Olympus Wealth Management, LLC Portfolio Holdings

Olympus Wealth Management, LLC

  • $320 Billion
  • Q2 2024

Olympus Wealth Management, LLC has filed its 13F form on July 17, 2024 for Q2 2024 where it was disclosed a total value porftolio of $320 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 $80.9B, Ishares Tr with a value of $58B, Vanguard Index Fds S&P 500 ETF with a value of $48.2B, Schwab Strategic Tr Us Dividen with a value of $33.4B, and Ishares Inc with a value of $23.2B.

Examining the 13F form we can see an increase of $151B in the current position value, from $169B to 320B.

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 $320 Billion
ETFs: $319 Billion
Financial Services: $928 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$928 Million 0.29% of portfolio
61,751
Q2 2024 Added 92.38%

Summary

  • Portfolio
  • No. of Stocks 17
  • Current Value $320 Billion
  • Prior Value $169 Billion
  • Filing
  • Period Q2 2024
  • Filing Date July 17, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 3 stocks
  • Additional Purchases 14 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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