Tacita Capital Inc has filed its 13F form on February 06, 2025 for Q4 2024 where it was disclosed a total value porftolio of $123 Million distributed in 205 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Msci Global Min Vol Fa with a value of $9.08M, Ishares Msci Usa Momentum Fact with a value of $7.37M, Vanguard Small Cap Value ETF with a value of $6.94M, Vaneck Morningstar Wide Moat E with a value of $5.42M, and Ishares Msci Usa Quality Facto with a value of $4.55M.

Examining the 13F form we can see an decrease of $14.9M in the current position value, from $138M to 123M.

Tacita Capital Inc is based out at Toronto, A6

Below you can find more details about Tacita Capital Inc portfolio as well as his latest detailed transactions.

Portfolio value $123 Million
ETFs: $64.8 Million
Utilities: $12.9 Million
Financial Services: $12.4 Million
Energy: $8.82 Million
Technology: $4.6 Million
Industrials: $4.57 Million
Real Estate: $3.43 Million
Basic Materials: $2.72 Million
Other: $8.41 Million

Stock Holdings Table Market Cap. of $200 Billions or more

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

Summary

  • Portfolio
  • No. of Stocks 205
  • Current Value $123 Million
  • Prior Value $138 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 06, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 13 stocks
  • Additional Purchases 16 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 82 stocks
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