Firethorn Wealth Partners, LLC Portfolio Holdings

Firethorn Wealth Partners, LLC

  • $198 Million
  • Q1 2025

Firethorn Wealth Partners, LLC has filed its 13F form on April 10, 2025 for Q1 2025 where it was disclosed a total value porftolio of $198 Million distributed in 172 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $14.3M, Janus Detroit Str Tr Janus Hen with a value of $12.8M, Ishares Core S&P 500 ETF with a value of $9.28M, Spdr Portfolio S&P 500 ETF (Ma with a value of $8.82M, and Dimensional ETF Tr with a value of $7.28M.

Examining the 13F form we can see an increase of $5.8M in the current position value, from $193M to 198M.

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

Portfolio value $198 Million
ETFs: $140 Million
Financial Services: $15.3 Million
Technology: $13.6 Million
Industrials: $5.58 Million
Consumer Cyclical: $4.53 Million
Communication Services: $4.15 Million
Consumer Defensive: $4.05 Million
Healthcare: $2.75 Million
Other: $6.7 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$233M
$532,000 0.27% of portfolio
67,185
Q1 2025 Added 9.3%

Summary

  • Portfolio
  • No. of Stocks 172
  • Current Value $198 Million
  • Prior Value $193 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 10, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 17 stocks
  • Additional Purchases 97 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 55 stocks
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