Vance Wealth, Inc. Portfolio Holdings
Vance Wealth, Inc.
- $243 Million
- Q2 2024
Vance Wealth, Inc. has filed its 13F form on August 02, 2024 for Q2 2024 where it was disclosed a total value porftolio of $243 Million distributed in 90 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $53.3M, Dimensional ETF Tr with a value of $27.2M, Procter & Gamble CO with a value of $14.4M, Vanguard Russell 1000 Growth E with a value of $11.3M, and Apple Inc. with a value of $8.38M.
Examining the 13F form we can see an decrease of $7.61M in the current position value, from $250M to 243M.
Vance Wealth, Inc. is based out at Santa Clarita, CA
Below you can find more details about Vance Wealth, Inc. portfolio as well as his latest detailed transactions.