Gentry Private Wealth, LLC has filed its 13F form on February 06, 2025 for Q4 2024 where it was disclosed a total value porftolio of $24 Billion distributed in 33 stocks.

Among their holdings, we can observe that their the top five positions include companies like: First Tr Enhanced Traded Fd Iv with a value of $2.99B, First Tr Exchange Traded Fd Vi with a value of $1.86B, Vanguard Index Fds S&P 500 ETF with a value of $1.82B, Invesco Qqq Trust, Series 1 with a value of $1.74B, and Rbb Fd Inc Us Treas 12 Month B with a value of $1.35B.

Examining the 13F form we can see an decrease of $98.3B in the current position value, from $122B to 24B.

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 $24 Billion
ETFs: $15.9 Billion

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

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

Summary

  • Portfolio
  • No. of Stocks 33
  • Current Value $24 Billion
  • Prior Value $122 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 06, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 4 stocks
  • Additional Purchases 6 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 19 stocks
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