Dougherty Wealth Advisers LLC Portfolio Holdings
Dougherty Wealth Advisers LLC
- $128 Million
- Q4 2024
Dougherty Wealth Advisers LLC has filed its 13F form on January 24, 2025 for Q4 2024 where it was disclosed a total value porftolio of $128 Million distributed in 109 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $32.3M, Vanguard Value ETF with a value of $29.1M, Vanguard Mid Cap Value Index F with a value of $12.4M, Vanguard S&P Small Cap 600 Gro with a value of $6.82M, and Apple Inc. with a value of $5.61M.
Examining the 13F form we can see an increase of $2.95M in the current position value, from $125M to 128M.
Below you can find more details about Dougherty Wealth Advisers LLC portfolio as well as his latest detailed transactions.
Portfolio value
$128 Million
ETFs: $109 Million
Technology: $9.19 Million
Financial Services: $3.29 Million
Communication Services: $2.61 Million
Consumer Cyclical: $1.62 Million
Industrials: $1.46 Million
Healthcare: $1.13 Million
Utilities: $234,000
Other: $143,000
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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