Engrave Wealth Partners LLC Portfolio Holdings
Engrave Wealth Partners LLC
- $350 Million
- Q4 2023
Engrave Wealth Partners LLC has filed its 13F form on January 16, 2024 for Q4 2023 where it was disclosed a total value porftolio of $350 Million distributed in 81 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Exxon Mobil Corp with a value of $46.7M, ETF Ser Solution Distillate Us with a value of $41.3M, Vanguard Index Fds S&P 500 ETF with a value of $35.8M, Vanguard Growth ETF with a value of $35.4M, and Goldman Sachs ETF Tr Access Ul with a value of $26.9M.
Examining the 13F form we can see an increase of $24.9M in the current position value, from $325M to 350M.
Below you can find more details about Engrave Wealth Partners LLC portfolio as well as his latest detailed transactions.
Portfolio value
$350 Million
ETFs: $249 Million
Energy: $57 Million
Financial Services: $18.9 Million
Technology: $8.95 Million
Healthcare: $4.91 Million
Industrials: $4.17 Million
Consumer Cyclical: $3.92 Million
Consumer Defensive: $1.57 Million
Other: $1.57 Million