Noble Family Wealth, LLC Portfolio Holdings

Noble Family Wealth, LLC

  • $347 Billion
  • Q2 2024

Noble Family Wealth, LLC has filed its 13F form on July 16, 2024 for Q2 2024 where it was disclosed a total value porftolio of $347 Billion distributed in 61 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Dividend Appreciation with a value of $37B, Vanguard Value ETF with a value of $31.2B, Schwab Strategic Tr Us Dividen with a value of $28B, Vanguard Ftse Developed Market with a value of $22.3B, and Vanguard Growth ETF with a value of $21.3B.

Examining the 13F form we can see an decrease of $3.77B in the current position value, from $351B to 347B.

Noble Family Wealth, LLC is based out at Clearwater, FL

Below you can find more details about Noble Family Wealth, LLC portfolio as well as his latest detailed transactions.

Portfolio value $347 Billion
ETFs: $343 Billion
Technology: $1.48 Billion
Industrials: $1.25 Billion
Financial Services: $961 Million
Consumer Cyclical: $413 Million
Healthcare: $407 Million

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 61
  • Current Value $347 Billion
  • Prior Value $351 Billion
  • Filing
  • Period Q2 2024
  • Filing Date July 16, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 0 stocks
  • Additional Purchases 19 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 23 stocks
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