Morningstar Investment Services LLC has filed its 13F form on May 05, 2025 for Q1 2025 where it was disclosed a total value porftolio of $546 Million distributed in 134 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 $77.3M, Vanguard Bd Index Fd Inc Total with a value of $58.8M, Vanguard Ftse Developed Market with a value of $33.3M, Vanguard Malvern Fds with a value of $23M, and Vanguard Intermediate Term Tre with a value of $15.5M.
Examining the 13F form we can see an decrease of $554M in the current position value, from $1.1B to 546M.
Morningstar Investment Services LLC is based out at Chicago, IL
Below you can find more details about Morningstar Investment Services LLC portfolio as well as his latest detailed transactions.
Portfolio value
$546 Million
ETFs: $268 Million
Financial Services: $49.8 Million
Technology: $44.1 Million
Healthcare: $37.7 Million
Communication Services: $33.4 Million
Consumer Cyclical: $32.2 Million
Consumer Defensive: $16.8 Million
Energy: $11.7 Million
Other: $23.9 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
