Gordian Advisors LLC Portfolio Holdings

Gordian Advisors LLC

  • $125 Billion
  • Q3 2024

Gordian Advisors LLC has filed its 13F form on October 30, 2024 for Q3 2024 where it was disclosed a total value porftolio of $125 Billion distributed in 40 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $27.8B, Vanguard Bd Index Fd Inc Inter with a value of $27.4B, Vanguard Total Stock Market Et with a value of $20.8B, Vanguard Ftse Developed Market with a value of $12.7B, and Vanguard Star Fd Vanguard Tota with a value of $7.12B.

Examining the 13F form we can see an increase of $21.6B in the current position value, from $104B to 125B.

Gordian Advisors LLC is based out at Tucson, AZ

Below you can find more details about Gordian Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $125 Billion
ETFs: $111 Billion
Technology: $7.67 Billion
Financial Services: $1.45 Billion
Consumer Defensive: $1.38 Billion
Healthcare: $1.34 Billion
Consumer Cyclical: $1.05 Billion
Industrials: $365 Million
Communication Services: $247 Million
Other: $464 Million

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$75.3B
$602 Million 0.48% of portfolio
5,800
Q3 2024 New
$110B
$439 Million 0.35% of portfolio
4,500
Q3 2024 New
$183B
$373 Million 0.3% of portfolio
600
Q3 2024 New
$19.5B
$365 Million 0.29% of portfolio
2,775
Q3 2024 New
$140B
$298 Million 0.24% of portfolio
825
Q3 2024 New
$172B
$269 Million 0.21% of portfolio
835
Q3 2024 New
$42.2B
$228 Million 0.18% of portfolio
2,563
Q2 2024 New
$32.2B
$227 Million 0.18% of portfolio
5,310
Q3 2024 New
$191B
$230 Million 0.18% of portfolio
1,041
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 40
  • Current Value $125 Billion
  • Prior Value $104 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 30, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 14 stocks
  • Additional Purchases 16 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 5 stocks
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