Dt Investment Partners, LLC has filed its 13F form on October 23, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.23 Billion distributed in 674 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $226M, Vanguard Ftse Developed Market with a value of $82.3M, Ishares Core S&P Mid Cap ETF with a value of $71.3M, Ishares Core S&P 500 ETF with a value of $65.7M, and Ishares Tr with a value of $58.4M.

Examining the 13F form we can see an increase of $104M in the current position value, from $1.13B to 1.23B.

Below you can find more details about Dt Investment Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.23 Billion
ETFs: $988 Million
Technology: $58.1 Million
Healthcare: $34.7 Million
Basic Materials: $32.8 Million
Industrials: $30.6 Million
Financial Services: $22.1 Million
Consumer Defensive: $19.3 Million
Energy: $18.5 Million
Other: $28.1 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 674
  • Current Value $1.23 Billion
  • Prior Value $1.13 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 23, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 144 stocks
  • Additional Purchases 216 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 37 stocks
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