Twele Capital Management, Inc. Portfolio Holdings

Twele Capital Management, Inc.

  • $476 Million
  • Q3 2024

Twele Capital Management, Inc. has filed its 13F form on October 07, 2024 for Q3 2024 where it was disclosed a total value porftolio of $476 Million distributed in 40 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $57M, Vanguard Index Fds S&P 500 ETF with a value of $51.9M, Vanguard Bd Index Fd Inc Total with a value of $44.4M, Ishares Barclays with a value of $40.4M, and Ishares Core U.S. Aggregate Bo with a value of $39.2M.

Examining the 13F form we can see an increase of $34.4M in the current position value, from $441M to 476M.

Below you can find more details about Twele Capital Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $476 Million
ETFs: $475 Million
Technology: $1.03 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 40
  • Current Value $476 Million
  • Prior Value $441 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 07, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 1 stocks
  • Additional Purchases 21 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 15 stocks
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