Esg Planning Portfolio Holdings
Esg Planning
- $133 Million
- Q4 2024
Esg Planning has filed its 13F form on February 12, 2025 for Q4 2024 where it was disclosed a total value porftolio of $133 Million distributed in 45 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $21.6M, Ishares National Muni Bond ETF with a value of $20.5M, Vanguard Bd Index Fd Inc Total with a value of $9.54M, Spdr Bloomberg High Yield Bond with a value of $7.93M, and Apple Inc. with a value of $6.79M.
Examining the 13F form we can see an decrease of $17.6M in the current position value, from $151M to 133M.
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
$133 Million
ETFs: $80.4 Million
Technology: $34.1 Million
Consumer Cyclical: $5.42 Million
Communication Services: $4.98 Million
Healthcare: $3.39 Million
Financial Services: $2.6 Million
Real Estate: $1.18 Million
Industrials: $1.12 Million
Other: $0
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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