Portfolio Design Labs, LLC has filed its 13F form on November 08, 2024 for Q3 2024 where it was disclosed a total value porftolio of $358 Billion distributed in 134 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Treasury Floating Rate with a value of $26.1B, Apple Inc. with a value of $18.5B, Nvidia Corp with a value of $18.5B, Microsoft Corp with a value of $17.6B, and Blackrock Short Maturity Munic with a value of $11.1B.

Examining the 13F form we can see an increase of $34.3B in the current position value, from $324B to 358B.

Portfolio Design Labs, LLC is based out at Encino, CA

Below you can find more details about Portfolio Design Labs, LLC portfolio as well as his latest detailed transactions.

Portfolio value $358 Billion
Technology: $94 Billion
ETFs: $42 Billion
Communication Services: $37.9 Billion
Healthcare: $36.3 Billion
Financial Services: $34.5 Billion
Industrials: $33 Billion
Consumer Cyclical: $25 Billion
Consumer Defensive: $20.8 Billion
Other: $31.4 Billion

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

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

Summary

  • Portfolio
  • No. of Stocks 134
  • Current Value $358 Billion
  • Prior Value $324 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 08, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 47 stocks
  • Additional Purchases 24 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 61 stocks
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