Morningstar Investment Services LLC has filed its 13F form on February 12, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.1 Billion distributed in 145 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 $143M, Vanguard Bd Index Fd Inc Total with a value of $129M, Vanguard Ftse Developed Market with a value of $57.1M, Meta Platforms, Inc. with a value of $24.5M, and Vanguard Mortg Backed Sec ETF with a value of $21.8M.
Examining the 13F form we can see an decrease of $8.7B in the current position value, from $9.8B to 1.1B.
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
$1.1 Billion
ETFs: $547 Million
Technology: $106 Million
Financial Services: $102 Million
Communication Services: $80.5 Million
Consumer Cyclical: $75.6 Million
Healthcare: $75.1 Million
Consumer Defensive: $31.9 Million
Energy: $21.1 Million
Other: $50.1 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
