Private Portfolio Partners LLC Portfolio Holdings
Private Portfolio Partners LLC
- $529 Million
- Q3 2024
Private Portfolio Partners LLC has filed its 13F form on November 08, 2024 for Q3 2024 where it was disclosed a total value porftolio of $529 Million distributed in 293 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Value ETF with a value of $44.2M, Vanguard Growth ETF with a value of $43.7M, Vanguard Small Cap Growth ETF with a value of $19.6M, Ishares Barclays with a value of $18.6M, and Vanguard Ftse Emerging Mkts Et with a value of $17.8M.
Examining the 13F form we can see an increase of $407M in the current position value, from $122M to 529M.
Below you can find more details about Private Portfolio Partners LLC portfolio as well as his latest detailed transactions.
Portfolio value
$529 Million
ETFs: $417 Million
Technology: $38.1 Million
Financial Services: $13.6 Million
Healthcare: $13.1 Million
Energy: $10 Million
Communication Services: $8.58 Million
Industrials: $8.1 Million
Consumer Cyclical: $7.52 Million
Other: $12.4 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
Summary
- Portfolio
- No. of Stocks 293
- Current Value $529 Million
- Prior Value $122 Million
- Filing
- Period Q3 2024
- Filing Date November 08, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 206 stocks
- Additional Purchases 49 stocks
- Sold out of 0 stocks
- Reduced holdings in 31 stocks