Transatlantique Private Wealth LLC Portfolio Holdings
Transatlantique Private Wealth LLC
- $264 Million
- Q2 2025
Transatlantique Private Wealth LLC has filed its 13F form on August 05, 2025 for Q2 2025 where it was disclosed a total value porftolio of $264 Million distributed in 216 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $14.1M, Apple Inc. with a value of $7.95M, Vanguard Information Technolog with a value of $7.48M, Procept Bio Robotics Corp with a value of $6.82M, and Ishares Core S&P U.S Growth Et with a value of $6.32M.
Examining the 13F form we can see an increase of $20M in the current position value, from $244M to 264M.
Below you can find more details about Transatlantique Private Wealth LLC portfolio as well as his latest detailed transactions.
Portfolio value
$264 Million
ETFs: $79.4 Million
Technology: $55.9 Million
Financial Services: $26.9 Million
Communication Services: $24.1 Million
Healthcare: $23.4 Million
Industrials: $19.1 Million
Consumer Cyclical: $18.6 Million
Consumer Defensive: $6.26 Million
Other: $10.6 Million