of $70.7B, Nvidia Corp with a value of $31.3B, Apple Inc. with a value of $28.7B, Invesco Qqq Trust, Series 1 with a value of $9.23B, and First Trust Dorsey Wright Focu with a value of $8.95B.
Examining the 13F form we can see an increase of $19.2B in the current position value, from $238B to 257B.
Below you can find more details about Concentrum Wealth Management portfolio as well as his latest detailed transactions.
Portfolio value
$257 Billion
Technology: $86.5 Billion
Communication Services: $74.4 Billion
ETFs: $72.7 Billion
Consumer Cyclical: $9.05 Billion
Financial Services: $5.36 Billion
Industrials: $2.05 Billion
Consumer Defensive: $2.01 Billion
Healthcare: $1.86 Billion
Other: $1.2 Billion