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 Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|