Roger Wittlin Investment Advisory, LLC Portfolio Holdings

Roger Wittlin Investment Advisory, LLC

  • $171 Million
  • Q3 2024

Roger Wittlin Investment Advisory, LLC has filed its 13F form on November 08, 2024 for Q3 2024 where it was disclosed a total value porftolio of $171 Million distributed in 54 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $32.3M, Ishares Core S&P 500 ETF with a value of $24.1M, Schwab Strategic Tr Us Broad M with a value of $13.6M, Ishares Core S&P Total U.S. St with a value of $11.5M, and Pimco ETF Tr Sr Ln Active Exch with a value of $11.2M.

Examining the 13F form we can see an increase of $17.4M in the current position value, from $154M to 171M.

Below you can find more details about Roger Wittlin Investment Advisory, LLC portfolio as well as his latest detailed transactions.

Portfolio value $171 Million
ETFs: $168 Million
Technology: $1.55 Million
Real Estate: $1.38 Million
Communication Services: $240,000
Consumer Cyclical: $232,000

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 54
  • Current Value $171 Million
  • Prior Value $154 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 08, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 6 stocks
  • Additional Purchases 28 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 11 stocks
Track This Portfolio

Track Roger Wittlin Investment Advisory, LLC Portfolio

Follow Roger Wittlin Investment Advisory, 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 Roger Wittlin Investment Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Roger Wittlin Investment Advisory, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email