Fountainhead Am, LLC has filed its 13F form on November 04, 2024 for Q3 2024 where it was disclosed a total value porftolio of $450 Million distributed in 148 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr Russell 1000 ETF with a value of $58.8M, Ishares Core S&P Sm Cap ETF with a value of $31M, Vanguard Large Cap ETF with a value of $28.2M, Ishares Core S&P 500 ETF with a value of $25.2M, and Jp Morgan ETF Tr Ultra Short I with a value of $22.2M.
Examining the 13F form we can see an increase of $46.3M in the current position value, from $404M to 450M.
Fountainhead Am, LLC is based out at Warren, NJ
Below you can find more details about Fountainhead Am, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$450 Million
ETFs: $364 Million
Technology: $29.5 Million
Financial Services: $22.9 Million
Consumer Cyclical: $10.6 Million
Healthcare: $7.17 Million
Communication Services: $5.03 Million
Real Estate: $3.19 Million
Energy: $3.02 Million
Other: $3.41 Million
Stock Holdings Table Market Cap. of $200 Billions or more
