Smith Chas P & Associates Pa Cpas Portfolio Holdings
Smith Chas P & Associates Pa Cpas
- $1.69 Billion
- Q2 2024
Smith Chas P & Associates Pa Cpas has filed its 13F form on July 29, 2024 for Q2 2024 where it was disclosed a total value porftolio of $1.69 Billion distributed in 144 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $110M, Microsoft Corp with a value of $92.9M, Alphabet Inc. with a value of $87.8M, Jpmorgan Chase & CO with a value of $77M, and Berkshire Hathaway Inc Class B with a value of $74.7M.
Examining the 13F form we can see an increase of $31.8M in the current position value, from $1.65B to 1.69B.
Below you can find more details about Smith Chas P & Associates Pa Cpas portfolio as well as his latest detailed transactions.
Portfolio value
$1.69 Billion
ETFs: $321 Million
Financial Services: $257 Million
Technology: $255 Million
Consumer Defensive: $233 Million
Healthcare: $173 Million
Consumer Cyclical: $164 Million
Communication Services: $122 Million
Industrials: $110 Million
Other: $47.9 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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