Gpwm LLC Portfolio Holdings

Gpwm LLC

  • $144 Million
  • Q4 2024

Gpwm LLC has filed its 13F form on January 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $144 Million distributed in 32 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 $17.8M, Vanguard Large Cap ETF with a value of $16.4M, Vanguard Mun Bd Fds Tax Exempt with a value of $15.9M, Vanguard Ftse Developed Market with a value of $15.8M, and Vanguard Small Cap ETF with a value of $12.7M.

Examining the 13F form we can see an increase of $3.26M in the current position value, from $141M to 144M.

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

Portfolio value $144 Million
ETFs: $144 Million
Financial Services: $0

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

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

Summary

  • Portfolio
  • No. of Stocks 32
  • Current Value $144 Million
  • Prior Value $141 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 12 stocks
  • Additional Purchases 16 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 2 stocks
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