Olympus Wealth Management, LLC Portfolio Holdings

Olympus Wealth Management, LLC

  • $275 Billion
  • Q4 2024

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
$0
$66.8 Billion 24.31% of portfolio
113,916
Q4 2024 Reduced 5.42%
$0
$56.6 Billion 20.62% of portfolio
805,772
Q4 2024 Added 1.25%
$0
$42.8 Billion 15.59% of portfolio
79,469
Q4 2024 Reduced 3.71%
$0
$28.9 Billion 10.53% of portfolio
1,058,927
Q4 2024 Added 184.0%
$0
$22.1 Billion 8.04% of portfolio
423,013
Q4 2024 Reduced 0.63%
$88.1B
$10.6 Billion 3.86% of portfolio
43,780
Q4 2024 Reduced 8.15%
$0
$7.72 Billion 2.81% of portfolio
123,971
Q4 2024 New
$0
$7.54 Billion 2.74% of portfolio
185,349
Q4 2024 Reduced 3.7%
$0
$6.65 Billion 2.42% of portfolio
132,553
Q4 2024 Reduced 3.01%
$0
$6.38 Billion 2.32% of portfolio
59,835
Q4 2024 Reduced 6.03%
$3.46B
$5.83 Billion 2.12% of portfolio
272,874
Q4 2024 Reduced 31.88%
$0
$5.1 Billion 1.86% of portfolio
12,694
Q4 2024 Added 13.41%
$0
$3.18 Billion 1.16% of portfolio
42,018
Q4 2024 Reduced 2.31%
$0
$2.73 Billion 0.99% of portfolio
209,946
Q4 2024 New
$0
$754 Million 0.27% of portfolio
62,328
Q4 2024 Added 0.93%
$0
$734 Million 0.27% of portfolio
14,182
Q4 2024 Added 190.32%

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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