Litman Gregory Wealth Management LLC Portfolio Holdings

Litman Gregory Wealth Management LLC

  • $1.13 Billion
  • Q2 2024

Litman Gregory Wealth Management LLC has filed its 13F form on July 30, 2024 for Q2 2024 where it was disclosed a total value porftolio of $1.13 Billion distributed in 133 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $125M, Vanguard Index Fds S&P 500 ETF with a value of $123M, Vanguard Ftse Developed Market with a value of $87.6M, Ishares Core Msci Intl Develop with a value of $64.4M, and Vanguard Total Stock Market Et with a value of $61.2M.

Examining the 13F form we can see an increase of $24.6M in the current position value, from $1.1B to 1.13B.

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

Portfolio value $1.13 Billion
ETFs: $899 Million
Technology: $80.7 Million
Communication Services: $39.5 Million
Consumer Cyclical: $37.3 Million
Financial Services: $35.9 Million
Healthcare: $26 Million
Industrials: $5.76 Million
Energy: $1.97 Million
Other: $883,000

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$195,000 0.02% of portfolio
17,600
Q3 2023 New
$0
$76,000 0.01% of portfolio
16,200
Q2 2023 New

Summary

  • Portfolio
  • No. of Stocks 133
  • Current Value $1.13 Billion
  • Prior Value $1.1 Billion
  • Filing
  • Period Q2 2024
  • Filing Date July 30, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 7 stocks
  • Additional Purchases 44 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 43 stocks
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