Eclectic Associates Inc has filed its 13F form on October 04, 2024 for Q3 2024 where it was disclosed a total value porftolio of $237 Million distributed in 101 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total International B with a value of $39.9M, Capital Group Intl Focus Equit with a value of $33.5M, Vanguard Dividend Appreciation with a value of $32.3M, Capital Group Growth ETF Shs C with a value of $7.99M, and Vanguard Value ETF with a value of $8M.
Examining the 13F form we can see an increase of $21.2M in the current position value, from $216M to 237M.
Below you can find more details about Eclectic Associates Inc portfolio as well as his latest detailed transactions.
Portfolio value
$237 Million
ETFs: $189 Million
Technology: $16.1 Million
Healthcare: $8.04 Million
Consumer Cyclical: $7.17 Million
Financial Services: $6.07 Million
Consumer Defensive: $4.11 Million
Industrials: $2.48 Million
Communication Services: $2.28 Million
Other: $2.26 Million
Stock Holdings Table Market Cap. of $200 Billions or more