Topel & Distasi Wealth Management, LLC Portfolio Holdings
Topel & Distasi Wealth Management, LLC
- $234 Million
- Q4 2024
Topel & Distasi Wealth Management, LLC has filed its 13F form on January 30, 2025 for Q4 2024 where it was disclosed a total value porftolio of $234 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 $18.4M, Vanguard Growth ETF with a value of $16.3M, Ishares Tr with a value of $14.1M, Ishares U.S. Treasury Bond ETF with a value of $12.4M, and Ishares Iboxx $ Investment Gra with a value of $10.4M.
Examining the 13F form we can see an decrease of $7.55M in the current position value, from $241M to 234M.
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 $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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