Gentry Private Wealth, LLC Portfolio Holdings

Gentry Private Wealth, LLC

  • $122 Billion
  • Q3 2024

Gentry Private Wealth, LLC has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $122 Billion distributed in 83 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 $44.6B, Vanguard Growth ETF with a value of $10.1B, J P Morgan ETF Tr U S Quality with a value of $5.19B, Ea Series Trust with a value of $3.75B, and Spdr Portfolio Intermediate Te with a value of $3.66B.

Examining the 13F form we can see an increase of $8.62B in the current position value, from $114B to 122B.

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 $122 Billion
ETFs: $94.3 Billion
Technology: $3.27 Billion
Financial Services: $3.17 Billion
Consumer Defensive: $2.61 Billion
Consumer Cyclical: $2.05 Billion
Energy: $1.93 Billion
Healthcare: $1.37 Billion
Communication Services: $1.27 Billion
Other: $2.22 Billion

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.52B
$364 Million 0.3% of portfolio
32,995
Q3 2024 Reduced 1.07%

Summary

  • Portfolio
  • No. of Stocks 83
  • Current Value $122 Billion
  • Prior Value $114 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 12, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 12 stocks
  • Additional Purchases 15 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 49 stocks
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