Reframe Wealth, LLC Portfolio Holdings

Reframe Wealth, LLC

  • $260 Billion
  • Q4 2022

Reframe Wealth, LLC has filed its 13F form on March 30, 2023 for Q4 2022 where it was disclosed a total value porftolio of $260 Billion distributed in 61 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio with a value of $61.5B, Ishares Russell 2000 ETF with a value of $25.1B, Spdr S&P 600 Small Cap Growth with a value of $22.4B, Ishares National Muni Bond ETF with a value of $20.9B, and Ishares S&P Midcap 400 Growth with a value of $20.7B.

Examining the 13F form we can see an increase of $260B in the current position value.

Reframe Wealth, LLC is based out at Fairfax, VA

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

Portfolio value $260 Billion
ETFs: $254 Billion
Technology: $1.71 Billion
Financial Services: $1.45 Billion
Healthcare: $1.37 Billion
Consumer Cyclical: $846 Million
Communication Services: $522 Million
Energy: $364 Million
Industrials: $222 Million
Other: $0

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$31.2B
$726 Million 0.28% of portfolio
12,750
Q4 2022 New
$108B
$232 Million 0.09% of portfolio
8,789
Q4 2022 New

Summary

  • Portfolio
  • No. of Stocks 61
  • Current Value $260 Billion
  • Filing
  • Period Q4 2022
  • Filing Date March 30, 2023
  • Form Type 13F-HR
  • Activity in Q4 2022
  • New Purchases 61 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
Track This Portfolio

Track Reframe Wealth, LLC Portfolio

Follow Reframe Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Reframe Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Reframe Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email