Sunesis Advisors, LLC Portfolio Holdings

Sunesis Advisors, LLC

  • $163 Million
  • Q4 2024

Sunesis Advisors, LLC has filed its 13F form on January 24, 2025 for Q4 2024 where it was disclosed a total value porftolio of $163 Million distributed in 40 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 $78.1M, Ishares Core U.S. Aggregate Bo with a value of $14.5M, Vanguard Star Fd Vanguard Tota with a value of $8.4M, Vanguard Ftse Developed Market with a value of $8.04M, and Vanguard Bd Index Fd Inc Short with a value of $6.58M.

Examining the 13F form we can see an decrease of $1.3M in the current position value, from $165M to 163M.

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

Portfolio value $163 Million
ETFs: $154 Million
Financial Services: $4.5 Million
Technology: $2.97 Million
Consumer Defensive: $951,000
Communication Services: $295,000
Consumer Cyclical: $241,000
Industrials: $226,000
Healthcare: $209,000
Other: $0

Stock Holdings Table Market Cap. of Under $50 Millions

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

Summary

  • Portfolio
  • No. of Stocks 40
  • Current Value $163 Million
  • Prior Value $165 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 24, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 0 stocks
  • Additional Purchases 15 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 3 stocks
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