Entruity Wealth, LLC has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $101 Billion distributed in 42 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Capital Group Divid Value ETF with a value of $13.2B, Capital Group Core Equity ETF with a value of $10.1B, First Tr ETF Fd Iv First Tr Lo with a value of $5.91B, Capital Grp Core Plus Income E with a value of $5.74B, and Capital Group Global Growth Eq with a value of $5.26B.

Examining the 13F form we can see an increase of $101B in the current position value.

Entruity Wealth, LLC is based out at Bakersfield, CA

Below you can find more details about Entruity Wealth, LLC portfolio as well as his latest detailed transactions.

Portfolio value $101 Billion
ETFs: $55.1 Billion
Financial Services: $9.66 Billion
Technology: $4.17 Billion
Energy: $3.39 Billion
Basic Materials: $3.01 Billion
Consumer Defensive: $352 Million
Industrials: $269 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 42
  • Current Value $101 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 42 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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