Dougherty Wealth Advisers LLC has filed its 13F form on October 30, 2024 for Q3 2024 where it was disclosed a total value porftolio of $125 Million distributed in 110 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $35.5M, Vanguard Value ETF with a value of $29.5M, Vanguard Mid Cap Value Index F with a value of $11.9M, Vanguard S&P Small Cap 600 Gro with a value of $6.75M, and Apple Inc. with a value of $5.22M.
Examining the 13F form we can see an increase of $11.3M in the current position value, from $114M to 125M.
Also it can be appreciated an additional of 5 stocks purchases and 1 closed positions.
Below you can find more details about Dougherty Wealth Advisers LLC portfolio as well as his latest detailed transactions.
Portfolio value
$125 Million
ETFs: $107 Million
Technology: $8.72 Million
Financial Services: $3.07 Million
Communication Services: $2.38 Million
Industrials: $1.59 Million
Consumer Cyclical: $1.33 Million
Healthcare: $1.31 Million
Utilities: $276,000
Other: $168,000
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
