Fort Vancouver Investment Management, LLC Portfolio Holdings

Fort Vancouver Investment Management, LLC

  • $116 Billion
  • Q3 2024

Fort Vancouver Investment Management, LLC has filed its 13F form on October 25, 2024 for Q3 2024 where it was disclosed a total value porftolio of $116 Billion distributed in 48 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $18.1B, Schwab Strategic Tr Intl Eqty with a value of $17.2B, American Centy ETF Tr Avantis with a value of $12.2B, American Centy ETF Tr Avantis with a value of $10.9B, and Vanguard Extended Market ETF with a value of $9.06B.

Examining the 13F form we can see an increase of $11.7B in the current position value, from $104B to 116B.

Fort Vancouver Investment Management, LLC is based out at Vancouver, WA

Below you can find more details about Fort Vancouver Investment Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $116 Billion
ETFs: $114 Billion
Consumer Defensive: $12.6 Million

Stock Holdings Table Market Cap. of $200 Billions or more

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

Summary

  • Portfolio
  • No. of Stocks 48
  • Current Value $116 Billion
  • Prior Value $104 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 25, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 3 stocks
  • Additional Purchases 13 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 17 stocks
Track This Portfolio

Track Fort Vancouver Investment Management, LLC Portfolio

Follow Fort Vancouver Investment Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Fort Vancouver Investment Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fort Vancouver Investment Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email