Olympus Wealth Management, LLC has filed its 13F form on January 17, 2025 for Q4 2024 where it was disclosed a total value porftolio of $275 Billion distributed in 17 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $66.8B, Ishares Tr with a value of $56.6B, Vanguard Index Fds S&P 500 ETF with a value of $42.8B, Schwab Strategic Tr Us Dividen with a value of $28.9B, and Ishares Inc with a value of $22.1B.

Examining the 13F form we can see an decrease of $16.2B in the current position value, from $291B to 275B.

Olympus Wealth Management, LLC is based out at Cottonwood Heights, UT

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

Portfolio value $275 Billion
ETFs: $274 Billion
Financial Services: $754 Million

Stock Holdings Table

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

Summary

  • Portfolio
  • No. of Stocks 17
  • Current Value $275 Billion
  • Prior Value $291 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 17, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 2 stocks
  • Additional Purchases 5 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 9 stocks
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