Defined Wealth Management, LLC Portfolio Holdings
Defined Wealth Management, LLC
- $146 Million
- Q4 2024
Defined Wealth Management, LLC has filed its 13F form on January 15, 2025 for Q4 2024 where it was disclosed a total value porftolio of $146 Million distributed in 106 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $9.52M, Vanguard Growth ETF with a value of $8.1M, Ishares Tr with a value of $6.2M, Spdr S&P 500 ETF Trust with a value of $5.71M, and Ishares Core S&P U.S. Value Et with a value of $5.61M.
Examining the 13F form we can see an decrease of $2.09M in the current position value, from $148M to 146M.
Below you can find more details about Defined Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$146 Million
ETFs: $106 Million
Technology: $11.3 Million
Financial Services: $8.27 Million
Healthcare: $6.38 Million
Industrials: $4.11 Million
Consumer Cyclical: $2.05 Million
Communication Services: $2.04 Million
Energy: $2.01 Million
Other: $3.74 Million
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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