Michael A. Dubis Financial Planning, LLC Portfolio Holdings

Michael A. Dubis Financial Planning, LLC

  • $103 Million
  • Q4 2024

Michael A. Dubis Financial Planning, LLC has filed its 13F form on February 12, 2025 for Q4 2024 where it was disclosed a total value porftolio of $103 Million distributed in 48 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $22.6M, Ishares Trishares 0 3 Mnth Tre with a value of $14.4M, Vanguard Intermediate Term Tre with a value of $12.5M, Vanguard with a value of $11.6M, and Spdr Portfolio Short Term Trea with a value of $4.87M.

Examining the 13F form we can see an increase of $103M in the current position value.

Michael A. Dubis Financial Planning, LLC is based out at Middleton, WI

Below you can find more details about Michael A. Dubis Financial Planning, LLC portfolio as well as his latest detailed transactions.

Portfolio value $103 Million
ETFs: $95.5 Million
Technology: $2.68 Million
Financial Services: $1.27 Million
Industrials: $1.21 Million
Consumer Defensive: $270,000
Communication Services: $209,000
Energy: $206,000
Utilities: $200,000
Other: $0

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.81T
$2.46 Million 2.38% of portfolio
9,832
Q4 2024 New
$301B
$456,000 0.44% of portfolio
6,492
Q4 2024 New
$3.05T
$213,000 0.21% of portfolio
506
Q4 2024 New
$303B
$206,000 0.2% of portfolio
1,426
Q4 2024 New
$1.13T
$209,000 0.2% of portfolio
1,100
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 48
  • Current Value $103 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 12, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 48 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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