Reston Wealth Management LLC Portfolio Holdings
Reston Wealth Management LLC
- $275 Million
- Q3 2024
Reston Wealth Management LLC has filed its 13F form on October 28, 2024 for Q3 2024 where it was disclosed a total value porftolio of $275 Million distributed in 454 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio with a value of $56.1M, Schwab Fundamental U S Large C with a value of $48.4M, Spdr Ser Tr Fds Spdr Portfolio with a value of $28.2M, Spdr Portfolio Aggregate Bond with a value of $28.1M, and Spdr Portfolio with a value of $19.4M.
Examining the 13F form we can see an increase of $25.7M in the current position value, from $250M to 275M.
Below you can find more details about Reston Wealth Management LLC portfolio as well as his latest detailed transactions.
Portfolio value
$275 Million
ETFs: $255 Million
Technology: $5.11 Million
Consumer Cyclical: $2.57 Million
Healthcare: $2.36 Million
Financial Services: $2.35 Million
Communication Services: $2.32 Million
Industrials: $2.05 Million
Consumer Defensive: $1.46 Million
Other: $1.81 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 454
- Current Value $275 Million
- Prior Value $250 Million
- Filing
- Period Q3 2024
- Filing Date October 28, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 401 stocks
- Additional Purchases 34 stocks
- Sold out of 0 stocks
- Reduced holdings in 12 stocks