Eisner Amper Wealth Management Corporate Benefits, LLC Portfolio Holdings

Eisner Amper Wealth Management Corporate Benefits, LLC

  • $274 Million
  • Q4 2023

Eisner Amper Wealth Management Corporate Benefits, LLC has filed its 13F form on January 03, 2024 for Q4 2023 where it was disclosed a total value porftolio of $274 Million distributed in 67 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core U.S. Aggregate Bo with a value of $46.5M, Vanguard Dividend Appreciation with a value of $20.4M, Ishares Core S&P 500 ETF with a value of $13.7M, Ishares S&P 500 Growth ETF with a value of $13.1M, and Vanguard Whitehall Fds Intl Di with a value of $12.9M.

Examining the 13F form we can see an increase of $49.7M in the current position value, from $224M to 274M.

Eisner Amper Wealth Management Corporate Benefits, LLC is based out at Iselin, NJ

Below you can find more details about Eisner Amper Wealth Management Corporate Benefits, LLC portfolio as well as his latest detailed transactions.

Portfolio value $274 Million
ETFs: $260 Million
Industrial Goods: $259,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$404,000 0.15% of portfolio
4,046
Q4 2023 Reduced 4.06%
$0
$376,000 0.14% of portfolio
792
Q4 2023 Reduced 18.52%
$0
$339,000 0.12% of portfolio
4,137
Q4 2023 Added 58.02%
$0
$331,000 0.12% of portfolio
7,890
Q2 2022 New
$0
$326,000 0.12% of portfolio
4,286
Q4 2023 Added 0.02%
$0
$311,000 0.11% of portfolio
3,746
Q4 2023 Added 0.13%
$0
$294,000 0.11% of portfolio
717
Q4 2023 Reduced 4.53%
$0
$291,000 0.11% of portfolio
2,913
Q4 2023 Reduced 91.8%
$0
$275,000 0.1% of portfolio
13,404
Q4 2023 New
$0
$280,000 0.1% of portfolio
3,443
Q4 2023 New
$0
$283,000 0.1% of portfolio
5,319
Q4 2023 Reduced 65.66%
$0
$285,000 0.1% of portfolio
1,586
Q4 2023 Reduced 5.31%
$597M
$259,000 0.09% of portfolio
-
Q4 2023 New
$0
$252,000 0.09% of portfolio
5,008
Q4 2023 Reduced 72.12%
$0
$249,000 0.09% of portfolio
1,292
Q4 2023 New
$0
$237,000 0.09% of portfolio
4,672
Q4 2023 New

Summary

  • Portfolio
  • No. of Stocks 67
  • Current Value $274 Million
  • Prior Value $224 Million
  • Filing
  • Period Q4 2023
  • Filing Date January 03, 2024
  • Form Type 13F-HR
  • Activity in Q4 2023
  • New Purchases 15 stocks
  • Additional Purchases 7 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 44 stocks
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