Haven Private, LLC has filed its 13F form on February 06, 2025 for Q4 2024 where it was disclosed a total value porftolio of $179 Billion distributed in 136 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Columbia ETF Tr I Multi Sector with a value of $14B, American Centy ETF Tr with a value of $11.7B, Vaneck Vectors ETF Tr Bdc Inco with a value of $8.86B, Ishares Tr with a value of $7.41B, and Grayscale Bitcoin Trust (Btc) with a value of $5.43B.

Examining the 13F form we can see an increase of $179B in the current position value.

Haven Private, LLC is based out at Orlando, FL

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

Portfolio value $179 Billion
ETFs: $87.3 Billion
Technology: $22 Billion
Industrials: $8.84 Billion
Communication Services: $5.72 Billion
Healthcare: $5.67 Billion
Financial Services: $4.87 Billion
Consumer Cyclical: $4.14 Billion
Consumer Defensive: $4.11 Billion
Other: $1.85 Billion

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 136
  • Current Value $179 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 06, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 136 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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