Prio Wealth Limited Partnership Portfolio Holdings
Prio Wealth Limited Partnership
- $3.38 Billion
- Q3 2024
Prio Wealth Limited Partnership has filed its 13F form on October 21, 2024 for Q3 2024 where it was disclosed a total value porftolio of $3.38 Billion distributed in 266 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $297M, Microsoft Corp with a value of $181M, Nvidia Corp with a value of $176M, Broadcom Inc. with a value of $165M, and Alphabet Inc. with a value of $128M.
Examining the 13F form we can see an increase of $51.8M in the current position value, from $3.32B to 3.38B.
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
$3.38 Billion
Technology: $1.06 Billion
Healthcare: $467 Million
ETFs: $367 Million
Industrials: $338 Million
Financial Services: $334 Million
Communication Services: $309 Million
Consumer Cyclical: $234 Million
Consumer Defensive: $217 Million
Other: $52.2 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 266
- Current Value $3.38 Billion
- Prior Value $3.32 Billion
- Filing
- Period Q3 2024
- Filing Date October 21, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 12 stocks
- Additional Purchases 37 stocks
- Sold out of 0 stocks
- Reduced holdings in 114 stocks