Heirloom Wealth Management Portfolio Holdings

Heirloom Wealth Management

  • $308 Million
  • Q3 2024

Heirloom Wealth Management has filed its 13F form on October 16, 2024 for Q3 2024 where it was disclosed a total value porftolio of $308 Million distributed in 47 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr Inflation P with a value of $41.9M, Ishares U.S. Treasury Bond ETF with a value of $41.2M, Microsoft Corp with a value of $23.1M, Alphabet Inc. with a value of $21.4M, and Nvidia Corp with a value of $20.9M.

Examining the 13F form we can see an increase of $11M in the current position value, from $297M to 308M.

Heirloom Wealth Management is based out at Greenwood Village, CO

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

Portfolio value $308 Million
ETFs: $95.2 Million
Technology: $69.7 Million
Financial Services: $40.7 Million
Industrials: $30 Million
Healthcare: $24.6 Million
Communication Services: $21.4 Million
Consumer Cyclical: $16 Million
Energy: $7.63 Million
Other: $2.53 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

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

Summary

  • Portfolio
  • No. of Stocks 47
  • Current Value $308 Million
  • Prior Value $297 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 16, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 1 stocks
  • Additional Purchases 25 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 15 stocks
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