Family Wealth Partners, LLC Portfolio Holdings

Family Wealth Partners, LLC

  • $195 Billion
  • Q3 2024

Family Wealth Partners, LLC has filed its 13F form on October 09, 2024 for Q3 2024 where it was disclosed a total value porftolio of $195 Billion distributed in 44 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Lpl Financial Holdings Inc. with a value of $34.4B, Ishares Core S&P Total U.S. St with a value of $26.9B, Vanguard Intermediate Term Tre with a value of $10.9B, Vanguard Small Cap Value ETF with a value of $9.55B, and Vanguard Small Cap ETF with a value of $6.86B.

Examining the 13F form we can see an increase of $2.76B in the current position value, from $193B to 195B.

Family Wealth Partners, LLC is based out at Matthews, NC

Below you can find more details about Family Wealth Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $195 Billion
ETFs: $159 Billion
Financial Services: $34.9 Billion
Technology: $759 Million
Real Estate: $68.7 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$25B
$34.4 Billion 17.6% of portfolio
147,896
Q3 2024 Added 0.41%
$0
$26.9 Billion 13.74% of portfolio
213,765
Q3 2024 Added 1.45%
$0
$10.9 Billion 5.58% of portfolio
180,433
Q3 2024 Reduced 0.63%
$0
$9.55 Billion 4.89% of portfolio
47,563
Q3 2024 Reduced 2.3%
$0
$6.86 Billion 3.51% of portfolio
28,934
Q3 2024 Reduced 1.39%
$0
$6.8 Billion 3.48% of portfolio
199,717
Q3 2024 Added 1.98%
$0
$6.55 Billion 3.35% of portfolio
68,289
Q3 2024 Added 2.22%
$0
$6.45 Billion 3.3% of portfolio
91,270
Q3 2024 Added 2.89%
$0
$6.45 Billion 3.3% of portfolio
22,795
Q3 2024 Reduced 1.33%
$0
$6.44 Billion 3.29% of portfolio
228,755
Q3 2024 Added 3.3%
$0
$6.35 Billion 3.25% of portfolio
89,669
Q3 2024 Added 2.52%
$0
$6.22 Billion 3.18% of portfolio
224,682
Q3 2024 Added 3.33%
$0
$5.94 Billion 3.04% of portfolio
11,254
Q3 2024 Reduced 0.76%
$0
$5.6 Billion 2.86% of portfolio
117,225
Q3 2024 Reduced 0.97%
$0
$5.19 Billion 2.65% of portfolio
29,711
Q3 2024 Reduced 0.49%
$0
$4.64 Billion 2.37% of portfolio
94,127
Q3 2024 Reduced 0.98%
$0
$3.04 Billion 1.55% of portfolio
48,206
Q3 2024 Reduced 0.36%
$0
$2.87 Billion 1.47% of portfolio
36,434
Q3 2024 Reduced 6.18%
$0
$2.51 Billion 1.29% of portfolio
30,224
Q3 2024 Reduced 6.98%
$0
$2.47 Billion 1.26% of portfolio
35,700
Q3 2024 Reduced 5.74%
$0
$2.43 Billion 1.24% of portfolio
46,064
Q3 2024 Reduced 0.65%
$0
$2.4 Billion 1.23% of portfolio
19,036
Q3 2024 Reduced 0.71%
$0
$2.34 Billion 1.2% of portfolio
24,044
Q3 2024 Added 2.32%
$0
$2.16 Billion 1.1% of portfolio
27,533
Q3 2024 Reduced 0.22%
$0
$2.08 Billion 1.06% of portfolio
60,596
Q4 2023 New
$0
$1.88 Billion 0.96% of portfolio
29,073
Q3 2024 Reduced 0.44%
$0
$1.75 Billion 0.9% of portfolio
24,675
Q3 2024 Reduced 0.6%
$0
$1.6 Billion 0.82% of portfolio
29,770
Q3 2024 Reduced 4.25%
$0
$1.53 Billion 0.78% of portfolio
2,652
Q3 2024 Added 0.08%
$0
$1.41 Billion 0.72% of portfolio
29,436
Q3 2024 Reduced 0.9%
$0
$1.28 Billion 0.66% of portfolio
17,103
Q3 2024 Reduced 0.83%
$0
$1.09 Billion 0.56% of portfolio
13,891
Q3 2024 Reduced 2.04%
$3.62T
$759 Million 0.39% of portfolio
3,257
Q3 2024 Added 5.17%
$0
$557 Million 0.29% of portfolio
7,016
Q3 2024 Reduced 0.37%
$0
$449 Million 0.23% of portfolio
22,780
Q3 2024 Added 12.93%
$0
$456 Million 0.23% of portfolio
9,078
Q3 2024 Reduced 0.52%
$0
$363 Million 0.19% of portfolio
2,946
Q3 2024 Added 0.07%
-
$289 Million 0.15% of portfolio
-
Q3 2024 Added 0.15%
-
$239 Million 0.12% of portfolio
-
Q3 2024 New
-
$233 Million 0.12% of portfolio
-
Q3 2024 Added 1.24%
$0
$240 Million 0.12% of portfolio
3,046
Q3 2024 Added 0.89%
$0
$74.3 Million 0.04% of portfolio
13,888
Q3 2024 New
$448M
$68.7 Million 0.04% of portfolio
15,055
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 44
  • Current Value $195 Billion
  • Prior Value $193 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 09, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 3 stocks
  • Additional Purchases 16 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 24 stocks
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