Market Street Wealth Management Advisors LLC Portfolio Holdings
Market Street Wealth Management Advisors LLC
- $545 Million
- Q4 2024
Market Street Wealth Management Advisors LLC has filed its 13F form on January 17, 2025 for Q4 2024 where it was disclosed a total value porftolio of $545 Million distributed in 98 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 $53.5M, Dimensional ETF Tr Core Fxd In with a value of $46.6M, Vanguard Total International B with a value of $42.9M, Dimensional ETF Tr Dimensional with a value of $39.4M, and Spdr Portfolio S&P 500 ETF (Ma with a value of $37.2M.
Examining the 13F form we can see an decrease of $7.33M in the current position value, from $552M to 545M.
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 Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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