Toroso Investments, LLC has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $8.33 Billion distributed in 2345 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $348M, Nvidia Corp with a value of $337M, Microsoft Corp with a value of $270M, Apple Inc. with a value of $223M, and Vanguard Total Stock Market Et with a value of $203M.

Examining the 13F form we can see an increase of $1.77B in the current position value, from $6.55B to 8.33B.

Toroso Investments, LLC is based out at Massapequa, NY

Below you can find more details about Toroso Investments, LLC portfolio as well as his latest detailed transactions.

Portfolio value $8.33 Billion
Technology: $2.19 Billion
ETFs: $1.25 Billion
Basic Materials: $874 Million
Consumer Cyclical: $791 Million
Financial Services: $748 Million
Healthcare: $609 Million
Industrials: $540 Million
Communication Services: $497 Million
Other: $809 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 2,345
  • Current Value $8.33 Billion
  • Prior Value $6.55 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 14, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 215 stocks
  • Additional Purchases 963 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 538 stocks
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