Refined Wealth Management Portfolio Holdings

Refined Wealth Management

  • $129 Million
  • Q3 2024

Refined Wealth Management has filed its 13F form on October 18, 2024 for Q3 2024 where it was disclosed a total value porftolio of $129 Million distributed in 27 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total International B with a value of $19M, Nuveen Esg Large Cap Growth Et with a value of $18.8M, Vanguard World Fd Esg Intl Stk with a value of $17.2M, Ssga Active Trust with a value of $8.98M, and Overstock.Com, Inc with a value of $8.93M.

Examining the 13F form we can see an increase of $1.01M in the current position value, from $128M to 129M.

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

Portfolio value $129 Million
ETFs: $101 Million
Technology: $12.5 Million
Consumer Cyclical: $9.82 Million
Industrials: $5.77 Million
Financial Services: $321,000
Energy: $102,000

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.09T
$2.98 Million 2.3% of portfolio
12,785
Q3 2024 Added 1.16%
$2.29T
$899,000 0.69% of portfolio
4,829
Q3 2024 Reduced 3.82%
$336B
$614,000 0.47% of portfolio
5,062
Q3 2024 Reduced 9.96%
$590B
$321,000 0.25% of portfolio
698
Q3 2024 Reduced 1.41%

Summary

  • Portfolio
  • No. of Stocks 27
  • Current Value $129 Million
  • Prior Value $128 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 18, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 0 stocks
  • Additional Purchases 17 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 5 stocks
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