Values Added Financial LLC Portfolio Holdings
Values Added Financial LLC
- $128 Billion
- Q1 2024
Values Added Financial LLC has filed its 13F form on April 25, 2024 for Q1 2024 where it was disclosed a total value porftolio of $128 Billion distributed in 84 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Ftse Developed Market with a value of $11.2B, Spdr Ser Tr Fds Spdr Portfolio with a value of $10.1B, Vanguard Bd Index Fd Inc Total with a value of $7.15B, Engine No 1 ETF Tr with a value of $5.86B, and Spdr Portfolio Aggregate Bond with a value of $5.45B.
Examining the 13F form we can see an increase of $6.06B in the current position value, from $122B to 128B.
Values Added Financial LLC is based out at Washington, DC
Below you can find more details about Values Added Financial LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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