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
$87.5B
$1.57 Million 1.04% of portfolio
1,766
Q3 2024 Added 19.49%
$80.9B
$1.07 Million 0.71% of portfolio
3,800
Q3 2024 Added 27.95%
$20.5B
$704,000 0.47% of portfolio
10,315
Q3 2024 New
$160B
$677,000 0.45% of portfolio
2,503
Q3 2024 Added 33.0%
$170B
$651,000 0.43% of portfolio
2,345
Q3 2024 Added 27.72%
$141B
$622,000 0.41% of portfolio
2,526
Q3 2024 Added 30.34%
$157B
$613,000 0.41% of portfolio
2,969
Q3 2024 Added 28.25%
$147B
$583,000 0.39% of portfolio
2,890
Q3 2024 Added 107.17%
$177B
$343,000 0.23% of portfolio
2,022
Q3 2024 New
$14.5B
$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
Track This Portfolio

Track Esg Planning Portfolio

Follow Esg Planning and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Esg Planning, based on Form 13F filings with the SEC.

News

Stay updated on Esg Planning with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email