Leading Edge Financial Planning LLC Portfolio Holdings

Leading Edge Financial Planning LLC

  • $249 Billion
  • Q2 2024

Leading Edge Financial Planning LLC has filed its 13F form on August 01, 2024 for Q2 2024 where it was disclosed a total value porftolio of $249 Billion distributed in 50 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $37.1B, Spdr Portfolio Aggregate Bond with a value of $32.6B, Dimensional ETF Tr Dimensional with a value of $32.3B, Schwab Strategic Tr Us Broad M with a value of $22.1B, and Dimensional ETF Tr Dimensional with a value of $21.4B.

Examining the 13F form we can see an increase of $23.5B in the current position value, from $226B to 249B.

Leading Edge Financial Planning LLC is based out at Knoxville, TN

Below you can find more details about Leading Edge Financial Planning LLC portfolio as well as his latest detailed transactions.

Portfolio value $249 Billion
ETFs: $232 Billion
Technology: $532 Million
Energy: $446 Million
Consumer Cyclical: $229 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$37.1 Billion 14.9% of portfolio
580,218
Q2 2024 Added 8.11%
$0
$32.6 Billion 13.09% of portfolio
1,300,330
Q2 2024 Added 13.82%
$0
$32.3 Billion 12.95% of portfolio
1,227,765
Q2 2024 Added 12.96%
$0
$22.1 Billion 8.85% of portfolio
350,971
Q2 2024 Added 9.44%
$0
$21.4 Billion 8.59% of portfolio
669,242
Q2 2024 Added 10.26%
$0
$16 Billion 6.42% of portfolio
555,835
Q2 2024 Added 12.82%
$0
$14.3 Billion 5.75% of portfolio
536,272
Q2 2024 Added 1.79%
$0
$12.8 Billion 5.14% of portfolio
203,730
Q2 2024 Added 9.32%
$0
$9.17 Billion 3.68% of portfolio
99,886
Q2 2024 Added 43.25%
$0
$8.02 Billion 3.22% of portfolio
196,464
Q2 2024 Added 5.37%
$0
$7.99 Billion 3.21% of portfolio
343,841
Q2 2024 Reduced 3.03%
$0
$5.54 Billion 2.22% of portfolio
113,861
Q2 2024 Added 8.13%
$0
$2.77 Billion 1.11% of portfolio
119,169
Q2 2024 Added 5.01%
$0
$2.34 Billion 0.94% of portfolio
51,437
Q2 2024 Reduced 12.58%
$0
$1.99 Billion 0.8% of portfolio
13,209
Q2 2024 New
$0
$1.8 Billion 0.72% of portfolio
60,809
Q2 2024 Reduced 2.66%
$0
$1.57 Billion 0.63% of portfolio
37,716
Q2 2024 Added 125.67%
$0
$1.27 Billion 0.51% of portfolio
20,831
Q2 2024 New
$7.72B
$1.26 Billion 0.5% of portfolio
27,233
Q2 2024 Added 7.09%
$0
$1.22 Billion 0.49% of portfolio
2,542
Q2 2024 Added 1.64%
$0
$1.2 Billion 0.48% of portfolio
13,355
Q2 2024 Added 13.97%
$0
$1.13 Billion 0.45% of portfolio
27,471
Q2 2024 New
$0
$1.09 Billion 0.44% of portfolio
42,912
Q2 2024 Reduced 1.33%
$0
$933 Million 0.37% of portfolio
14,517
Q2 2024 Reduced 6.66%
$0
$848 Million 0.34% of portfolio
23,294
Q2 2024 Reduced 4.18%
$0
$719 Million 0.29% of portfolio
3,936
Q2 2024 Added 0.54%
$0
$703 Million 0.28% of portfolio
27,648
Q2 2024 Added 39.56%
$0
$612 Million 0.25% of portfolio
12,112
Q2 2024 Added 9.06%
$0
$576 Million 0.23% of portfolio
11,962
Q2 2024 Reduced 39.52%
$3.66T
$532 Million 0.21% of portfolio
2,524
Q2 2024 Reduced 62.17%
$0
$501 Million 0.2% of portfolio
3,126
Q2 2024 Reduced 0.7%
$0
$493 Million 0.2% of portfolio
6,711
Q2 2024 Added 5.67%
$63.5B
$446 Million 0.18% of portfolio
15,385
Q2 2024 Reduced 2.71%
Dimensional ETF Trust
-
$364 Million 0.15% of portfolio
-
Q2 2024 Added 74.29%
$0
$377 Million 0.15% of portfolio
4,853
Q2 2024 Reduced 2.75%
$0
$325 Million 0.13% of portfolio
1,214
Q2 2024 Added 1.59%
$0
$319 Million 0.13% of portfolio
7,413
Q2 2024 Reduced 0.27%
$0
$297 Million 0.12% of portfolio
10,284
Q1 2024 Reduced 21.08%
$0
$253 Million 0.1% of portfolio
2,132
Q2 2024 Added 7.79%
$0
$249 Million 0.1% of portfolio
9,611
Q2 2024 Reduced 3.41%
$0
$246 Million 0.1% of portfolio
7,633
Q2 2024 Added 0.01%
$0
$253 Million 0.1% of portfolio
17,205
Q2 2024 Reduced 37.64%
$0
$237 Million 0.1% of portfolio
1,389
Q2 2024 Added 3.35%
$0
$222 Million 0.09% of portfolio
3,742
Q2 2024 Reduced 26.71%
$1.92T
$229 Million 0.09% of portfolio
1,184
Q1 2024 Reduced 55.92%
$0
$230 Million 0.09% of portfolio
5,716
Q1 2024 New
$0
$202 Million 0.08% of portfolio
371
Q2 2024 New
$0
$209 Million 0.08% of portfolio
382
Q1 2024 Reduced 18.2%
$0
$202 Million 0.08% of portfolio
2,733
Q2 2024 Reduced 5.01%

Summary

  • Portfolio
  • No. of Stocks 50
  • Current Value $249 Billion
  • Prior Value $226 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 01, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 4 stocks
  • Additional Purchases 26 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 16 stocks
Track This Portfolio

Track Leading Edge Financial Planning LLC Portfolio

Follow Leading Edge Financial Planning LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Leading Edge Financial Planning LLC, based on Form 13F filings with the SEC.

News

Stay updated on Leading Edge Financial Planning LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email