Gentry Private Wealth, LLC has filed its 13F form on August 05, 2024 for Q2 2024 where it was disclosed a total value porftolio of $114 Billion distributed in 76 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 $44.1B, Vanguard Growth ETF with a value of $9.93B, J P Morgan ETF Tr U S Quality with a value of $6.19B, Vanguard Total Stock Market Et with a value of $3.48B, and Spdr Portfolio Intermediate Te with a value of $3.28B.

Examining the 13F form we can see an increase of $114B in the current position value.

Gentry Private Wealth, LLC is based out at Wichita, KS

Below you can find more details about Gentry Private Wealth, LLC portfolio as well as his latest detailed transactions.

Portfolio value $114 Billion
ETFs: $93.8 Billion
Technology: $3.4 Billion
Financial Services: $3 Billion
Consumer Defensive: $2.4 Billion
Consumer Cyclical: $1.96 Billion
Energy: $1.95 Billion
Communication Services: $1.29 Billion
Healthcare: $1.29 Billion
Other: $1.96 Billion

Stock Holdings Table ETFs Only

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

Summary

  • Portfolio
  • No. of Stocks 76
  • Current Value $114 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 05, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 76 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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