Fort Henry Capital, LLC has filed its 13F form on October 24, 2024 for Q3 2024 where it was disclosed a total value porftolio of $147 Million distributed in 16 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $38.8M, Ishares Core U.S. Aggregate Bo with a value of $27.8M, Ishares Core S&P Sm Cap ETF with a value of $19.7M, Vanguard Bd Index Fd Inc Short with a value of $18.5M, and Vanguard Specialized Funds Van with a value of $13.9M.

Examining the 13F form we can see an increase of $7.8M in the current position value, from $139M to 147M.

Below you can find more details about Fort Henry Capital, LLC portfolio as well as his latest detailed transactions.

Portfolio value $147 Million
ETFs: $146 Million
Healthcare: $221,000

Stock Holdings Table

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

Summary

  • Portfolio
  • No. of Stocks 16
  • Current Value $147 Million
  • Prior Value $139 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 24, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 1 stocks
  • Additional Purchases 9 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 5 stocks
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