Painted Porch Advisors LLC Portfolio Holdings

Painted Porch Advisors LLC

  • $164 Billion
  • Q1 2024

Painted Porch Advisors LLC has filed its 13F form on October 22, 2024 for Q1 2024 where it was disclosed a total value porftolio of $164 Billion distributed in 64 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc Class B with a value of $28.5B, Ishares Core S&P Sm Cap ETF with a value of $18.4B, Ishares Tr Msci Eafe ETF with a value of $16.8B, Invesco ETF Tr Ii S&P 500 Low with a value of $16B, and Visa Inc. with a value of $10.6B.

Examining the 13F form we can see an increase of $33.9B in the current position value, from $130B to 164B. Also it can be appreciated an additional of 17 stocks purchases and 2 closed positions.

Painted Porch Advisors LLC is based out at Santa Barbara, CA

Below you can find more details about Painted Porch Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $164 Billion
ETFs: $72.2 Billion
Financial Services: $44.9 Billion
Technology: $12.3 Billion
Consumer Defensive: $9.72 Billion
Healthcare: $9.02 Billion
Energy: $4.59 Billion
Industrials: $4.25 Billion
Consumer Cyclical: $1.98 Billion
Other: $3.66 Billion

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.63B
$871 Million 0.53% of portfolio
26,200
Q1 2024 Reduced 42.04%
$5.57B
$446 Million 0.27% of portfolio
2,500
Q1 2024 New

Summary

  • Portfolio
  • No. of Stocks 64
  • Current Value $164 Billion
  • Prior Value $130 Billion
  • Filing
  • Period Q1 2024
  • Filing Date October 22, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 17 stocks
  • Additional Purchases 34 stocks
  • Sold out of 2 stocks
  • Reduced holdings in 7 stocks
Track This Portfolio

Track Painted Porch Advisors LLC Portfolio

Follow Painted Porch Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Painted Porch Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Painted Porch Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email