Firethorn Wealth Partners, LLC Portfolio Holdings

Firethorn Wealth Partners, LLC

  • $188 Million
  • Q3 2024

Firethorn Wealth Partners, LLC has filed its 13F form on October 16, 2024 for Q3 2024 where it was disclosed a total value porftolio of $188 Million distributed in 155 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 $16.1M, Ishares Core S&P 500 ETF with a value of $11.2M, Spdr Portfolio S&P 500 ETF (Ma with a value of $10.2M, Ishares S&P 500 Growth ETF with a value of $7.66M, and Ishares Msci Usa Quality Facto with a value of $7.04M.

Examining the 13F form we can see an increase of $19.2M in the current position value, from $169M to 188M.

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

Portfolio value $188 Million
ETFs: $134 Million
Financial Services: $13.1 Million
Technology: $12.6 Million
Industrials: $5.87 Million
Consumer Cyclical: $3.98 Million
Communication Services: $3.67 Million
Consumer Defensive: $3.56 Million
Healthcare: $2.91 Million
Other: $6.48 Million

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 155
  • Current Value $188 Million
  • Prior Value $169 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 16, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 19 stocks
  • Additional Purchases 69 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 59 stocks
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