Family Wealth Group, LLC Portfolio Holdings
Family Wealth Group, LLC
- $92.4 Million
- Q2 2024
Family Wealth Group, LLC has filed its 13F form on August 14, 2024 for Q2 2024 where it was disclosed a total value porftolio of $92.4 Million distributed in 112 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $17M, Ishares Tr Russell 200 Growth with a value of $4.02M, Spdr Portfolio S&P 500 ETF (Ma with a value of $2.84M, Ishares Inc with a value of $2.75M, and Ishares Core Msci Intl Develop with a value of $2.63M.
Examining the 13F form we can see an increase of $5.51M in the current position value, from $86.9M to 92.4M. Also it can be appreciated an additional of 10 stocks purchases and 10 closed positions.
Family Wealth Group, LLC is based out at Lexington, KY
Below you can find more details about Family Wealth Group, LLC portfolio as well as his latest detailed transactions.