Defined Wealth Management, LLC Portfolio Holdings
Defined Wealth Management, LLC
- $148 Million
- Q3 2024
Defined Wealth Management, LLC has filed its 13F form on October 31, 2024 for Q3 2024 where it was disclosed a total value porftolio of $148 Million distributed in 109 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 $9.37M, Vanguard Growth ETF with a value of $7.63M, Ishares Tr with a value of $6.89M, Ishares Core S&P U.S. Value Et with a value of $5.83M, and Spdr S&P 500 ETF Trust with a value of $5.62M.
Examining the 13F form we can see an increase of $8.16M in the current position value, from $140M to 148M.
Below you can find more details about Defined Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$148 Million
ETFs: $107 Million
Technology: $10.8 Million
Healthcare: $7.91 Million
Financial Services: $7.81 Million
Industrials: $4.24 Million
Communication Services: $2.02 Million
Energy: $2.01 Million
Utilities: $1.88 Million
Other: $4.02 Million
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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