Forte Asset Management LLC Portfolio Holdings
Forte Asset Management LLC
- $165 Million
- Q1 2024
Forte Asset Management LLC has filed its 13F form on May 03, 2024 for Q1 2024 where it was disclosed a total value porftolio of $165 Million distributed in 58 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr with a value of $10.5M, Ishares Core Dividend Growth E with a value of $9.58M, Ishares Msci Usa Quality Facto with a value of $8.69M, Ishares Tr with a value of $8.63M, and Ishares Russell 3000 ETF with a value of $7.85M.
Examining the 13F form we can see an increase of $18.6M in the current position value, from $146M to 165M.
Below you can find more details about Forte Asset Management LLC portfolio as well as his latest detailed transactions.