Sendero Wealth Management, LLC Portfolio Holdings

Sendero Wealth Management, LLC

  • $627 Million
  • Q4 2024

Sendero Wealth Management, LLC has filed its 13F form on January 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $627 Million distributed in 228 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 $154M, Spdr S&P Global Natural Resour with a value of $31.1M, Ishares Core S&P Total U.S. St with a value of $27.2M, Alphabet Inc. with a value of $23.7M, and Amazon Com Inc with a value of $20M.

Examining the 13F form we can see an increase of $11.8M in the current position value, from $615M to 627M.

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.

Portfolio value $627 Million
ETFs: $257 Million
Technology: $109 Million
Financial Services: $60.7 Million
Communication Services: $52.7 Million
Healthcare: $35.4 Million
Consumer Cyclical: $32.8 Million
Energy: $31.1 Million
Industrials: $26.7 Million
Other: $21.9 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$115,000 0.02% of portfolio
12,000
Q2 2023 New

Summary

  • Portfolio
  • No. of Stocks 228
  • Current Value $627 Million
  • Prior Value $615 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 12 stocks
  • Additional Purchases 65 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 28 stocks
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