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 Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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