Gpwm LLC Portfolio Holdings
Gpwm LLC
- $128 Million
- Q2 2024
Gpwm LLC has filed its 13F form on July 10, 2024 for Q2 2024 where it was disclosed a total value porftolio of $128 Million distributed in 20 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Bd Index Fd Inc Total with a value of $15.4M, Vanguard Mun Bd Fds Tax Exempt with a value of $15.2M, Vanguard Ftse Developed Market with a value of $15M, Vanguard Large Cap ETF with a value of $14.3M, and Vanguard Small Cap ETF with a value of $11.1M.
Examining the 13F form we can see an increase of $2.97M in the current position value, from $125M to 128M.
Below you can find more details about Gpwm LLC portfolio as well as his latest detailed transactions.