Cordatus Wealth Management LLC has filed its 13F form on October 28, 2024 for Q3 2024 where it was disclosed a total value porftolio of $278 Million distributed in 120 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 Value E with a value of $28.1M, Microsoft Corp with a value of $19.1M, Spdr S&P 500 ETF Trust with a value of $14.3M, Broadcom Inc. with a value of $10.5M, and Nvidia Corp with a value of $8.48M.
Examining the 13F form we can see an increase of $11.7M in the current position value, from $267M to 278M.
Cordatus Wealth Management LLC is based out at Newtown, PA
Below you can find more details about Cordatus Wealth Management LLC portfolio as well as his latest detailed transactions.
Portfolio value
$278 Million
ETFs: $74.3 Million
Technology: $55.6 Million
Financial Services: $27.2 Million
Healthcare: $24.6 Million
Consumer Defensive: $22.5 Million
Industrials: $20.2 Million
Consumer Cyclical: $19.8 Million
Communication Services: $15 Million
Other: $15 Million
Stock Holdings Table Market Cap. of $200 Billions or more
