Noble Wealth Management Pbc has filed its 13F form on February 05, 2025 for Q4 2024 where it was disclosed a total value porftolio of $144 Billion distributed in 459 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P Sm Cap ETF with a value of $3.86B, Fidelity Merrimack Str Tr with a value of $3.79B, First Tr Ex Td Viii Ft Cboe Ve with a value of $3.46B, Pimco Dynamic Income Fund with a value of $3.45B, and Tesla, Inc. with a value of $3.44B.

Examining the 13F form we can see an increase of $144B in the current position value.

Noble Wealth Management Pbc is based out at Greenwood Village, CO

Below you can find more details about Noble Wealth Management Pbc portfolio as well as his latest detailed transactions.

Portfolio value $144 Billion
ETFs: $57.8 Billion
Financial Services: $37.2 Billion
Consumer Cyclical: $4.89 Billion
Technology: $4.02 Billion
N/A: $2.17 Billion
Communication Services: $1.21 Billion
Healthcare: $560 Million
Consumer Defensive: $558 Million
Other: $663 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

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

Summary

  • Portfolio
  • No. of Stocks 459
  • Current Value $144 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 05, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 459 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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