Five Oceans Advisors Portfolio Holdings
Five Oceans Advisors
- $197 Million
- Q4 2024
Five Oceans Advisors has filed its 13F form on January 24, 2025 for Q4 2024 where it was disclosed a total value porftolio of $197 Million distributed in 177 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard with a value of $24.8M, Ishares Trishares 0 3 Mnth Tre with a value of $18.7M, Dimensional ETF Tr Inflation P with a value of $13.5M, Dimensional ETF Tr U S Core Eq with a value of $11.8M, and Schwab Strategic Tr Us Broad M with a value of $9.41M.
Examining the 13F form we can see an increase of $7.4M in the current position value, from $189M to 197M.
Below you can find more details about Five Oceans Advisors portfolio as well as his latest detailed transactions.
Portfolio value
$197 Million
ETFs: $116 Million
Technology: $30.9 Million
Financial Services: $14 Million
Communication Services: $10.1 Million
Healthcare: $8.79 Million
Consumer Cyclical: $8.33 Million
Industrials: $3.56 Million
Consumer Defensive: $3.33 Million
Other: $1.41 Million
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|