Libra Wealth LLC Portfolio Holdings

Libra Wealth LLC

  • $249 Million
  • Q3 2024

Libra Wealth LLC has filed its 13F form on October 23, 2024 for Q3 2024 where it was disclosed a total value porftolio of $249 Million distributed in 57 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 $52.3M, Vanguard Intermediate Term Tre with a value of $47.6M, Vanguard Ftse Developed Market with a value of $19.1M, Dimensional ETF Tr U S Target with a value of $15.2M, and Schwab Strategic Tr Us Broad M with a value of $13.5M.

Examining the 13F form we can see an increase of $18.5M in the current position value, from $230M to 249M.

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

Portfolio value $249 Million
ETFs: $217 Million
Technology: $19.8 Million
Communication Services: $5.85 Million
Consumer Cyclical: $3.35 Million
Financial Services: $1.43 Million
Healthcare: $495,000
Consumer Defensive: $345,000
Industrials: $231,000
Other: $0

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$336B
$6.8 Million 2.73% of portfolio
55,963
Q3 2024 Reduced 1.21%
$4.09T
$6.48 Million 2.6% of portfolio
27,810
Q3 2024 Added 0.0%
$3.25T
$4.37 Million 1.76% of portfolio
10,156
Q3 2024 Reduced 2.33%
$405B
$4.09 Million 1.64% of portfolio
5,760
Q3 2024 Added 8.09%
$1.33T
$1.29 Million 0.52% of portfolio
4,938
Q1 2024 Added 13.75%
$2.29T
$1.3 Million 0.52% of portfolio
7,000
Q3 2024 Added 6.5%
$1.17T
$1.04 Million 0.42% of portfolio
6,195
Q3 2024 Added 102.38%
$1.73B
$835,000 0.34% of portfolio
73,133
Q4 2022 New
$402B
$687,000 0.28% of portfolio
1,697
Q1 2022 New
$200B
$661,000 0.27% of portfolio
2,992
Q4 2022 Reduced 5.38%
$1.14T
$514,000 0.21% of portfolio
3,100
Q3 2022 Added 1,874.52%
$310B
$495,000 0.2% of portfolio
2,511
Q1 2024 Reduced 10.99%
$181B
$475,000 0.19% of portfolio
765
Q3 2024 New
$422B
$345,000 0.14% of portfolio
390
Q2 2023 New
$223B
$352,000 0.14% of portfolio
1,300
Q4 2023 New
$141B
$323,000 0.13% of portfolio
1,600
Q2 2023 New
$590B
$241,000 0.1% of portfolio
524
Q2 2024 New
$168B
$218,000 0.09% of portfolio
4,862
Q3 2024 New
$131B
$231,000 0.09% of portfolio
555
Q4 2022 Reduced 7.5%
$3.88B
$216,000 0.09% of portfolio
1,000
Q3 2024 New
$240B
$211,000 0.08% of portfolio
3,966
Q3 2024 New
$421M
$68,000 0.03% of portfolio
50,000
Q3 2024 New
-
$0 0.0% of portfolio
-
Q3 2024 Added 0.21%

Summary

  • Portfolio
  • No. of Stocks 57
  • Current Value $249 Million
  • Prior Value $230 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 23, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 5 stocks
  • Additional Purchases 16 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 8 stocks
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