Talbot Financial, LLC has filed its 13F form on October 08, 2024 for Q3 2024 where it was disclosed a total value porftolio of $821 Billion distributed in 61 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $88.9B, Apple Inc. with a value of $88.3B, Amazon Com Inc with a value of $49.7B, Alphabet Inc. with a value of $31.4B, and Nvidia Corp with a value of $28.2B.

Examining the 13F form we can see an increase of $46.7B in the current position value, from $775B to 821B.

Talbot Financial, LLC is based out at Bellevue, WA

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

Portfolio value $821 Billion
Technology: $337 Billion
Financial Services: $130 Billion
Healthcare: $124 Billion
Consumer Cyclical: $73.3 Billion
Communication Services: $52.9 Billion
Industrials: $41.9 Billion
Consumer Defensive: $38.4 Billion
Energy: $22.1 Billion
Other: $1.77 Billion

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

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

Summary

  • Portfolio
  • No. of Stocks 61
  • Current Value $821 Billion
  • Prior Value $775 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 08, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 8 stocks
  • Additional Purchases 40 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 5 stocks
Track This Portfolio

Track Talbot Financial, LLC Portfolio

Follow Talbot Financial, 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 Talbot Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Talbot Financial, LLC with notifications on news.