Concentrum Wealth Management Portfolio Holdings
Concentrum Wealth Management
- $270 Billion
- Q1 2025
Concentrum Wealth Management has filed its 13F form on May 07, 2025 for Q1 2025 where it was disclosed a total value porftolio of $270 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 $71.1B, Nvidia Corp with a value of $33.8B, Apple Inc. with a value of $26.9B, Invesco Qqq Trust, Series 1 with a value of $10.7B, and First Trust Capital Strength E with a value of $9.02B.
Examining the 13F form we can see an decrease of $14.5B in the current position value, from $284B to 270B.
Below you can find more details about Concentrum Wealth Management portfolio as well as his latest detailed transactions.
Portfolio value
$270 Billion
Technology: $82.2 Billion
ETFs: $81.3 Billion
Communication Services: $74.9 Billion
Consumer Cyclical: $10.4 Billion
Financial Services: $7.21 Billion
Consumer Defensive: $2.81 Billion
Healthcare: $1.79 Billion
Energy: $675 Million
Other: $806 Million
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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