Gpwm LLC Portfolio Holdings

Gpwm LLC

  • $141 Million
  • Q3 2024

Gpwm LLC has filed its 13F form on October 25, 2024 for Q3 2024 where it was disclosed a total value porftolio of $141 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 $17.1M, Vanguard Ftse Developed Market with a value of $16.7M, Vanguard Mun Bd Fds Tax Exempt with a value of $15.9M, Vanguard Large Cap ETF with a value of $15.6M, and Vanguard Small Cap ETF with a value of $12.5M.

Examining the 13F form we can see an increase of $12.9M in the current position value, from $128M to 141M.

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

Portfolio value $141 Million
ETFs: $141 Million

Stock Holdings Table Market Cap. of Under $50 Millions

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

Summary

  • Portfolio
  • No. of Stocks 20
  • Current Value $141 Million
  • Prior Value $128 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 25, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 0 stocks
  • Additional Purchases 13 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1 stocks
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