Lebenthal Global Advisors, LLC has filed its 13F form on October 28, 2024 for Q3 2024 where it was disclosed a total value porftolio of $489 Million distributed in 286 stocks.
Among their holdings, we can observe that their the top five positions include companies like: J P Morgan ETF Tr Nasdaq Equit with a value of $46.7M, J P Morgan Exchange Traded Fd with a value of $36.2M, Vanguard Intermediate Term Cor with a value of $34.1M, Ishares Barclays 20+ Year Trea with a value of $28.1M, and Ishares Core S&P Sm Cap ETF with a value of $28M.
Examining the 13F form we can see an increase of $35.9M in the current position value, from $453M to 489M.
Below you can find more details about Lebenthal Global Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$489 Million
ETFs: $360 Million
Technology: $39 Million
Financial Services: $20.6 Million
Healthcare: $18.1 Million
Consumer Cyclical: $13.5 Million
Communication Services: $12.1 Million
Industrials: $9.54 Million
Consumer Defensive: $6.05 Million
Other: $10.8 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
