Cordatus Wealth Management LLC Portfolio Holdings

Cordatus Wealth Management LLC

  • $379 Million
  • Q4 2024

Cordatus Wealth Management LLC has filed its 13F form on February 03, 2025 for Q4 2024 where it was disclosed a total value porftolio of $379 Million distributed in 143 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio with a value of $27.1M, Apple Inc. with a value of $21.9M, Microsoft Corp with a value of $19.4M, Ishares Russell 1000 Gr ETF with a value of $15.9M, and Broadcom Inc. with a value of $14.3M.

Examining the 13F form we can see an increase of $101M in the current position value, from $278M to 379M.

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 $379 Million
ETFs: $117 Million
Technology: $84.7 Million
Financial Services: $37.1 Million
Healthcare: $27 Million
Industrials: $25 Million
Consumer Defensive: $24.5 Million
Consumer Cyclical: $24.4 Million
Communication Services: $15.8 Million
Other: $17.5 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 143
  • Current Value $379 Million
  • Prior Value $278 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 03, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 31 stocks
  • Additional Purchases 88 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 17 stocks
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