Instrumental Wealth, LLC Portfolio Holdings
Instrumental Wealth, LLC
- $96.8 Billion
- Q2 2024
Instrumental Wealth, LLC has filed its 13F form on July 26, 2024 for Q2 2024 where it was disclosed a total value porftolio of $96.8 Billion distributed in 45 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 $12.1B, Ishares Core S&P Mid Cap ETF with a value of $11.9B, Pacer Fds Tr Us Cash Cows 100 with a value of $11.4B, Ishares S&P 500 Value ETF with a value of $9.8B, and Ishares Tr with a value of $7.99B.
Examining the 13F form we can see an decrease of $133B in the current position value, from $230B to 96.8B.
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.