Cordatus Wealth Management LLC Portfolio Holdings

Cordatus Wealth Management LLC

  • $267 Million
  • Q2 2024

Cordatus Wealth Management LLC has filed its 13F form on July 18, 2024 for Q2 2024 where it was disclosed a total value porftolio of $267 Million distributed in 121 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio with a value of $26.3M, Microsoft Corp with a value of $19.8M, Ishares Russell 1000 Gr ETF with a value of $13.5M, Nvidia Corp with a value of $13.3M, and Alphabet Inc. with a value of $7.79M.

Examining the 13F form we can see an increase of $129M in the current position value, from $138M to 267M.

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 $267 Million
ETFs: $74.6 Million
Technology: $56.5 Million
Financial Services: $25.1 Million
Healthcare: $23.2 Million
Consumer Defensive: $20.5 Million
Industrials: $18.6 Million
Consumer Cyclical: $15.8 Million
Communication Services: $15.1 Million
Other: $13.6 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

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

Summary

  • Portfolio
  • No. of Stocks 121
  • Current Value $267 Million
  • Prior Value $138 Million
  • Filing
  • Period Q2 2024
  • Filing Date July 18, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 65 stocks
  • Additional Purchases 30 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 22 stocks
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