Ruedi Wealth Management, Inc. Portfolio Holdings

Ruedi Wealth Management, Inc.

  • $291 Billion
  • Q3 2024

Ruedi Wealth Management, Inc. has filed its 13F form on October 22, 2024 for Q3 2024 where it was disclosed a total value porftolio of $291 Billion distributed in 344 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $73.9B, Dimensional ETF Tr Short Durat with a value of $28.5B, Dimensional ETF Trust with a value of $26.4B, Dimensional ETF Tr U S Equity with a value of $17B, and Dimensional ETF Tr Us Marketwi with a value of $15.5B.

Examining the 13F form we can see an increase of $37.4B in the current position value, from $254B to 291B.

Ruedi Wealth Management, Inc. is based out at Champaign, IL

Below you can find more details about Ruedi Wealth Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $291 Billion
ETFs: $220 Billion
Technology: $6.3 Billion
Consumer Cyclical: $1.31 Billion
Financial Services: $1.23 Billion
Communication Services: $941 Million
Industrials: $909 Million
Consumer Defensive: $865 Million
Energy: $773 Million
Other: $887 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$410B
$40.1 Million 0.01% of portfolio
248
Q3 2024 Reduced 11.74%
$177B
$16.5 Million 0.01% of portfolio
136
Q3 2024 Reduced 12.26%
$61.1B
$41.4 Million 0.01% of portfolio
147
Q3 2024 Reduced 1.34%
$81.6B
$25.6 Million 0.01% of portfolio
131
Q3 2024 Reduced 11.49%
$885M
$15.4 Million 0.01% of portfolio
396
Q4 2022 New
$43.7B
$19.7 Million 0.01% of portfolio
105
Q3 2024 Reduced 4.55%
$73.7B
$27.4 Million 0.01% of portfolio
100
Q3 2024 Reduced 0.99%
$46.2B
$15.9 Million 0.01% of portfolio
159
Q3 2024 Reduced 5.36%
$41.7B
$19.5 Million 0.01% of portfolio
199
Q3 2024 Reduced 2.45%
$96B
$33.2 Million 0.01% of portfolio
650
Q3 2024 Reduced 3.27%
$90B
$27.4 Million 0.01% of portfolio
180
Q3 2024 Reduced 3.23%
$99.5B
$18.8 Million 0.01% of portfolio
49
Q3 2024 Reduced 7.55%
$192B
$22.1 Million 0.01% of portfolio
100
Q3 2023 New
$108B
$42.2 Million 0.01% of portfolio
1,798
Q3 2024 Reduced 3.95%
$165B
$17.6 Million 0.01% of portfolio
65
Q3 2024 Reduced 26.14%
$69.4B
$18.2 Million 0.01% of portfolio
61
Q3 2024 Reduced 11.59%
$1.33T
$33.2 Million 0.01% of portfolio
58
Q3 2024 Reduced 27.5%
$82.1B
$43.1 Million 0.01% of portfolio
233
Q4 2022 New
$195B
$16.7 Million 0.01% of portfolio
400
Q3 2024 Reduced 1.72%
$60.9B
$25 Million 0.01% of portfolio
190
Q1 2024 Added 102.13%
$90.1B
$38.1 Million 0.01% of portfolio
517
Q3 2024 Reduced 7.68%
-
$29.9 Million 0.01% of portfolio
-
Q3 2024 New
$218B
$23 Million 0.01% of portfolio
221
Q3 2024 Reduced 10.89%
$256B
$40.3 Million 0.01% of portfolio
354
Q3 2024 Reduced 10.83%
$275B
$24.2 Million 0.01% of portfolio
336
Q3 2024 Reduced 11.11%
$143B
$26.3 Million 0.01% of portfolio
250
Q1 2024 Added 150.0%
$154B
$29.3 Million 0.01% of portfolio
1,013
Q3 2024 Reduced 15.09%
$40.8B
$20 Million 0.01% of portfolio
444
Q4 2022 New
$405B
$41.9 Million 0.01% of portfolio
47
Q3 2024 Reduced 20.34%
$43.4B
$16.8 Million 0.01% of portfolio
189
Q3 2024 Reduced 11.68%
$311B
$30.9 Million 0.01% of portfolio
113
Q3 2024 Reduced 18.71%
$90.1B
$22.4 Million 0.01% of portfolio
90
Q3 2024 Reduced 9.09%
$95.6B
$15.7 Million 0.01% of portfolio
178
Q3 2024 Reduced 19.46%
$494B
$22.7 Million 0.01% of portfolio
46
Q3 2024 Reduced 17.86%
$387B
$34 Million 0.01% of portfolio
196
Q3 2024 Reduced 17.65%
$14.6B
$2.96 Million 0.0% of portfolio
30
Q3 2024 Reduced 49.15%
$6.95B
$913,000 0.0% of portfolio
86
Q3 2024 Reduced 7.53%
$12.3B
$7.63 Million 0.0% of portfolio
63
Q4 2022 New
$52.8B
$1.34 Million 0.0% of portfolio
10
Q3 2024 Reduced 47.37%
$29.9B
$431,000 0.0% of portfolio
3
Q3 2024 Reduced 50.0%
$18.8B
$3.48 Million 0.0% of portfolio
12
Q3 2024 Reduced 47.83%
$56.3B
$709,000 0.0% of portfolio
4
Q3 2024 Reduced 42.86%
$39.2B
$11.8 Million 0.0% of portfolio
120
Q3 2024 Reduced 3.23%
$4.1B
$383,000 0.0% of portfolio
20
Q4 2023 Reduced 35.48%
$46.1B
$9.93 Million 0.0% of portfolio
82
Q3 2024 Reduced 16.33%
$31B
$4.14 Million 0.0% of portfolio
13
Q3 2024 Reduced 45.83%
$11.2B
$3.54 Million 0.0% of portfolio
100
Q4 2022 New
$503M
$471,000 0.0% of portfolio
85
Q3 2023 New
$167B
$6.67 Million 0.0% of portfolio
33
Q3 2024 Reduced 50.0%

Summary

  • Portfolio
  • No. of Stocks 344
  • Current Value $291 Billion
  • Prior Value $254 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 22, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 6 stocks
  • Additional Purchases 40 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 200 stocks
Track This Portfolio

Track Ruedi Wealth Management, Inc. Portfolio

Follow Ruedi Wealth Management, Inc. 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 Ruedi Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Ruedi Wealth Management, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email