Mc Elhenny Sheffield Capital Management, LLC has filed its 13F form on April 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $264 Million distributed in 99 stocks.
Among their holdings, we can observe that their the top five positions include companies like: ETF Ser Solutions Mcelhenny Sh with a value of $80.5M, Ishares Barclays with a value of $55.3M, Spdr Gold Trust with a value of $29.2M, Financial Sector Spdr with a value of $14.7M, and Select Sector Spdr Tr Communic with a value of $14.5M.
Examining the 13F form we can see an decrease of $33.2M in the current position value, from $297M to 264M.
Below you can find more details about Mc Elhenny Sheffield Capital Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$264 Million
ETFs: $209 Million
Energy: $11.5 Million
Technology: $10.9 Million
Financial Services: $9.25 Million
Consumer Defensive: $6.78 Million
Healthcare: $6.54 Million
Industrials: $3.31 Million
Consumer Cyclical: $2.64 Million
Other: $3.3 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
