Greenhouse Wealth Management, LLC has filed its 13F form on October 08, 2024 for Q3 2024 where it was disclosed a total value porftolio of $148 Million distributed in 59 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $54M, Vanguard Value ETF with a value of $13.8M, Ishares Core S&P 500 ETF with a value of $11M, Vanguard Index Fds S&P 500 ETF with a value of $9.35M, and Vanguard Total Stock Market Et with a value of $7.18M.

Examining the 13F form we can see an increase of $11.2M in the current position value, from $137M to 148M.

Below you can find more details about Greenhouse Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $148 Million
ETFs: $135 Million
Technology: $4.04 Million
Communication Services: $2.8 Million
Industrials: $2.22 Million
Consumer Cyclical: $1.21 Million
Consumer Defensive: $951,000
Financial Services: $948,000
Healthcare: $918,000
Other: $209,000

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 59
  • Current Value $148 Million
  • Prior Value $137 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 08, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 3 stocks
  • Additional Purchases 30 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 6 stocks
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