Ullmann Wealth Partners Group, LLC has filed its 13F form on October 15, 2024 for Q3 2024 where it was disclosed a total value porftolio of $772 Million distributed in 132 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 $142M, Ishares Tr with a value of $89.7M, Ishares Core S&P Total U.S. St with a value of $82M, Dimensional ETF Tr Dimensional with a value of $41.3M, and Ishares Msci Usa Small Cap Mul with a value of $37.1M.
Examining the 13F form we can see an increase of $71.7M in the current position value, from $700M to 772M.
Below you can find more details about Ullmann Wealth Partners Group, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$772 Million
ETFs: $708 Million
Technology: $16.7 Million
Financial Services: $13.7 Million
Healthcare: $7.53 Million
Consumer Defensive: $7.09 Million
Consumer Cyclical: $5.36 Million
Industrials: $4.61 Million
Communication Services: $3.83 Million
Other: $4.72 Million
Stock Holdings Table Market Cap. of $200 Billions or more
