Sebold Capital Management, Inc. has filed its 13F form on April 11, 2024 for Q1 2024 where it was disclosed a total value porftolio of $148 Billion distributed in 71 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco S&P 500 Equal Weight E with a value of $28.1B, Vanguard Mid Cap ETF with a value of $10.4B, Vanguard Dividend Appreciation with a value of $10.1B, Schwab Fundamental Emerging Mk with a value of $6.99B, and Vanguard Ftse Developed Market with a value of $6.22B.

Examining the 13F form we can see an increase of $12.8B in the current position value, from $135B to 148B.

Sebold Capital Management, Inc. is based out at Lisle, IL

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

Portfolio value $148 Billion
ETFs: $139 Billion
Financial Services: $2.92 Billion
Consumer Cyclical: $1.91 Billion
Communication Services: $1.61 Billion
Technology: $998 Million
Healthcare: $701 Million
Industrials: $590 Million

Stock Holdings Table

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

Summary

  • Portfolio
  • No. of Stocks 71
  • Current Value $148 Billion
  • Prior Value $135 Billion
  • Filing
  • Period Q1 2024
  • Filing Date April 11, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 4 stocks
  • Additional Purchases 29 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 29 stocks
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