Dodds Wealth, LLC Portfolio Holdings

Dodds Wealth, LLC

  • $256 Billion
  • Q2 2024

Dodds Wealth, LLC has filed its 13F form on July 25, 2024 for Q2 2024 where it was disclosed a total value porftolio of $256 Billion distributed in 56 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Intermediate Term Cor with a value of $43.2B, Spdr Portfolio Intermediate Te with a value of $42.6B, Ishares Trust Ishares 5 10 Yea with a value of $34.8B, Schwab Strategic Tr Us Large C with a value of $32.9B, and Schwab Strategic Tr Us Broad M with a value of $14B.

Examining the 13F form we can see an increase of $10.2B in the current position value, from $246B to 256B.

Dodds Wealth, LLC is based out at Greenwood Village, CO

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

Portfolio value $256 Billion
ETFs: $241 Billion
Technology: $5.69 Billion
Financial Services: $2.56 Billion
Communication Services: $2.12 Billion
Consumer Defensive: $1.16 Billion
Consumer Cyclical: $1.08 Billion
Healthcare: $1.01 Billion
Industrials: $875 Million
Other: $673 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.66T
$3.21 Billion 1.25% of portfolio
14,016
Q2 2024 Added 10.3%
$302B
$1.65 Billion 0.64% of portfolio
12,530
Q2 2024 Added 1,214.8%
$595B
$1.6 Billion 0.63% of portfolio
3,906
Q2 2024 Reduced 0.03%
$1.01T
$1.21 Billion 0.47% of portfolio
6,340
Q1 2024 Reduced 0.25%
$3.19T
$835 Million 0.33% of portfolio
1,818
Q2 2024 Added 12.43%
$1.92T
$717 Million 0.28% of portfolio
3,599
Q2 2024 Added 11.11%
$979B
$650 Million 0.25% of portfolio
3,440
Q1 2024 Reduced 0.46%
$422B
$500 Million 0.2% of portfolio
3,400
Q1 2024 Added 0.62%
$234B
$497 Million 0.19% of portfolio
3,069
Q1 2024 Added 122.88%
$617B
$308 Million 0.12% of portfolio
1,483
Q2 2024 Added 15.59%
$834B
$253 Million 0.1% of portfolio
271
Q1 2024 New
$217B
$234 Million 0.09% of portfolio
3,342
Q2 2024 New
$411B
$217 Million 0.08% of portfolio
1,311
Q1 2024 New
$310B
$211 Million 0.08% of portfolio
3,369
Q2 2024 Reduced 0.35%

Summary

  • Portfolio
  • No. of Stocks 56
  • Current Value $256 Billion
  • Prior Value $246 Billion
  • Filing
  • Period Q2 2024
  • Filing Date July 25, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 2 stocks
  • Additional Purchases 19 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 19 stocks
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