Private Portfolio Partners LLC has filed its 13F form on August 14, 2024 for Q2 2024 where it was disclosed a total value porftolio of $122 Million distributed in 89 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Bloomberg 1 3 Month T Bil with a value of $14.1M, Wisdomtree Europe Hedged Equit with a value of $8.42M, Nvidia Corp with a value of $6.27M, Spdr S&P 500 ETF Trust with a value of $6.23M, and Wisdomtree Tr U.S. Smallcap Di with a value of $6.04M.

Examining the 13F form we can see an decrease of $355M in the current position value, from $477M to 122M.

Below you can find more details about Private Portfolio Partners LLC portfolio as well as his latest detailed transactions.

Portfolio value $122 Million
ETFs: $98 Million
Technology: $7.41 Million
Energy: $5.14 Million
Communication Services: $4.19 Million
Financial Services: $2.91 Million
Healthcare: $1.85 Million
Consumer Defensive: $1.17 Million
Basic Materials: $573,000
Other: $368,000

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 89
  • Current Value $122 Million
  • Prior Value $477 Million
  • Filing
  • Period Q2 2024
  • Filing Date August 14, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 6 stocks
  • Additional Purchases 44 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 29 stocks
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