Topel & Distasi Wealth Management, LLC Portfolio Holdings
Topel & Distasi Wealth Management, LLC
- $214 Million
- Q1 2025
Topel & Distasi Wealth Management, LLC has filed its 13F form on May 09, 2025 for Q1 2025 where it was disclosed a total value porftolio of $214 Million distributed in 73 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Value ETF with a value of $18.4M, Vanguard Growth ETF with a value of $15.1M, Ishares Tr with a value of $13.6M, Ishares U.S. Treasury Bond ETF with a value of $12.7M, and Ishares Iboxx $ Investment Gra with a value of $10.1M.
Examining the 13F form we can see an decrease of $19.5M in the current position value, from $234M to 214M.
Below you can find more details about Topel & Distasi Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$214 Million
ETFs: $211 Million
Basic Materials: $1.24 Million
Technology: $898,000
Communication Services: $481,000
Utilities: $342,000
Healthcare: $264,000
Financial Services: $258,000
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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