Fin Dec Wealth Services, Inc. Portfolio Holdings

Fin Dec Wealth Services, Inc.

  • $172 Billion
  • Q3 2024

Fin Dec Wealth Services, Inc. has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $172 Billion distributed in 42 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Capital Group Core Plus Income with a value of $20B, Capital Group Divid Value ETF with a value of $15B, Dimensional ETF Tr with a value of $13.1B, Dimensional ETF Trust with a value of $9.92B, and Dimensional ETF Tr Core Fxd In with a value of $9.49B.

Examining the 13F form we can see an increase of $13.8B in the current position value, from $158B to 172B.

Fin Dec Wealth Services, Inc. is based out at Stockton, CA

Below you can find more details about Fin Dec Wealth Services, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $172 Billion
ETFs: $139 Billion
Technology: $9.93 Billion
Communication Services: $2.37 Billion
Consumer Cyclical: $921 Million
Consumer Defensive: $798 Million
Financial Services: $531 Million
Healthcare: $430 Million
Real Estate: $265 Million
Other: $0

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.1T
$5.76 Billion 3.34% of portfolio
24,710
Q3 2024 Reduced 0.48%
$348B
$2.7 Billion 1.57% of portfolio
22,261
Q3 2024 Reduced 9.57%
$1.32T
$2.37 Billion 1.37% of portfolio
4,135
Q3 2024 Added 0.07%
$3.24T
$1.47 Billion 0.85% of portfolio
3,408
Q3 2024 Added 0.71%
$208B
$798 Million 0.46% of portfolio
4,692
Q1 2024 Reduced 0.3%
$2.29T
$661 Million 0.38% of portfolio
3,549
Q3 2024 Added 5.06%
$757B
$388 Million 0.22% of portfolio
437
Q3 2024 Added 1.86%
$699B
$283 Million 0.16% of portfolio
1,343
Q3 2024 Added 5.75%
$1.36T
$260 Million 0.15% of portfolio
993
Q3 2024 Reduced 2.93%
$590B
$248 Million 0.14% of portfolio
538
Q3 2024 Added 1.89%

Summary

  • Portfolio
  • No. of Stocks 42
  • Current Value $172 Billion
  • Prior Value $158 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 14, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 1 stocks
  • Additional Purchases 29 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 8 stocks
Track This Portfolio

Track Fin Dec Wealth Services, Inc. Portfolio

Follow Fin Dec Wealth Services, 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 Fin Dec Wealth Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Fin Dec Wealth Services, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email