Tolleson Wealth Management, Inc. Portfolio Holdings
Tolleson Wealth Management, Inc.
- $511 Million
- Q1 2024
Tolleson Wealth Management, Inc. has filed its 13F form on May 15, 2024 for Q1 2024 where it was disclosed a total value porftolio of $511 Million distributed in 81 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr Ser Tr Msci Usa Strategic with a value of $111M, Ishares Tr with a value of $111M, Ishares Tr with a value of $74.5M, Ishares Core S&P Total U.S. St with a value of $40M, and Vanguard Ftse All World Ex Us with a value of $21M.
Examining the 13F form we can see an increase of $25.7M in the current position value, from $485M to 511M.
Tolleson Wealth Management, Inc. is based out at Dallas, TX
Below you can find more details about Tolleson Wealth Management, Inc. portfolio as well as his latest detailed transactions.