Hiley Hunt Wealth Management Portfolio Holdings

Hiley Hunt Wealth Management

  • $175 Billion
  • Q3 2024

Hiley Hunt Wealth Management has filed its 13F form on December 17, 2024 for Q3 2024 where it was disclosed a total value porftolio of $175 Billion distributed in 38 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Value ETF with a value of $28.9B, Vanguard Growth ETF with a value of $23.9B, Dimensional ETF Tr Core Fxd In with a value of $21.6B, Vanguard Sht Term Corp Bd ETF with a value of $12.8B, and Vanguard Ftse Developed Market with a value of $11.9B.

Examining the 13F form we can see an increase of $12.7B in the current position value, from $162B to 175B. Also it can be appreciated an additional of 2 stocks purchases and 2 closed positions.

Hiley Hunt Wealth Management is based out at Omaha, NE

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

Portfolio value $175 Billion
ETFs: $159 Billion
Financial Services: $3.49 Billion
Technology: $2.53 Billion
Industrials: $1.63 Billion
Consumer Defensive: $1.43 Billion
Healthcare: $264 Million
Communication Services: $223 Million

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$6.97B
$226 Million 0.13% of portfolio
778
Q3 2024 Added 0.26%

Summary

  • Portfolio
  • No. of Stocks 38
  • Current Value $175 Billion
  • Prior Value $162 Billion
  • Filing
  • Period Q3 2024
  • Filing Date December 17, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 2 stocks
  • Additional Purchases 17 stocks
  • Sold out of 2 stocks
  • Reduced holdings in 16 stocks
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