Sunesis Advisors, LLC Portfolio Holdings

Sunesis Advisors, LLC

  • $165 Million
  • Q3 2024

Sunesis Advisors, LLC has filed its 13F form on October 29, 2024 for Q3 2024 where it was disclosed a total value porftolio of $165 Million distributed in 43 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $78M, Ishares Core U.S. Aggregate Bo with a value of $14.2M, Vanguard Star Fd Vanguard Tota with a value of $9.22M, Vanguard Ftse Developed Market with a value of $8.6M, and Vanguard Bd Index Fd Inc Inter with a value of $5.45M.

Examining the 13F form we can see an decrease of $2.46M in the current position value, from $167M to 165M.

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

Portfolio value $165 Million
ETFs: $156 Million
Financial Services: $4.17 Million
Technology: $2.62 Million
Consumer Defensive: $1.05 Million
Industrials: $457,000
Communication Services: $258,000
Healthcare: $240,000
Consumer Cyclical: $204,000
Other: $0

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

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

Summary

  • Portfolio
  • No. of Stocks 43
  • Current Value $165 Million
  • Prior Value $167 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 29, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 1 stocks
  • Additional Purchases 10 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 8 stocks
Track This Portfolio

Track Sunesis Advisors, LLC Portfolio

Follow Sunesis Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sunesis Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sunesis Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email