Moller Financial Services Portfolio Holdings

Moller Financial Services

  • $380 Million
  • Q4 2024

Moller Financial Services has filed its 13F form on January 07, 2025 for Q4 2024 where it was disclosed a total value porftolio of $380 Million distributed in 64 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Flexshares Tr Morningstar Glob with a value of $37.3M, Schwab Fundamental U S Small C with a value of $29.7M, Vanguard Sht Trm Inflt Prot Fd with a value of $29.2M, Vanguard Small Cap ETF with a value of $25.7M, and Vanguard Large Cap ETF with a value of $23.8M.

Examining the 13F form we can see an decrease of $20M in the current position value, from $400M to 380M.

Below you can find more details about Moller Financial Services portfolio as well as his latest detailed transactions.

Portfolio value $380 Million
ETFs: $374 Million
Financial Services: $2.24 Million
Consumer Defensive: $1.33 Million
Healthcare: $777,000
Industrials: $605,000
Energy: $560,000
Basic Materials: $222,000

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 64
  • Current Value $380 Million
  • Prior Value $400 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 07, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 4 stocks
  • Additional Purchases 21 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 19 stocks
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