Market Street Wealth Management Advisors LLC Portfolio Holdings
Market Street Wealth Management Advisors LLC
- $552 Million
- Q3 2024
Market Street Wealth Management Advisors LLC has filed its 13F form on October 16, 2024 for Q3 2024 where it was disclosed a total value porftolio of $552 Million distributed in 93 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr Short Durat with a value of $52.8M, Dimensional ETF Tr Core Fxd In with a value of $46.9M, Vanguard Total International B with a value of $42.5M, Dimensional ETF Tr Dimensional with a value of $40M, and Spdr Portfolio S&P 500 ETF (Ma with a value of $37M.
Examining the 13F form we can see an increase of $29.6M in the current position value, from $523M to 552M.
Below you can find more details about Market Street Wealth Management Advisors LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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