Meritage Portfolio Management Portfolio Holdings
Meritage Portfolio Management
- $1.63 Billion
- Q3 2024
Meritage Portfolio Management has filed its 13F form on November 04, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.63 Billion distributed in 337 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $111M, Microsoft Corp with a value of $81M, Alphabet Inc. with a value of $66.1M, Broadcom Inc. with a value of $47.2M, and Amazon Com Inc with a value of $31.8M.
Examining the 13F form we can see an increase of $48.4M in the current position value, from $1.58B to 1.63B.
Below you can find more details about Meritage Portfolio Management portfolio as well as his latest detailed transactions.
Portfolio value
$1.63 Billion
Technology: $489 Million
Financial Services: $189 Million
Healthcare: $167 Million
Consumer Cyclical: $162 Million
ETFs: $134 Million
Communication Services: $104 Million
Energy: $94.1 Million
Industrials: $86.5 Million
Other: $173 Million
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 337
- Current Value $1.63 Billion
- Prior Value $1.58 Billion
- Filing
- Period Q3 2024
- Filing Date November 04, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 26 stocks
- Additional Purchases 125 stocks
- Sold out of 0 stocks
- Reduced holdings in 138 stocks