Transatlantique Private Wealth LLC has filed its 13F form on May 13, 2024 for Q1 2024 where it was disclosed a total value porftolio of $227 Million distributed in 207 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $12.5M, Apple Inc. with a value of $7.19M, Alphabet Inc. with a value of $5.38M, Jpmorgan Chase & CO with a value of $4.55M, and Vanguard Information Technolog with a value of $4.4M.
Examining the 13F form we can see an increase of $15.9M in the current position value, from $211M to 227M.
Below you can find more details about Transatlantique Private Wealth LLC portfolio as well as his latest detailed transactions.
Portfolio value
$227 Million
Technology: $52.2 Million
ETFs: $49.9 Million
Healthcare: $25.2 Million
Financial Services: $24.6 Million
Industrials: $19.4 Million
Communication Services: $18.2 Million
Consumer Cyclical: $16.8 Million
Consumer Defensive: $9.32 Million
Other: $10.9 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions