Deseret Mutual Benefit Administrators has filed its 13F form on February 03, 2025 for Q4 2024 where it was disclosed a total value porftolio of $202 Million distributed in 489 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco Exchange Traded Self I with a value of $43M, Vaneck ETF Tr Investment Grade with a value of $17.9M, Ishares Tr with a value of $17.8M, Jp Morgan ETF Tr Ultra Short I with a value of $6.08M, and Apple Inc. with a value of $5.5M.

Examining the 13F form we can see an increase of $6.79M in the current position value, from $195M to 202M. Also it can be appreciated an additional of 8 stocks purchases and 2 closed positions.

Below you can find more details about Deseret Mutual Benefit Administrators portfolio as well as his latest detailed transactions.

Portfolio value $202 Million
ETFs: $90.5 Million
Technology: $24.4 Million
Healthcare: $17.9 Million
Financial Services: $16.3 Million
Industrials: $12.1 Million
Consumer Cyclical: $11.6 Million
Consumer Defensive: $11.5 Million
Communication Services: $8.88 Million
Other: $8.62 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

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

Summary

  • Portfolio
  • No. of Stocks 489
  • Current Value $202 Million
  • Prior Value $195 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 03, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 8 stocks
  • Additional Purchases 156 stocks
  • Sold out of 2 stocks
  • Reduced holdings in 180 stocks
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