Shared Vision Wealth Group LLC Portfolio Holdings
Shared Vision Wealth Group LLC
- $187 Billion
- Q3 2024
Shared Vision Wealth Group LLC has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $187 Billion distributed in 72 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $41.7B, Ishares Core S&P 500 ETF with a value of $25.7B, Ishares Core Total Usd Bond Ma with a value of $22.9B, Ishares Msci Usa Quality Facto with a value of $6.38B, and Ishares Tr with a value of $6.23B.
Examining the 13F form we can see an increase of $15.3B in the current position value, from $172B to 187B.
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.
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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