Correct Capital Wealth Management has filed its 13F form on August 13, 2024 for Q2 2024 where it was disclosed a total value porftolio of $325 Million distributed in 118 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core Dividend Growth E with a value of $44.4M, American Centy ETF Tr Avantis with a value of $38.4M, Pacer Fds Tr Us Cash Cows 100 with a value of $28.4M, American Centy ETF Tr Avantis with a value of $26.6M, and Fidelity Merrimack Str Tr Tota with a value of $25.8M.
Examining the 13F form we can see an decrease of $27M in the current position value, from $352M to 325M.
Also it can be appreciated an additional of 1 stocks purchases and 21 closed positions.
Correct Capital Wealth Management is based out at Clayton, MO
Below you can find more details about Correct Capital Wealth Management portfolio as well as his latest detailed transactions.
Portfolio value
$325 Million
ETFs: $241 Million
Technology: $21.6 Million
Financial Services: $16.6 Million
Consumer Cyclical: $9.31 Million
Healthcare: $8.03 Million
Industrials: $7.49 Million
Communication Services: $6.64 Million
Energy: $3.68 Million
Other: $11 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
