Firethorn Wealth Partners, LLC Portfolio Holdings

Firethorn Wealth Partners, LLC

  • $193 Million
  • Q4 2024

Firethorn Wealth Partners, LLC has filed its 13F form on January 21, 2025 for Q4 2024 where it was disclosed a total value porftolio of $193 Million distributed in 160 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 $15.3M, Ishares Core S&P 500 ETF with a value of $10.6M, Spdr Portfolio S&P 500 ETF (Ma with a value of $9.78M, Janus Detroit Str Tr Janus Hen with a value of $8.7M, and Ishares S&P 500 Growth ETF with a value of $7.59M.

Examining the 13F form we can see an increase of $4.18M in the current position value, from $188M to 193M.

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

Portfolio value $193 Million
ETFs: $136 Million
Financial Services: $15 Million
Technology: $13.4 Million
Industrials: $5.42 Million
Consumer Cyclical: $4.89 Million
Communication Services: $4.03 Million
Consumer Defensive: $3.78 Million
Healthcare: $2.33 Million
Other: $5.89 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$568M
$147,000 0.08% of portfolio
11,689
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 160
  • Current Value $193 Million
  • Prior Value $188 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 21, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 15 stocks
  • Additional Purchases 73 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 65 stocks
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