Sellwood Investment Partners LLC Portfolio Holdings

Sellwood Investment Partners LLC has filed its 13F form on February 11, 2025 for Q4 2024 where it was disclosed a total value porftolio of $186 Billion distributed in 55 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 $39.8B, Vanguard World Fd Esg U.S. Sto with a value of $33.4B, Pimco Equity Ser Rafi Esg U S with a value of $16.9B, Vanguard Sht Trm Inflt Prot Fd with a value of $16.1B, and Vanguard World Fd Esg Intl Stk with a value of $14.6B.

Examining the 13F form we can see an increase of $186B in the current position value.

Sellwood Investment Partners LLC is based out at Portland, OR

Below you can find more details about Sellwood Investment Partners LLC portfolio as well as his latest detailed transactions.