Pioneer Wealth Management Group Portfolio Holdings

Pioneer Wealth Management Group

  • $210 Billion
  • Q3 2024

Pioneer Wealth Management Group has filed its 13F form on October 07, 2024 for Q3 2024 where it was disclosed a total value porftolio of $210 Billion distributed in 42 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr with a value of $40.7B, Dimensional ETF Tr with a value of $29.3B, Schwab Us Aggregate Bond ETF with a value of $26B, Dimensional ETF Tr with a value of $12.1B, and Schwab Strategic U.S. Reit ETF with a value of $11.7B.

Examining the 13F form we can see an increase of $21.4B in the current position value, from $188B to 210B.

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 $210 Billion
ETFs: $208 Billion
Basic Materials: $817 Million
Technology: $457 Million
Consumer Cyclical: $269 Million
Energy: $256 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$41B
$311 Million 0.15% of portfolio
3,485
Q2 2023 New
$39.7B
$261 Million 0.12% of portfolio
4,433
Q2 2023 New
$31B
$246 Million 0.12% of portfolio
4,495
Q2 2023 New

Summary

  • Portfolio
  • No. of Stocks 42
  • Current Value $210 Billion
  • Prior Value $188 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 07, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 2 stocks
  • Additional Purchases 17 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 19 stocks
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