Eclectic Associates Inc has filed its 13F form on April 22, 2024 for Q1 2024 where it was disclosed a total value porftolio of $210 Million distributed in 89 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total International B with a value of $36.3M, Vanguard Dividend Appreciation with a value of $31.4M, Capital Group Intl Focus Equit with a value of $30.7M, Vanguard Value ETF with a value of $7.04M, and Capital Group Growth ETF Shs C with a value of $5.92M.

Examining the 13F form we can see an increase of $11.7M in the current position value, from $199M to 210M.

Below you can find more details about Eclectic Associates Inc portfolio as well as his latest detailed transactions.

Portfolio value $210 Million
ETFs: $166 Million
Technology: $12.6 Million
Healthcare: $7.3 Million
Financial Services: $6.95 Million
Consumer Cyclical: $6.61 Million
Consumer Defensive: $3.81 Million
Industrials: $2.47 Million
Energy: $2.26 Million
Other: $2.12 Million

Stock Holdings Table

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


  • Portfolio
  • No. of Stocks 89
  • Current Value $210 Million
  • Prior Value $199 Million
  • Filing
  • Period Q1 2024
  • Filing Date April 22, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 6 stocks
  • Additional Purchases 28 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 45 stocks
Track This Portfolio

Track Eclectic Associates Inc Portfolio

Follow Eclectic Associates Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Eclectic Associates Inc , based on Form 13F filings with the SEC.


Stay updated on Eclectic Associates Inc with notifications on news.