Proathlete Wealth Management LLC Portfolio Holdings

Proathlete Wealth Management LLC

  • $243 Billion
  • Q3 2024

Proathlete Wealth Management LLC has filed its 13F form on October 18, 2024 for Q3 2024 where it was disclosed a total value porftolio of $243 Billion distributed in 59 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $61.7B, Ishares Russell 1000 Gr ETF with a value of $23.3B, Ishares Core S&P Sm Cap ETF with a value of $20B, Ishares Core S&P Mid Cap ETF with a value of $18.6B, and Ishares Tr with a value of $12.5B.

Examining the 13F form we can see an increase of $31.5B in the current position value, from $211B to 243B.

Proathlete Wealth Management LLC is based out at Boca Raton, FL

Below you can find more details about Proathlete Wealth Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $243 Billion
ETFs: $198 Billion
Technology: $9.74 Billion
Consumer Cyclical: $5.82 Billion
Financial Services: $5.67 Billion
Communication Services: $5.1 Billion
Consumer Defensive: $2.85 Billion
Healthcare: $2.05 Billion
Energy: $527 Million
Other: $0

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.1T
$4.91 Billion 2.02% of portfolio
11,416
Q3 2024 Added 0.01%
$2.07T
$2.39 Billion 0.98% of portfolio
12,802
Q2 2024 Reduced 0.66%
$1T
$2.23 Billion 0.92% of portfolio
13,456
Q3 2024 Added 0.07%
$364B
$1.97 Billion 0.81% of portfolio
16,227
Q3 2024 Added 1.52%
$215B
$1.17 Billion 0.48% of portfolio
4,319
Q3 2024 Added 0.19%
$706B
$1.08 Billion 0.44% of portfolio
5,102
Q3 2024 Reduced 0.29%
$237B
$1.06 Billion 0.44% of portfolio
13,096
Q3 2024 Added 0.26%
$1.27T
$1.08 Billion 0.44% of portfolio
1,878
Q3 2024 Added 0.81%
$562B
$969 Million 0.4% of portfolio
1,658
Q3 2024 Reduced 0.42%
$393B
$945 Million 0.39% of portfolio
1,332
Q2 2024 Reduced 0.67%
$3.68T
$886 Million 0.36% of portfolio
3,801
Q3 2024 Added 2.26%
$405B
$835 Million 0.34% of portfolio
4,817
Q3 2024 Reduced 0.12%
$272B
$751 Million 0.31% of portfolio
10,459
Q3 2024 Reduced 0.04%
$503B
$708 Million 0.29% of portfolio
2,573
Q3 2024 Added 0.08%
$489B
$651 Million 0.27% of portfolio
1,316
Q3 2024 Reduced 0.08%
$1.08T
$561 Million 0.23% of portfolio
2,146
Q3 2024 Added 0.99%
$501B
$269 Million 0.11% of portfolio
2,293
Q3 2024 Reduced 1.46%
$236B
$245 Million 0.1% of portfolio
4,610
Q3 2024 Reduced 0.28%
$409B
$228 Million 0.09% of portfolio
563
Q3 2024 New
$202B
$202 Million 0.08% of portfolio
1,667
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 59
  • Current Value $243 Billion
  • Prior Value $211 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 18, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 2 stocks
  • Additional Purchases 36 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 12 stocks
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