Dougherty Wealth Advisers LLC Portfolio Holdings
Dougherty Wealth Advisers LLC
- $135 Million
- Q1 2025
Dougherty Wealth Advisers LLC has filed its 13F form on April 25, 2025 for Q1 2025 where it was disclosed a total value porftolio of $135 Million distributed in 110 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Value ETF with a value of $37.4M, Vanguard Growth ETF with a value of $33.9M, Vanguard Mid Cap Value Index F with a value of $12.5M, Vanguard S&P Small Cap 600 Gro with a value of $6.81M, and Apple Inc. with a value of $4.87M.
Examining the 13F form we can see an increase of $6.38M in the current position value, from $128M to 135M.
Below you can find more details about Dougherty Wealth Advisers LLC portfolio as well as his latest detailed transactions.
Portfolio value
$135 Million
ETFs: $117 Million
Technology: $8.06 Million
Financial Services: $3.41 Million
Communication Services: $2.3 Million
Consumer Cyclical: $1.45 Million
Industrials: $1.45 Million
Healthcare: $1.16 Million
Utilities: $232,000
Other: $152,000
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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