Ht Partners LLC has filed its 13F form on October 23, 2024 for Q3 2024 where it was disclosed a total value porftolio of $282 Million distributed in 51 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Broad M with a value of $133M, Ishares Tr Msci Eafe ETF with a value of $48.3M, Vanguard Ftse Developed Market with a value of $17.4M, Ishares Msci Emerging Markets with a value of $16.6M, and Vanguard Total Stock Market Et with a value of $11.7M.

Examining the 13F form we can see an decrease of $423K in the current position value, from $283M to 282M.

Below you can find more details about Ht Partners LLC portfolio as well as his latest detailed transactions.

Portfolio value $282 Million
ETFs: $257 Million
Technology: $9.3 Million
Healthcare: $7.08 Million
Communication Services: $4.77 Million
Consumer Cyclical: $1.39 Million
Financial Services: $1.34 Million
Consumer Defensive: $572,000
Industrials: $422,000
Other: $574,000

Stock Holdings Table

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

Summary

  • Portfolio
  • No. of Stocks 51
  • Current Value $282 Million
  • Prior Value $283 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 23, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 3 stocks
  • Additional Purchases 12 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 19 stocks
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