Financial & Tax Architects, LLC Portfolio Holdings
Financial & Tax Architects, LLC
- $363 Billion
- Q1 2024
Financial & Tax Architects, LLC has filed its 13F form on May 08, 2024 for Q1 2024 where it was disclosed a total value porftolio of $363 Billion distributed in 85 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $19.7B, Ishares Tr Msci Eafe ETF with a value of $18.4B, Ishares Core U.S. Reit ETF with a value of $18B, Abrdn Etfs Abrdn Bloomberg All with a value of $17.9B, and Ishares Barclays with a value of $17.3B.
Examining the 13F form we can see an increase of $25.4B in the current position value, from $338B to 363B.
Financial & Tax Architects, LLC is based out at St Louis, MO
Below you can find more details about Financial & Tax Architects, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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