Lbj Family Wealth Advisors, Ltd. Portfolio Holdings

Lbj Family Wealth Advisors, Ltd.

  • $168 Million
  • Q3 2024

Lbj Family Wealth Advisors, Ltd. has filed its 13F form on October 01, 2024 for Q3 2024 where it was disclosed a total value porftolio of $168 Million distributed in 28 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Russell 1000 Gr ETF with a value of $41.4M, Ishares Russell 1000 Val ETF with a value of $32.5M, Ishares Russell Midcap Value E with a value of $17.1M, Ishares Russell Mid Cap Growth with a value of $16.5M, and Ishares Russell2000 Val ETF with a value of $10.7M.

Examining the 13F form we can see an increase of $10.6M in the current position value, from $158M to 168M.

Below you can find more details about Lbj Family Wealth Advisors, Ltd. portfolio as well as his latest detailed transactions.

Portfolio value $168 Million
ETFs: $166 Million
Financial Services: $1.36 Million
Consumer Defensive: $909,000

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.45B
$1.36 Million 0.81% of portfolio
18,982
Q1 2024 Reduced 0.84%
$14B
$909,000 0.54% of portfolio
18,593
Q1 2024 Added 0.01%

Summary

  • Portfolio
  • No. of Stocks 28
  • Current Value $168 Million
  • Prior Value $158 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 01, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 0 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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