Tranquilli Financial Advisor LLC Portfolio Holdings

Tranquilli Financial Advisor LLC

  • $159 Million
  • Q3 2024

Tranquilli Financial Advisor LLC has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $159 Million distributed in 107 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio with a value of $9.73M, Ishares Msci Usa Quality Facto with a value of $7.3M, Dimensional ETF Tr with a value of $5.72M, Vanguard Utilities ETF with a value of $5.66M, and Vanguard Communication Service with a value of $5.6M.

Examining the 13F form we can see an increase of $9.44M in the current position value, from $149M to 159M.

Tranquilli Financial Advisor LLC is based out at Clinton, NJ

Below you can find more details about Tranquilli Financial Advisor LLC portfolio as well as his latest detailed transactions.

Portfolio value $159 Million
ETFs: $120 Million
Financial Services: $9 Million
Consumer Cyclical: $4.67 Million
Communication Services: $4.51 Million
Healthcare: $4.48 Million
Technology: $4.19 Million
Consumer Defensive: $2.32 Million
Energy: $1.73 Million
Other: $1.89 Million

Stock Holdings Table Market Cap. of Under $50 Millions

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

Summary

  • Portfolio
  • No. of Stocks 107
  • Current Value $159 Million
  • Prior Value $149 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 14, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 5 stocks
  • Additional Purchases 59 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 41 stocks
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