Libra Wealth LLC Portfolio Holdings

Libra Wealth LLC

  • $254 Million
  • Q4 2024

Libra Wealth LLC has filed its 13F form on January 22, 2025 for Q4 2024 where it was disclosed a total value porftolio of $254 Million distributed in 53 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $55.3M, Vanguard Intermediate Term Tre with a value of $48.3M, Vanguard Ftse Developed Market with a value of $19.1M, Dimensional ETF Tr U S Target with a value of $14.7M, and Schwab Strategic Tr Us Broad M with a value of $13.5M.

Examining the 13F form we can see an increase of $5.37M in the current position value, from $249M to 254M.

Below you can find more details about Libra Wealth LLC portfolio as well as his latest detailed transactions.

Portfolio value $254 Million
ETFs: $221 Million
Technology: $20 Million
Communication Services: $6.46 Million
Consumer Cyclical: $3.87 Million
Financial Services: $1.79 Million
Healthcare: $428,000
Consumer Defensive: $355,000
Industrials: $235,000
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$55.3 Million 21.75% of portfolio
190,748
Q4 2024 Added 3.22%
$0
$48.3 Million 18.99% of portfolio
832,164
Q4 2024 Added 5.63%
$0
$19.1 Million 7.51% of portfolio
398,966
Q4 2024 Added 10.47%
$0
$14.7 Million 5.8% of portfolio
264,900
Q4 2024 Reduced 2.94%
$0
$13.5 Million 5.32% of portfolio
595,286
Q4 2024 Added 193.82%
$0
$11.8 Million 4.66% of portfolio
640,204
Q4 2024 Added 98.1%
$0
$9.23 Million 3.63% of portfolio
95,642
Q4 2024 Added 16.98%
$0
$8.57 Million 3.37% of portfolio
145,775
Q4 2024 Added 14.01%
$270B
$7.52 Million 2.96% of portfolio
55,963
Q3 2024 Reduced 1.21%
$3.57T
$6.64 Million 2.61% of portfolio
26,502
Q4 2024 Reduced 4.7%
$0
$6.26 Million 2.46% of portfolio
59,634
Q4 2024 Reduced 3.79%
$0
$6.04 Million 2.37% of portfolio
248,494
Q4 2024 Added 99.84%
$0
$5.96 Million 2.35% of portfolio
91,584
Q4 2024 Added 26.31%
$415B
$5.11 Million 2.01% of portfolio
5,737
Q4 2024 Reduced 0.4%
$2.8T
$4.21 Million 1.66% of portfolio
9,991
Q4 2024 Reduced 1.62%
$0
$4.16 Million 1.64% of portfolio
32,348
Q4 2024 Reduced 8.01%
$0
$3.08 Million 1.21% of portfolio
110,346
Q4 2024 Reduced 0.23%
$818B
$2 Million 0.79% of portfolio
4,953
Q4 2024 Added 0.3%
$0
$1.54 Million 0.6% of portfolio
2,849
Q3 2024 Added 0.89%
$0
$1.34 Million 0.53% of portfolio
23,718
Q4 2024 Added 9.92%
$1.09B
$1.18 Million 0.47% of portfolio
73,133
Q4 2022 New
$1.94T
$1.16 Million 0.46% of portfolio
5,295
Q4 2024 Reduced 24.36%
$0
$999,000 0.39% of portfolio
2,435
Q2 2024 Reduced 3.91%
$0
$909,000 0.36% of portfolio
3,787
Q2 2024 Reduced 29.88%
$0
$834,000 0.33% of portfolio
3,775
Q1 2024 Reduced 2.68%
$223B
$820,000 0.32% of portfolio
3,732
Q4 2024 Added 24.73%
$951B
$756,000 0.3% of portfolio
3,974
Q4 2024 Reduced 35.85%
$0
$675,000 0.27% of portfolio
2,557
Q4 2024 Reduced 2.7%
$0
$675,000 0.27% of portfolio
3,406
Q3 2024 Added 0.62%
$375B
$660,000 0.26% of portfolio
1,697
Q1 2022 New
$0
$601,000 0.24% of portfolio
5,699
Q2 2023 Reduced 3.26%
$0
$573,000 0.23% of portfolio
4,496
Q3 2022 New
$922B
$586,000 0.23% of portfolio
3,100
Q3 2022 Added 1,874.52%
$0
$549,000 0.22% of portfolio
6,165
Q2 2024 Reduced 4.0%
$0
$556,000 0.22% of portfolio
1,088
Q4 2022 Reduced 24.86%
$0
$509,000 0.2% of portfolio
2,799
Q2 2024 Reduced 7.65%
$370B
$428,000 0.17% of portfolio
2,411
Q4 2024 Reduced 3.98%
$0
$413,000 0.16% of portfolio
2,442
Q3 2024 Reduced 0.2%
$201B
$369,000 0.15% of portfolio
1,245
Q4 2024 Reduced 4.23%
$0
$354,000 0.14% of portfolio
7,236
Q3 2022 New
$419B
$355,000 0.14% of portfolio
388
Q4 2024 Reduced 0.51%
$173B
$343,000 0.13% of portfolio
547
Q4 2024 Reduced 28.5%
$0
$293,000 0.12% of portfolio
515
Q3 2022 New
$0
$301,000 0.12% of portfolio
5,118
Q1 2024 Reduced 24.99%
$0
$279,000 0.11% of portfolio
3,668
Q2 2024 Reduced 12.87%
$125B
$260,000 0.1% of portfolio
1,600
Q2 2023 New
$253B
$234,000 0.09% of portfolio
3,966
Q3 2024 New
$0
$232,000 0.09% of portfolio
1,000
Q1 2024 Reduced 20.57%
$683B
$237,000 0.09% of portfolio
524
Q2 2024 New

Summary

  • Portfolio
  • No. of Stocks 53
  • Current Value $254 Million
  • Prior Value $249 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 22, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 0 stocks
  • Additional Purchases 13 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 14 stocks
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