Leo H. Evart, Inc. Portfolio Holdings

Leo H. Evart, Inc.

  • $65.2 Billion
  • Q3 2023

Leo H. Evart, Inc. has filed its 13F form on November 14, 2023 for Q3 2023 where it was disclosed a total value porftolio of $65.2 Billion distributed in 34 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Dividen with a value of $8.38B, Schwab Strategic Tr Us Large C with a value of $8.07B, Vanguard Bd Index Fd Inc Inter with a value of $5.58B, Vanguard Bd Index Fd Inc Total with a value of $5.47B, and Invesco S&P 500 Equal Weight H with a value of $3.84B.

Examining the 13F form we can see an decrease of $6.88B in the current position value, from $72.1B to 65.2B.

Below you can find more details about Leo H. Evart, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $65.2 Billion
ETFs: $57.6 Billion
Technology: $4.76 Billion
Consumer Cyclical: $880 Million
Healthcare: $616 Million
Energy: $584 Million
Industrials: $394 Million
Utilities: $349 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$8.38 Billion 12.85% of portfolio
118,383
Q3 2023 Reduced 9.64%
$0
$8.07 Billion 12.39% of portfolio
111,026
Q3 2023 Reduced 2.46%
$0
$5.58 Billion 8.56% of portfolio
77,106
Q3 2023 Reduced 3.65%
$0
$5.47 Billion 8.39% of portfolio
78,331
Q3 2023 Reduced 0.5%
$0
$3.84 Billion 5.9% of portfolio
140,274
Q3 2023 Added 854.89%
$0
$3.57 Billion 5.48% of portfolio
13,118
Q3 2023 Reduced 8.48%
$0
$2.87 Billion 4.41% of portfolio
18,478
Q3 2023 Reduced 8.79%
$0
$2.81 Billion 4.31% of portfolio
20,384
Q3 2023 Reduced 0.67%
$3.54T
$2.65 Billion 4.06% of portfolio
15,458
Q3 2023 Reduced 1.72%
$0
$2.55 Billion 3.92% of portfolio
10,863
Q3 2023 Reduced 1.67%
$0
$2.35 Billion 3.6% of portfolio
31,208
Q3 2023 Reduced 19.06%
$0
$1.94 Billion 2.97% of portfolio
4,937
Q3 2023 Reduced 5.48%
$0
$1.93 Billion 2.97% of portfolio
28,564
Q3 2023 Reduced 2.13%
$0
$1.76 Billion 2.7% of portfolio
9,320
Q3 2023 Reduced 1.83%
$386B
$1.56 Billion 2.39% of portfolio
14,724
Q3 2023 Reduced 1.77%
$0
$1.47 Billion 2.26% of portfolio
7,066
Q3 2023 Reduced 10.07%
$0
$1.15 Billion 1.76% of portfolio
11,473
Q3 2023 Reduced 3.52%
$0
$700 Million 1.07% of portfolio
1,686
Q3 2023 Reduced 0.65%
$0
$626 Million 0.96% of portfolio
14,161
Q3 2023 Added 0.27%
$0
$471 Million 0.72% of portfolio
2,953
Q3 2023 Reduced 1.4%
$730B
$462 Million 0.71% of portfolio
1,846
Q3 2023 Reduced 1.28%
$466B
$414 Million 0.63% of portfolio
821
Q3 2023 Added 0.37%
$19.8B
$394 Million 0.61% of portfolio
3,441
Q1 2023 Reduced 0.15%
$0
$399 Million 0.61% of portfolio
11,745
Q3 2023 Reduced 12.39%
$3.42T
$353 Million 0.54% of portfolio
1,117
Q3 2023 Reduced 31.97%
$23.6B
$349 Million 0.54% of portfolio
5,130
Q3 2023 Added 100.0%
$0
$343 Million 0.53% of portfolio
3,645
Q3 2023 Added 0.8%
$307B
$336 Million 0.52% of portfolio
1,993
Q4 2021 New
$476B
$248 Million 0.38% of portfolio
2,106
Q4 2022 New
$2.04T
$213 Million 0.33% of portfolio
1,675
Q3 2023 Reduced 11.8%
$88.2B
$205 Million 0.32% of portfolio
2,250
Q3 2023 Added 0.04%
$207B
$203 Million 0.31% of portfolio
1,467
Q2 2023 New
$382B
$203 Million 0.31% of portfolio
1,300
Q3 2023 Reduced 13.68%

Summary

  • Portfolio
  • No. of Stocks 34
  • Current Value $65.2 Billion
  • Prior Value $72.1 Billion
  • Filing
  • Period Q3 2023
  • Filing Date November 14, 2023
  • Form Type 13F-HR
  • Activity in Q3 2023
  • New Purchases 0 stocks
  • Additional Purchases 6 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 24 stocks
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