Litman Gregory Wealth Management LLC Portfolio Holdings

Litman Gregory Wealth Management LLC

  • $1.19 Billion
  • Q3 2024

Litman Gregory Wealth Management LLC has filed its 13F form on October 22, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.19 Billion distributed in 139 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 $131M, Vanguard Index Fds S&P 500 ETF with a value of $130M, Vanguard Ftse Developed Market with a value of $94.5M, Ishares Core Msci Intl Develop with a value of $74.3M, and Vanguard Total Stock Market Et with a value of $63.7M.

Examining the 13F form we can see an increase of $65.6M in the current position value, from $1.13B to 1.19B.

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

Portfolio value $1.19 Billion
ETFs: $954 Million
Technology: $83.1 Million
Financial Services: $40 Million
Communication Services: $39.6 Million
Consumer Cyclical: $39.2 Million
Healthcare: $26.4 Million
Industrials: $7.39 Million
Energy: $2.08 Million
Other: $1.06 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$421,000 0.04% of portfolio
36,615
Q3 2024 Added 108.04%
$0
$372,000 0.03% of portfolio
21,500
Q3 2024 New
$0
$83,000 0.01% of portfolio
16,200
Q2 2023 New
$0
$56,000 0.0% of portfolio
14,000
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 139
  • Current Value $1.19 Billion
  • Prior Value $1.13 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 22, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 10 stocks
  • Additional Purchases 42 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 45 stocks
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