Trademark Financial Management, LLC has filed its 13F form on January 30, 2025 for Q4 2024 where it was disclosed a total value porftolio of $126 Billion distributed in 90 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 $18.3B, Invesco Qqq Trust, Series 1 with a value of $7.83B, Pacer Fds Tr Us Cash Cows 100 with a value of $7.5B, Jp Morgan ETF Tr Ultra Short I with a value of $6.42B, and Vanguard Total Stock Market Et with a value of $4.62B.
Examining the 13F form we can see an decrease of $179M in the current position value, from $126B to 126B.
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.
