Shared Vision Wealth Group LLC Portfolio Holdings

Shared Vision Wealth Group LLC

  • $172 Billion
  • Q2 2024

Shared Vision Wealth Group LLC has filed its 13F form on July 23, 2024 for Q2 2024 where it was disclosed a total value porftolio of $172 Billion distributed in 74 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $37.7B, Ishares Core S&P 500 ETF with a value of $25.4B, Ishares Core Total Usd Bond Ma with a value of $18.4B, Ishares S&P 500 Growth ETF with a value of $6.26B, and Ishares Msci Usa Quality Facto with a value of $5.96B.

Examining the 13F form we can see an increase of $11.7B in the current position value, from $160B to 172B.

Shared Vision Wealth Group LLC is based out at Carlsbad, X1

Below you can find more details about Shared Vision Wealth Group LLC portfolio as well as his latest detailed transactions.

Portfolio value $172 Billion
ETFs: $123 Billion
Technology: $42.2 Billion
Consumer Cyclical: $1.1 Billion
Consumer Defensive: $900 Million
Financial Services: $633 Million
Healthcare: $612 Million
Industrials: $207 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.5T
$37.7 Billion 21.94% of portfolio
179,039
Q2 2024 Added 3.96%
$61.4B
$2.82 Billion 1.64% of portfolio
1,760
Q2 2024 Reduced 5.43%
$1.86T
$1.1 Billion 0.64% of portfolio
5,666
Q2 2024 Added 40.91%
$282B
$922 Million 0.54% of portfolio
7,461
Q2 2024 Added 1,313.07%
$362B
$900 Million 0.52% of portfolio
1,059
Q2 2024 Added 202.57%
$3.17T
$778 Million 0.45% of portfolio
1,741
Q2 2024 Added 65.18%
$569B
$633 Million 0.37% of portfolio
1,556
Q4 2023 New
$420B
$390 Million 0.23% of portfolio
2,669
Q2 2024 Added 0.04%
$765B
$222 Million 0.13% of portfolio
245
Q2 2024 New
$148B
$207 Million 0.12% of portfolio
915
Q2 2024 New

Summary

  • Portfolio
  • No. of Stocks 74
  • Current Value $172 Billion
  • Prior Value $160 Billion
  • Filing
  • Period Q2 2024
  • Filing Date July 23, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 4 stocks
  • Additional Purchases 34 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 21 stocks
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