Conquis Financial LLC Portfolio Holdings
Conquis Financial LLC
- $97.7 Billion
- Q4 2024
Conquis Financial LLC has filed its 13F form on February 12, 2025 for Q4 2024 where it was disclosed a total value porftolio of $97.7 Billion distributed in 199 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $39.4B, Vanguard Bd Index Fd Inc Inter with a value of $12.3B, Dimensional ETF Tr with a value of $9.49B, Dimensional ETF Tr U S Core Eq with a value of $8.02B, and Schwab Strategic Tr Intl Eqty with a value of $7.19B.
Examining the 13F form we can see an increase of $97.7B in the current position value.
Conquis Financial LLC is based out at Milbrae, CA
Below you can find more details about Conquis Financial LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
Summary
- Portfolio
- No. of Stocks 199
- Current Value $97.7 Billion
- Filing
- Period Q4 2024
- Filing Date February 12, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 199 stocks
- Additional Purchases 0 stocks
- Sold out of 0 stocks
- Reduced holdings in 0 stocks