Meritage Portfolio Management Portfolio Holdings
Meritage Portfolio Management
- $1.57 Billion
- Q1 2024
Meritage Portfolio Management has filed its 13F form on April 29, 2024 for Q1 2024 where it was disclosed a total value porftolio of $1.57 Billion distributed in 345 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $83.4M, Microsoft Corp with a value of $80.8M, Alphabet Inc. with a value of $61.2M, Broadcom Inc. with a value of $40.7M, and Amazon Com Inc with a value of $31.3M.
Examining the 13F form we can see an increase of $54.1M in the current position value, from $1.52B to 1.57B.
Below you can find more details about Meritage Portfolio Management portfolio as well as his latest detailed transactions.
Portfolio value
$1.57 Billion
Technology: $439 Million
Financial Services: $174 Million
Healthcare: $169 Million
Consumer Cyclical: $156 Million
ETFs: $150 Million
Energy: $98.6 Million
Industrials: $96 Million
Communication Services: $93.1 Million
Other: $155 Million
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 345
- Current Value $1.57 Billion
- Prior Value $1.52 Billion
- Filing
- Period Q1 2024
- Filing Date April 29, 2024
- Form Type 13F-HR
- Activity in Q1 2024
- New Purchases 42 stocks
- Additional Purchases 45 stocks
- Sold out of 0 stocks
- Reduced holdings in 215 stocks