Tranquility Partners, LLC has filed its 13F form on January 29, 2025 for Q4 2024 where it was disclosed a total value porftolio of $259 Million distributed in 204 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $15.9M, Blackstone Inc. with a value of $12.7M, Apple Inc. with a value of $10.9M, Amazon Com Inc with a value of $7.12M, and Costco Wholesale Corp with a value of $6.46M.

Examining the 13F form we can see an decrease of $11.2M in the current position value, from $270M to 259M.

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

Portfolio value $259 Million
ETFs: $82.1 Million
Financial Services: $57.8 Million
Technology: $41.4 Million
Healthcare: $21.5 Million
Consumer Defensive: $10.9 Million
Consumer Cyclical: $10.8 Million
Industrials: $9.84 Million
Communication Services: $8.36 Million
Other: $15.6 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

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

Summary

  • Portfolio
  • No. of Stocks 204
  • Current Value $259 Million
  • Prior Value $270 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 29, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 6 stocks
  • Additional Purchases 53 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 115 stocks
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