ETF Portfolio Partners, Inc. Portfolio Holdings

ETF Portfolio Partners, Inc.

  • $338 Million
  • Q3 2024

ETF Portfolio Partners, Inc. has filed its 13F form on October 07, 2024 for Q3 2024 where it was disclosed a total value porftolio of $338 Million distributed in 57 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $66M, Vanguard Mega Cap Value with a value of $45.6M, Ishares Core U.S. Aggregate Bo with a value of $42.5M, Vanguard Bd Index Fd Inc Long with a value of $28.5M, and Ishares S&P 500 Value ETF with a value of $21.4M.

Examining the 13F form we can see an increase of $18.4M in the current position value, from $319M to 338M.

Below you can find more details about ETF Portfolio Partners, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $338 Million
ETFs: $330 Million
Technology: $4.14 Million
Industrials: $1.16 Million
Healthcare: $742,000
Consumer Defensive: $661,000
Consumer Cyclical: $502,000
Financial Services: $344,000
Communication Services: $235,000
Other: $0

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$5.91B
$298,000 0.09% of portfolio
2,400
Q1 2024 New

Summary

  • Portfolio
  • No. of Stocks 57
  • Current Value $338 Million
  • Prior Value $319 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 07, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 5 stocks
  • Additional Purchases 10 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 21 stocks
Track This Portfolio

Track ETF Portfolio Partners, Inc. Portfolio

Follow ETF Portfolio Partners, Inc. 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 ETF Portfolio Partners, Inc., based on Form 13F filings with the SEC.

News

Stay updated on ETF Portfolio Partners, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email