Instrumental Wealth, LLC Portfolio Holdings

Instrumental Wealth, LLC has filed its 13F form on October 15, 2024 for Q3 2024 where it was disclosed a total value porftolio of $103 Billion distributed in 46 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares S&P 500 Growth ETF with a value of $13.6B, Ishares Core S&P Mid Cap ETF with a value of $12.7B, Pacer Fds Tr Us Cash Cows 100 with a value of $12.4B, Ishares S&P 500 Value ETF with a value of $10.8B, and Ishares Tr with a value of $8.44B.

Examining the 13F form we can see an increase of $5.78B in the current position value, from $96.8B to 103B.

Instrumental Wealth, LLC is based out at Tampa, FL

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