Pioneer Wealth Management Group has filed its 13F form on July 12, 2024 for Q2 2024 where it was disclosed a total value porftolio of $188 Billion distributed in 40 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr with a value of $37.1B, Dimensional ETF Tr with a value of $25.6B, Schwab Us Aggregate Bond ETF with a value of $15.1B, Vanguard Bd Index Fd Inc Short with a value of $13B, and Vanguard Sht Term Corp Bd ETF with a value of $11.5B.

Examining the 13F form we can see an increase of $13.3B in the current position value, from $175B to 188B.

Pioneer Wealth Management Group is based out at Austin, TX

Below you can find more details about Pioneer Wealth Management Group portfolio as well as his latest detailed transactions.

Portfolio value $188 Billion
ETFs: $186 Billion
Basic Materials: $758 Million
Technology: $429 Million
Consumer Cyclical: $382 Million
Energy: $214 Million

Stock Holdings Table

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

Summary

  • Portfolio
  • No. of Stocks 40
  • Current Value $188 Billion
  • Prior Value $175 Billion
  • Filing
  • Period Q2 2024
  • Filing Date July 12, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 3 stocks
  • Additional Purchases 22 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 12 stocks
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