Ellevest, Inc. Portfolio Holdings
Ellevest, Inc.
- $1.61 Billion
- Q1 2024
Ellevest, Inc. has filed its 13F form on May 13, 2024 for Q1 2024 where it was disclosed a total value porftolio of $1.61 Billion distributed in 400 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $391M, Vanguard Ftse Developed Market with a value of $186M, Ishares National Muni Bond ETF with a value of $94.9M, Vanguard Ftse Emerging Mkts Et with a value of $88.7M, and Ishares Trust Ishares Esg Awar with a value of $62.1M.
Examining the 13F form we can see an increase of $144M in the current position value, from $1.46B to 1.61B.
Below you can find more details about Ellevest, Inc. portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of Under $50 Millions
Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
---|
Summary
- Portfolio
- No. of Stocks 400
- Current Value $1.61 Billion
- Prior Value $1.46 Billion
- Filing
- Period Q1 2024
- Filing Date May 13, 2024
- Form Type 13F-HR
- Activity in Q1 2024
- New Purchases 42 stocks
- Additional Purchases 225 stocks
- Sold out of 0 stocks
- Reduced holdings in 115 stocks