Ma Private Wealth Portfolio Holdings
Ma Private Wealth
- $533 Million
- Q3 2024
Ma Private Wealth has filed its 13F form on October 23, 2024 for Q3 2024 where it was disclosed a total value porftolio of $533 Million distributed in 71 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 $91M, Vanguard Bd Index Fd Inc Total with a value of $68.2M, Ishares Msci Usa Quality Facto with a value of $43.4M, Blackrock ETF Tr U S Equity Fa with a value of $38.1M, and Ishares S&P 500 Growth ETF with a value of $30.4M.
Examining the 13F form we can see an increase of $28M in the current position value, from $505M to 533M.
Below you can find more details about Ma Private Wealth portfolio as well as his latest detailed transactions.
Portfolio value
$533 Million
ETFs: $522 Million
Technology: $7.55 Million
Healthcare: $845,000
Consumer Cyclical: $503,000
Industrials: $235,000
Financial Services: $233,000
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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