Headinvest, LLC Portfolio Holdings
Headinvest, LLC
- $498 Million
- Q1 2025
Headinvest, LLC has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $498 Million distributed in 235 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P Sm Cap ETF with a value of $25.9M, Microsoft Corp with a value of $18.9M, Procter & Gamble CO with a value of $17.7M, Vanguard Whitehall Fds (Vangua with a value of $14.3M, and Vanguard Total Stock Market Et with a value of $13.3M.
Examining the 13F form we can see an decrease of $16.5M in the current position value, from $514M to 498M.
Headinvest, LLC is based out at Portland, ME
Below you can find more details about Headinvest, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of Under $50 Millions
Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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