Ratio Wealth Group Portfolio Holdings

Ratio Wealth Group has filed its 13F form on May 13, 2024 for Q1 2024 where it was disclosed a total value porftolio of $516 Million distributed in 80 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Intermediate Term Cor with a value of $44.6M, Vanguard Index Fds S&P 500 ETF with a value of $30.1M, Msci Eafe Value ETF with a value of $26.1M, Global X Fds U S Pfd ETF (De) with a value of $25M, and Vanguard Dividend Appreciation with a value of $24.6M.

Examining the 13F form we can see an increase of $53.8M in the current position value, from $462M to 516M.

Ratio Wealth Group is based out at Denver, CO

Below you can find more details about Ratio Wealth Group portfolio as well as his latest detailed transactions.