Trademark Financial Management, LLC has filed its 13F form on July 30, 2024 for Q2 2024 where it was disclosed a total value porftolio of $123 Billion distributed in 86 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 $16.3B, Pacer Fds Tr Us Cash Cows 100 with a value of $7.81B, Vaneck Morningstar Wide Moat E with a value of $7.5B, Jp Morgan ETF Tr Ultra Short I with a value of $7.45B, and Invesco Qqq Trust, Series 1 with a value of $7.45B.
Examining the 13F form we can see an increase of $2.17B in the current position value, from $121B to 123B.
Trademark Financial Management, LLC is based out at Bloomington, MN
Below you can find more details about Trademark Financial Management, LLC portfolio as well as his latest detailed transactions.