Corepath Wealth Partners LLC Portfolio Holdings
Corepath Wealth Partners LLC
- $103 Million
- Q3 2024
Corepath Wealth Partners LLC has filed its 13F form on October 15, 2024 for Q3 2024 where it was disclosed a total value porftolio of $103 Million distributed in 28 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $29M, Ishares Core U.S. Aggregate Bo with a value of $11.6M, Ishares Tr Msci Eafe ETF with a value of $8.71M, Ishares Core S&P U.S. Value Et with a value of $8.3M, and Spdr Gold Trust with a value of $7.34M.
Examining the 13F form we can see an increase of $9.36M in the current position value, from $93.6M to 103M.
Corepath Wealth Partners LLC is based out at Scottsdale, AZ
Below you can find more details about Corepath Wealth Partners LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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