Valtinson Bruner Financial Planning LLC Portfolio Holdings
Valtinson Bruner Financial Planning LLC
- $186 Million
- Q2 2024
Valtinson Bruner Financial Planning LLC has filed its 13F form on August 05, 2024 for Q2 2024 where it was disclosed a total value porftolio of $186 Million distributed in 126 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 $13.3M, Spdr Portfolio S&P 500 Value E with a value of $9.92M, First Tr Ex Td Viii Ft Cboe Ve with a value of $9.48M, Innovator U.S. Equity Buffer E with a value of $8.59M, and Spdr Ser Tr Fds Spdr Portfolio with a value of $7.55M.
Examining the 13F form we can see an increase of $704K in the current position value, from $185M to 186M.
Below you can find more details about Valtinson Bruner Financial Planning LLC portfolio as well as his latest detailed transactions.