Orin Green Financial, LLC Portfolio Holdings
Orin Green Financial, LLC
- $223 Million
- Q1 2025
Orin Green Financial, LLC has filed its 13F form on May 06, 2025 for Q1 2025 where it was disclosed a total value porftolio of $223 Million distributed in 76 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $29M, Ishares California Muni Bond E with a value of $20.6M, Vanguard Ftse Developed Market with a value of $19.5M, Ishares Core S&P Mid Cap ETF with a value of $18.6M, and Qualcomm Inc with a value of $13.3M.
Examining the 13F form we can see an decrease of $4.21M in the current position value, from $227M to 223M.
Below you can find more details about Orin Green Financial, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$223 Million
ETFs: $194 Million
Technology: $20.1 Million
Communication Services: $2.74 Million
Consumer Cyclical: $2.37 Million
Healthcare: $1.03 Million
Financial Services: $956,000
Consumer Defensive: $642,000
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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