Porter White Investment Advisors, Inc. Portfolio Holdings

Porter White Investment Advisors, Inc.

  • $202 Billion
  • Q1 2025

Porter White Investment Advisors, Inc. has filed its 13F form on May 30, 2025 for Q1 2025 where it was disclosed a total value porftolio of $202 Billion distributed in 34 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $83.7B, Dimensional ETF Tr Us Marketwi with a value of $39.5B, American Centy ETF Tr Avantis with a value of $9.75B, Dimensional ETF Tr with a value of $8.47B, and American Centy ETF Tr Avantis with a value of $7.22B.

Examining the 13F form we can see an increase of $202B in the current position value.

Porter White Investment Advisors, Inc. is based out at Birmingham, AL

Below you can find more details about Porter White Investment Advisors, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $202 Billion
ETFs: $185 Billion

Stock Holdings Table Market Cap. of Under $50 Millions

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

Summary

  • Portfolio
  • No. of Stocks 34
  • Current Value $202 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 30, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 34 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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