Tl Private Wealth has filed its 13F form on April 10, 2024 for Q1 2024 where it was disclosed a total value porftolio of $204 Million distributed in 41 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $41.9M, Vanguard Value ETF with a value of $36.5M, Vanguard Mid Cap ETF with a value of $31.1M, First Trust Senior Ln Fund with a value of $21.5M, and Vanguard Ftse All World Ex Us with a value of $15.5M.

Examining the 13F form we can see an increase of $9.89M in the current position value, from $194M to 204M.

Below you can find more details about Tl Private Wealth portfolio as well as his latest detailed transactions.

Portfolio value $204 Million
ETFs: $197 Million
Industrials: $2.14 Million
Technology: $1.46 Million
Consumer Cyclical: $971,000
Consumer Defensive: $813,000
Healthcare: $770,000
Financial Services: $764,000

Stock Holdings Table

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

Summary

  • Portfolio
  • No. of Stocks 41
  • Current Value $204 Million
  • Prior Value $194 Million
  • Filing
  • Period Q1 2024
  • Filing Date April 10, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 2 stocks
  • Additional Purchases 15 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 10 stocks
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