Esg Planning Portfolio Holdings

Esg Planning

  • $151 Million
  • Q3 2024

Esg Planning has filed its 13F form on November 07, 2024 for Q3 2024 where it was disclosed a total value porftolio of $151 Million distributed in 49 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $25.7M, Ishares National Muni Bond ETF with a value of $20.3M, Vanguard Bd Index Fd Inc Total with a value of $11.9M, Spdr Bloomberg High Yield Bond with a value of $8.91M, and Vanguard Information Technolog with a value of $6.91M.

Examining the 13F form we can see an increase of $51M in the current position value, from $99.8M to 151M.

Esg Planning is based out at Santa Clara, CA

Below you can find more details about Esg Planning portfolio as well as his latest detailed transactions.

Portfolio value $151 Million
ETFs: $91.5 Million
Technology: $38.5 Million
Consumer Cyclical: $5.54 Million
Communication Services: $5.34 Million
Healthcare: $4.37 Million
Financial Services: $2.67 Million
Real Estate: $1.57 Million
Industrials: $1.24 Million
Other: $0

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$81.7B
$1.57 Million 1.04% of portfolio
1,766
Q3 2024 Added 19.49%
$72.3B
$1.07 Million 0.71% of portfolio
3,800
Q3 2024 Added 27.95%
$19.9B
$704,000 0.47% of portfolio
10,315
Q3 2024 New
$167B
$677,000 0.45% of portfolio
2,503
Q3 2024 Added 33.0%
$168B
$651,000 0.43% of portfolio
2,345
Q3 2024 Added 27.72%
$145B
$622,000 0.41% of portfolio
2,526
Q3 2024 Added 30.34%
$154B
$613,000 0.41% of portfolio
2,969
Q3 2024 Added 28.25%
$145B
$583,000 0.39% of portfolio
2,890
Q3 2024 Added 107.17%
$180B
$343,000 0.23% of portfolio
2,022
Q3 2024 New
$16.2B
$210,000 0.14% of portfolio
1,150
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 49
  • Current Value $151 Million
  • Prior Value $99.8 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 07, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 8 stocks
  • Additional Purchases 40 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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