Proathlete Wealth Management LLC Portfolio Holdings

Proathlete Wealth Management LLC

  • $211 Billion
  • Q2 2024

Proathlete Wealth Management LLC has filed its 13F form on July 26, 2024 for Q2 2024 where it was disclosed a total value porftolio of $211 Billion distributed in 57 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 $55.6B, Ishares Russell 1000 Gr ETF with a value of $21.3B, Ishares Core S&P Sm Cap ETF with a value of $17.4B, Ishares Core S&P Mid Cap ETF with a value of $16.5B, and Ishares Tr with a value of $11.6B.

Examining the 13F form we can see an increase of $23.2B in the current position value, from $188B to 211B.

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 $211 Billion
ETFs: $177 Billion
Technology: $9.53 Billion
Consumer Cyclical: $5.3 Billion
Financial Services: $5.11 Billion
Communication Services: $5.07 Billion
Consumer Defensive: $2.35 Billion
Healthcare: $1.96 Billion
Energy: $548 Million
Other: $0

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.58B
$893 Million 0.42% of portfolio
14,250
Q2 2024 Added 4,882.52%

Summary

  • Portfolio
  • No. of Stocks 57
  • Current Value $211 Billion
  • Prior Value $188 Billion
  • Filing
  • Period Q2 2024
  • Filing Date July 26, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 3 stocks
  • Additional Purchases 34 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 14 stocks
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