Trademark Financial Management, LLC Portfolio Holdings

Trademark Financial Management, LLC has filed its 13F form on October 31, 2024 for Q3 2024 where it was disclosed a total value porftolio of $126 Billion distributed in 93 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 $18.1B, Pacer Fds Tr Us Cash Cows 100 with a value of $7.43B, Invesco Qqq Trust, Series 1 with a value of $7.37B, Jp Morgan ETF Tr Ultra Short I with a value of $7.31B, and Ishares Msci Usa Quality Facto with a value of $6.04B.

Examining the 13F form we can see an increase of $3.27B in the current position value, from $123B 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.