Dodds Wealth, LLC Portfolio Holdings

Dodds Wealth, LLC

$300 Billion
Q3 2024

Dodds Wealth, LLC has filed its 13F form on October 25, 2024 for Q3 2024 where it was disclosed a total value porftolio of $300 Billion distributed in 59 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Intermediate Term Cor with a value of $45.5B, Spdr Portfolio Intermediate Te with a value of $44.6B, Ishares Trust Ishares 5 10 Yea with a value of $36.9B, Schwab Strategic Tr Us Large C with a value of $35.1B, and Ishares U.S. Treasury Bond ETF with a value of $22.4B.

Examining the 13F form we can see an increase of $43.8B in the current position value, from $256B to 300B.

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 $300 Billion

ETFs: $284 Billion

Technology: $5.89 Billion

Financial Services: $2.81 Billion

Communication Services: $1.72 Billion

Healthcare: $1.26 Billion

Consumer Defensive: $1.26 Billion

Consumer Cyclical: $1.1 Billion

Industrials: $831 Million

Other: $791 Million

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

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
CBZ Cbiz, Inc. Industrials	$4.08B	$558 Million 0.19% of portfolio	8,742	Q4 2023 New

Summary

Portfolio
No. of Stocks 59
Current Value $300 Billion
Prior Value $256 Billion
Filing
Period Q3 2024
Filing Date October 25, 2024
Form Type 13F-HR
Activity in Q3 2024
New Purchases 3 stocks
Additional Purchases 26 stocks
Sold out of 0 stocks
Reduced holdings in 19 stocks

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