Sendero Wealth Management, LLC Portfolio Holdings
Sendero Wealth Management, LLC
- $648 Million
- Q1 2025
Sendero Wealth Management, LLC has filed its 13F form on April 10, 2025 for Q1 2025 where it was disclosed a total value porftolio of $648 Million distributed in 278 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 $158M, Ishares Core S&P Total U.S. St with a value of $25.7M, Spdr S&P Global Natural Resour with a value of $23.1M, Alphabet Inc. with a value of $20.8M, and Amazon Com Inc with a value of $19.7M.
Examining the 13F form we can see an increase of $20.6M in the current position value, from $627M to 648M.
Sendero Wealth Management, LLC is based out at San Antonio, TX
Below you can find more details about Sendero Wealth Management, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of Under $50 Millions
Summary
- Portfolio
- No. of Stocks 278
- Current Value $648 Million
- Prior Value $627 Million
- Filing
- Period Q1 2025
- Filing Date April 10, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 31 stocks
- Additional Purchases 100 stocks
- Sold out of 0 stocks
- Reduced holdings in 32 stocks