Tsa Wealth Managment LLC Portfolio Holdings

Tsa Wealth Managment LLC

  • $248 Billion
  • Q3 2024

Tsa Wealth Managment LLC has filed its 13F form on November 06, 2024 for Q3 2024 where it was disclosed a total value porftolio of $248 Billion distributed in 63 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $29.7B, Schwab Us Aggregate Bond ETF with a value of $28.9B, Ishares Core S&P 500 ETF with a value of $15.8B, Ishares Msci Usa Quality Facto with a value of $14.7B, and Ishares S&P 500 Growth ETF with a value of $14.3B.

Examining the 13F form we can see an increase of $13.5B in the current position value, from $235B to 248B.

Tsa Wealth Managment LLC is based out at Houston, TX

Below you can find more details about Tsa Wealth Managment LLC portfolio as well as his latest detailed transactions.

Portfolio value $248 Billion
ETFs: $228 Billion
Consumer Defensive: $4.96 Billion
Technology: $3.14 Billion
Consumer Cyclical: $1.11 Billion
Communication Services: $650 Million
Financial Services: $490 Million
Industrials: $250 Million
Energy: $242 Million
Other: $0

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$274B
$4.96 Billion 2.0% of portfolio
69,068
Q3 2024 Added 0.44%
$4.07T
$1.23 Billion 0.49% of portfolio
5,268
Q3 2024 Added 5.74%
$3.39T
$897 Million 0.36% of portfolio
2,085
Q3 2024 Added 13.13%
$325B
$778 Million 0.31% of portfolio
6,409
Q3 2024 Added 34.33%
$1.52T
$477 Million 0.19% of portfolio
1,822
Q3 2024 Added 23.36%
$1.39T
$402 Million 0.16% of portfolio
702
Q3 2024 Added 15.27%
$2.35T
$387 Million 0.16% of portfolio
2,079
Q3 2024 Added 1.07%
$593B
$263 Million 0.11% of portfolio
572
Q3 2024 Added 13.94%
$450B
$242 Million 0.1% of portfolio
2,067
Q3 2024 Added 11.31%
$1.17T
$248 Million 0.1% of portfolio
1,498
Q3 2024 Added 12.13%

Summary

  • Portfolio
  • No. of Stocks 63
  • Current Value $248 Billion
  • Prior Value $235 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 06, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 3 stocks
  • Additional Purchases 35 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 20 stocks
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