Ma Private Wealth Portfolio Holdings
Ma Private Wealth
- $530 Million
- Q1 2025
Ma Private Wealth has filed its 13F form on May 01, 2025 for Q1 2025 where it was disclosed a total value porftolio of $530 Million distributed in 75 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $90.6M, Vanguard Bd Index Fd Inc Total with a value of $67.7M, Ishares Msci Usa Quality Facto with a value of $42.8M, Blackrock ETF Tr U S Equity Fa with a value of $39.7M, and Ishares S&P 500 Growth ETF with a value of $30.5M.
Examining the 13F form we can see an decrease of $3.66M in the current position value, from $533M to 530M.
Below you can find more details about Ma Private Wealth portfolio as well as his latest detailed transactions.
Portfolio value
$530 Million
ETFs: $519 Million
Technology: $6.56 Million
Energy: $991,000
Healthcare: $694,000
Consumer Cyclical: $556,000
Financial Services: $268,000
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|