Stonekeep Investments, LLC Portfolio Holdings

Stonekeep Investments, LLC

  • $123 Billion
  • Q2 2024

Stonekeep Investments, LLC has filed its 13F form on August 06, 2024 for Q2 2024 where it was disclosed a total value porftolio of $123 Billion distributed in 48 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Wisdomtree Floating Rate Treas with a value of $26.5B, Schwab Strategic Tr Us Broad M with a value of $16.9B, Ishares Trishares 0 3 Mnth Tre with a value of $16B, Vanguard Total Stock Market Et with a value of $7.77B, and Schwab Strategic Tr Intl Eqty with a value of $5.06B.

Examining the 13F form we can see an increase of $123B in the current position value.

Stonekeep Investments, LLC is based out at Sante Fe, NM

Below you can find more details about Stonekeep Investments, LLC portfolio as well as his latest detailed transactions.

Portfolio value $123 Billion
ETFs: $104 Billion
Technology: $7.19 Billion
Consumer Cyclical: $5.02 Billion
Communication Services: $3.69 Billion
Financial Services: $1.18 Billion
Healthcare: $694 Million
Consumer Defensive: $600 Million
Industrials: $330 Million
Other: $377 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.24B
$313 Million 0.25% of portfolio
15,517
Q2 2024 New
$4.39B
$242 Million 0.2% of portfolio
3,303
Q2 2024 New

Summary

  • Portfolio
  • No. of Stocks 48
  • Current Value $123 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 06, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 48 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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