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.

Portfolio value $187 Billion
ETFs: $133 Billion
Technology: $46.4 Billion
Consumer Cyclical: $963 Million
Consumer Defensive: $940 Million
Financial Services: $716 Million
Healthcare: $650 Million
Industrials: $227 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 72
  • Current Value $187 Billion
  • Prior Value $172 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 12, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 0 stocks
  • Additional Purchases 28 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 21 stocks
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