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
$364B
$6.8 Million 2.73% of portfolio
55,963
Q3 2024 Reduced 1.21%
$3.68T
$6.48 Million 2.6% of portfolio
27,810
Q3 2024 Added 0.0%
$3.1T
$4.37 Million 1.76% of portfolio
10,156
Q3 2024 Reduced 2.33%
$393B
$4.09 Million 1.64% of portfolio
5,760
Q3 2024 Added 8.09%
$1.08T
$1.29 Million 0.52% of portfolio
4,938
Q1 2024 Added 13.75%
$2.07T
$1.3 Million 0.52% of portfolio
7,000
Q3 2024 Added 6.5%
$1.08T
$1.04 Million 0.42% of portfolio
6,195
Q3 2024 Added 102.38%
$1.59B
$835,000 0.34% of portfolio
73,133
Q4 2022 New
$409B
$687,000 0.28% of portfolio
1,697
Q1 2022 New
$192B
$661,000 0.27% of portfolio
2,992
Q4 2022 Reduced 5.38%
$1.06T
$514,000 0.21% of portfolio
3,100
Q3 2022 Added 1,874.52%
$297B
$495,000 0.2% of portfolio
2,511
Q1 2024 Reduced 10.99%
$183B
$475,000 0.19% of portfolio
765
Q3 2024 New
$411B
$345,000 0.14% of portfolio
390
Q2 2023 New
$215B
$352,000 0.14% of portfolio
1,300
Q4 2023 New
$147B
$323,000 0.13% of portfolio
1,600
Q2 2023 New
$610B
$241,000 0.1% of portfolio
524
Q2 2024 New
$177B
$218,000 0.09% of portfolio
4,862
Q3 2024 New
$122B
$231,000 0.09% of portfolio
555
Q4 2022 Reduced 7.5%
$4.82B
$216,000 0.09% of portfolio
1,000
Q3 2024 New
$236B
$211,000 0.08% of portfolio
3,966
Q3 2024 New
$370M
$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
Track This Portfolio

Track Libra Wealth LLC Portfolio

Follow Libra Wealth 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 Libra Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Libra Wealth LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email