Modus Advisors, LLC Portfolio Holdings
Modus Advisors, LLC
- $295 Million
- Q3 2024
Modus Advisors, LLC has filed its 13F form on October 09, 2024 for Q3 2024 where it was disclosed a total value porftolio of $295 Million distributed in 112 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Gold Trust with a value of $16.1M, Invesco Exchange Traded Fd Tr with a value of $13.7M, Apple Inc. with a value of $11.6M, Vanguard Total Stock Market Et with a value of $10.5M, and Ishares Core Dividend Growth E with a value of $10.5M.
Examining the 13F form we can see an increase of $20.3M in the current position value, from $275M to 295M.
Below you can find more details about Modus Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$295 Million
ETFs: $159 Million
Technology: $46.1 Million
Financial Services: $21.9 Million
Consumer Cyclical: $18 Million
Healthcare: $12.5 Million
Industrials: $10.4 Million
Energy: $9.71 Million
Communication Services: $8.67 Million
Other: $9.23 Million
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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