Topel & Distasi Wealth Management, LLC Portfolio Holdings
Topel & Distasi Wealth Management, LLC
- $241 Million
- Q3 2024
Topel & Distasi Wealth Management, LLC has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $241 Million distributed in 78 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Value ETF with a value of $18.8M, Vanguard Growth ETF with a value of $15.6M, Ishares Tr with a value of $15.3M, Ishares U.S. Treasury Bond ETF with a value of $12.1M, and Ishares Iboxx $ Investment Gra with a value of $10.7M.
Examining the 13F form we can see an increase of $13.5M in the current position value, from $228M to 241M.
Below you can find more details about Topel & Distasi Wealth Management, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|