First Purpose Wealth LLC has filed its 13F form on April 22, 2024 for Q1 2024 where it was disclosed a total value porftolio of $275 Million distributed in 209 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr with a value of $40M, Dimensional ETF Tr U S Core Eq with a value of $34.2M, Dimensional ETF Tr with a value of $14.7M, Dimensional ETF Tr Core Fxd In with a value of $11.1M, and Vanguard Bd Index Fd Inc Total with a value of $9.34M.
Examining the 13F form we can see an increase of $18.1M in the current position value, from $257M to 275M.
Also it can be appreciated an additional of 16 stocks purchases and 22 closed positions.
Below you can find more details about First Purpose Wealth LLC portfolio as well as his latest detailed transactions.
Portfolio value
$275 Million
ETFs: $185 Million
Technology: $19.1 Million
Financial Services: $13.2 Million
Industrials: $11.4 Million
Healthcare: $10.8 Million
Consumer Cyclical: $8.18 Million
Real Estate: $6.59 Million
Communication Services: $6.11 Million
Other: $13.4 Million
Stock Holdings Table Market Cap. of $200 Billions or more
