Vernal Point Advisors, LLC Portfolio Holdings

Vernal Point Advisors, LLC

  • $117 Billion
  • Q1 2024

Vernal Point Advisors, LLC has filed its 13F form on May 15, 2024 for Q1 2024 where it was disclosed a total value porftolio of $117 Billion distributed in 30 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard with a value of $36.8B, Vanguard Total World Stk Index with a value of $24.2B, Vanguard Intermediate Term Tre with a value of $9.23B, Vanguard Total Stock Market Et with a value of $9.12B, and Ishares Core U.S. Aggregate Bo with a value of $6.88B.

Examining the 13F form we can see an increase of $20.7B in the current position value, from $96.3B to 117B.

Vernal Point Advisors, LLC is based out at San Francisco, CA

Below you can find more details about Vernal Point Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $117 Billion
ETFs: $112 Billion
Energy: $2.28 Billion
Technology: $1.29 Billion
Consumer Cyclical: $1.1 Billion
Utilities: $291 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$36.8 Billion 31.43% of portfolio
633,362
Q1 2024 Reduced 3.47%
$0
$24.2 Billion 20.72% of portfolio
219,385
Q1 2024 Added 69.21%
$0
$9.23 Billion 7.89% of portfolio
157,637
Q1 2024 Added 12.11%
$0
$9.12 Billion 7.79% of portfolio
35,077
Q1 2024 Added 2.51%
$0
$6.88 Billion 5.88% of portfolio
70,263
Q1 2024 Added 8.62%
$0
$5.26 Billion 4.5% of portfolio
64,358
Q1 2024 Added 4.89%
$0
$4.63 Billion 3.96% of portfolio
9,628
Q1 2024 Added 76.92%
$0
$2.61 Billion 2.23% of portfolio
43,282
Q1 2024 Added 2.38%
$0
$2.4 Billion 2.05% of portfolio
20,710
Q4 2023 New
$0
$1.76 Billion 1.5% of portfolio
19,000
Q4 2023 New
$0
$1.35 Billion 1.15% of portfolio
3,035
Q4 2023 New
$4.85B
$1.29 Billion 1.1% of portfolio
66,752
Q1 2024 New
$0
$1.19 Billion 1.02% of portfolio
13,805
Q4 2023 New
$0
$1.14 Billion 0.97% of portfolio
4,817
Q4 2023 New
$0
$1.03 Billion 0.88% of portfolio
16,602
Q4 2023 New
$0
$1.02 Billion 0.87% of portfolio
34,378
Q1 2024 New
$0
$767 Million 0.66% of portfolio
16,823
Q4 2023 New
$63B
$759 Million 0.65% of portfolio
26,000
Q1 2024 New
$60.5B
$735 Million 0.63% of portfolio
4,458
Q1 2024 New
$50.1B
$625 Million 0.53% of portfolio
39,733
Q1 2024 New
$0
$550 Million 0.47% of portfolio
5,801
Q4 2023 New
$0
$488 Million 0.42% of portfolio
4,412
Q4 2023 New
$0
$384 Million 0.33% of portfolio
6,435
Q4 2023 New
$29.2B
$359 Million 0.31% of portfolio
3,208
Q1 2024 New
$389M
$365 Million 0.31% of portfolio
185,322
Q1 2024 New
$36.4B
$321 Million 0.27% of portfolio
4,002
Q1 2024 New
$139B
$291 Million 0.25% of portfolio
4,548
Q1 2024 New
$0
$246 Million 0.21% of portfolio
6,310
Q4 2023 New
$67.9B
$220 Million 0.19% of portfolio
1,349
Q1 2024 New

Summary

  • Portfolio
  • No. of Stocks 30
  • Current Value $117 Billion
  • Prior Value $96.3 Billion
  • Filing
  • Period Q1 2024
  • Filing Date May 15, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 10 stocks
  • Additional Purchases 7 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1 stocks
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