Noble Family Wealth, LLC Portfolio Holdings

Noble Family Wealth, LLC

  • $372 Billion
  • Q3 2024

Noble Family Wealth, LLC has filed its 13F form on November 04, 2024 for Q3 2024 where it was disclosed a total value porftolio of $372 Billion distributed in 59 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Dividend Appreciation with a value of $40B, Vanguard Value ETF with a value of $34.5B, Schwab Strategic Tr Us Dividen with a value of $32.2B, Vanguard Ftse Developed Market with a value of $26.9B, and Schwab Strategic Tr Us Small C with a value of $21.9B.

Examining the 13F form we can see an increase of $24.5B in the current position value, from $347B to 372B.

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 $372 Billion
ETFs: $367 Billion
Technology: $1.51 Billion
Financial Services: $1.08 Billion
Industrials: $958 Million
Consumer Cyclical: $493 Million
Healthcare: $374 Million
Consumer Defensive: $213 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.87B
$393 Million 0.11% of portfolio
14,750
Q1 2024 Reduced 48.61%

Summary

  • Portfolio
  • No. of Stocks 59
  • Current Value $372 Billion
  • Prior Value $347 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 04, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 1 stocks
  • Additional Purchases 12 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 25 stocks
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