Eclectic Associates Inc Portfolio Holdings
Eclectic Associates Inc
- $331 Million
- Q1 2025
Eclectic Associates Inc has filed its 13F form on April 10, 2025 for Q1 2025 where it was disclosed a total value porftolio of $331 Million distributed in 118 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total International B with a value of $41.8M, Capital Group Intl Focus Equit with a value of $34.7M, Vanguard Dividend Appreciation with a value of $32.5M, Capital Group Growth ETF Shs C with a value of $20M, and Apple Inc. with a value of $11.2M.
Examining the 13F form we can see an increase of $18.9M in the current position value, from $312M to 331M.
Below you can find more details about Eclectic Associates Inc portfolio as well as his latest detailed transactions.
Portfolio value
$331 Million
ETFs: $275 Million
Technology: $17.5 Million
Financial Services: $8.39 Million
Healthcare: $8.18 Million
Consumer Cyclical: $7.59 Million
Industrials: $4.24 Million
Consumer Defensive: $4.13 Million
Energy: $2.5 Million
Other: $2.48 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|