Tmd Wealth Management, LLC Portfolio Holdings
Tmd Wealth Management, LLC
- $387 Million
- Q2 2024
Tmd Wealth Management, LLC has filed its 13F form on August 08, 2024 for Q2 2024 where it was disclosed a total value porftolio of $387 Million distributed in 56 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Value ETF with a value of $70.8M, Vanguard Growth ETF with a value of $57.4M, Ishares Msci Usa Quality Facto with a value of $41.8M, Wisdomtree Tr Us Quality Divid with a value of $29M, and Agf Invts Tr Agfiq Us Mkt Neut with a value of $24.7M.
Examining the 13F form we can see an increase of $39.9M in the current position value, from $348M to 387M.
Below you can find more details about Tmd Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$387 Million
ETFs: $359 Million
Technology: $9.51 Million
Consumer Cyclical: $7.61 Million
Financial Services: $5.06 Million
Communication Services: $2.55 Million
Industrials: $1.11 Million
Consumer Defensive: $837,000
Healthcare: $585,000
Other: $810,000
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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