Define Financial, LLC has filed its 13F form on January 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $132 Billion distributed in 34 stocks.

Among their holdings, we can observe that their the top five positions include companies like: American Centy ETF Tr Avantis with a value of $19.8B, Vanguard Sht Trm Inflt Prot Fd with a value of $18.6B, Vanguard Total Stock Market Et with a value of $18.2B, American Centy ETF Tr Avantis with a value of $16.3B, and Vanguard Specialized Funds Van with a value of $15.4B.

Examining the 13F form we can see an increase of $132B in the current position value.

Define Financial, LLC is based out at San Diego, CA

Below you can find more details about Define Financial, LLC portfolio as well as his latest detailed transactions.

Portfolio value $132 Billion
ETFs: $123 Billion
Consumer Cyclical: $4.37 Billion
Technology: $1.68 Billion
Financial Services: $1.06 Billion
Consumer Defensive: $784 Million
Industrials: $735 Million
Communication Services: $249 Million
Utilities: $237 Million
Other: $0

Stock Holdings Table

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

Summary

  • Portfolio
  • No. of Stocks 34
  • Current Value $132 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 34 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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