Dt Investment Partners, LLC has filed its 13F form on July 24, 2024 for Q2 2024 where it was disclosed a total value porftolio of $1.13 Billion distributed in 569 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 $218M, Vanguard Ftse Developed Market with a value of $73.1M, Ishares Core S&P Mid Cap ETF with a value of $64.9M, Ishares Tr with a value of $57.3M, and Ishares Core S&P 500 ETF with a value of $50.7M.

Examining the 13F form we can see an increase of $140M in the current position value, from $988M to 1.13B.

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

Portfolio value $1.13 Billion
ETFs: $902 Million
Technology: $55.6 Million
Healthcare: $31.5 Million
Basic Materials: $31.1 Million
Industrials: $26.9 Million
Financial Services: $19.7 Million
Energy: $19.3 Million
Consumer Defensive: $17.5 Million
Other: $25 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

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

Summary

  • Portfolio
  • No. of Stocks 569
  • Current Value $1.13 Billion
  • Prior Value $988 Million
  • Filing
  • Period Q2 2024
  • Filing Date July 24, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 83 stocks
  • Additional Purchases 98 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 58 stocks
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