Three Seasons Wealth, LLC has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $205 Billion distributed in 133 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Goldman Sachs ETF Tr Access Ul with a value of $12.2B, Jp Morgan ETF Tr Ultra Short I with a value of $12.1B, Spdr Bloomberg 1 3 Month T Bil with a value of $12B, Spdr Gold Trust with a value of $10.3B, and Amazon Com Inc with a value of $7.4B.

Examining the 13F form we can see an increase of $205B in the current position value.

Three Seasons Wealth, LLC is based out at Salt Lake City, UT

Below you can find more details about Three Seasons Wealth, LLC portfolio as well as his latest detailed transactions.

Portfolio value $205 Billion
ETFs: $109 Billion
Technology: $26.1 Billion
Consumer Cyclical: $12.7 Billion
Financial Services: $10.4 Billion
Communication Services: $8.58 Billion
Healthcare: $7.79 Billion
Industrials: $7.73 Billion
Energy: $4.77 Billion
Other: $7.42 Billion

Stock Holdings Table

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

Summary

  • Portfolio
  • No. of Stocks 133
  • Current Value $205 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 123 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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