Cordatus Wealth Management LLC has filed its 13F form on August 11, 2025 for Q2 2025 where it was disclosed a total value porftolio of $407 Million distributed in 161 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Russell 1000 Gr ETF with a value of $36.2M, Microsoft Corp with a value of $23.4M, Apple Inc. with a value of $20.1M, Broadcom Inc. with a value of $17.2M, and Nvidia Corp with a value of $13.7M.
Examining the 13F form we can see an increase of $42.2M in the current position value, from $364M to 407M.
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
$407 Million
ETFs: $114 Million
Technology: $96 Million
Financial Services: $43.8 Million
Industrials: $29.3 Million
Consumer Cyclical: $25.2 Million
Consumer Defensive: $24.8 Million
Healthcare: $23.9 Million
Communication Services: $20.8 Million
Other: $21.3 Million
Stock Holdings Table Market Cap. of $200 Billions or more
