Cromwell Holdings LLC has filed its 13F form on August 14, 2024 for Q2 2024 where it was disclosed a total value porftolio of $165 Million distributed in 611 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Msci Emerging Markets with a value of $8.88M, Microsoft Corp with a value of $8.77M, Nvidia Corp with a value of $8.42M, Ishares Msci Acwi ETF with a value of $8.18M, and Apple Inc. with a value of $8.16M.

Examining the 13F form we can see an increase of $165M in the current position value.

Cromwell Holdings LLC is based out at Jackson, WY

Below you can find more details about Cromwell Holdings LLC portfolio as well as his latest detailed transactions.

Portfolio value $165 Million
Technology: $44.2 Million
ETFs: $26.1 Million
Financial Services: $18.8 Million
Healthcare: $16.7 Million
Consumer Cyclical: $13.7 Million
Communication Services: $12.7 Million
Industrials: $10.2 Million
Consumer Defensive: $7.58 Million
Other: $14.9 Million

Stock Holdings Table

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

Summary

  • Portfolio
  • No. of Stocks 611
  • Current Value $165 Million
  • Filing
  • Period Q2 2024
  • Filing Date August 14, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 611 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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