Prio Wealth Limited Partnership Portfolio Holdings
Prio Wealth Limited Partnership
- $3.43 Billion
- Q1 2024
Prio Wealth Limited Partnership has filed its 13F form on May 14, 2024 for Q1 2024 where it was disclosed a total value porftolio of $3.43 Billion distributed in 268 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $243M, Microsoft Corp with a value of $196M, Nvidia Corp with a value of $154M, Broadcom Inc. with a value of $142M, and Alphabet Inc. with a value of $132M.
Examining the 13F form we can see an increase of $539M in the current position value, from $2.89B to 3.43B.
Prio Wealth Limited Partnership is based out at Boston, MA
Below you can find more details about Prio Wealth Limited Partnership portfolio as well as his latest detailed transactions.
Portfolio value
$3.43 Billion
Technology: $996 Million
Healthcare: $518 Million
Industrials: $362 Million
Financial Services: $354 Million
ETFs: $353 Million
Communication Services: $321 Million
Consumer Cyclical: $267 Million
Consumer Defensive: $204 Million
Other: $56.1 Million
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 268
- Current Value $3.43 Billion
- Prior Value $2.89 Billion
- Filing
- Period Q1 2024
- Filing Date May 14, 2024
- Form Type 13F-HR
- Activity in Q1 2024
- New Purchases 22 stocks
- Additional Purchases 129 stocks
- Sold out of 0 stocks
- Reduced holdings in 67 stocks