Regentatlantic Capital LLC has filed its 13F form on November 14, 2022 for Q3 2022 where it was disclosed a total value porftolio of $3.34 Billion distributed in 666 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $374M, Schwab Strategic Tr Intl Eqty with a value of $309M, Apple Inc. with a value of $134M, Vanguard Specialized Funds Van with a value of $120M, and Vanguard Ftse Developed Market with a value of $116M.
Examining the 13F form we can see an increase of $309M in the current position value, from $3.03B to 3.34B.
Regentatlantic Capital LLC is based out at Morristown, NJ
Below you can find more details about Regentatlantic Capital LLC portfolio as well as his latest detailed transactions.
Portfolio value
$3.34 Billion
ETFs: $1.6 Billion
Technology: $435 Million
Healthcare: $287 Million
Financial Services: $227 Million
Consumer Cyclical: $183 Million
Industrials: $158 Million
Communication Services: $132 Million
Consumer Defensive: $126 Million
Other: $186 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
