Vital Stone Financial, LLC has filed its 13F form on October 11, 2024 for Q3 2024 where it was disclosed a total value porftolio of $141 Million distributed in 496 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Trishares 0 3 Mnth Tre with a value of $14.8M, Invesco Qqq Trust, Series 1 with a value of $13.6M, Vanguard Growth ETF with a value of $6.51M, Vaneck ETF Tr with a value of $5.1M, and Ishares Core S&P 500 ETF with a value of $4.53M.
Examining the 13F form we can see an increase of $7.21M in the current position value, from $134M to 141M.
Also it can be appreciated an additional of 73 stocks purchases and 1 closed positions.
Vital Stone Financial, LLC is based out at Shavano Park, TX
Below you can find more details about Vital Stone Financial, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$141 Million
ETFs: $108 Million
Technology: $13.8 Million
Financial Services: $5.81 Million
Consumer Cyclical: $2.89 Million
Communication Services: $2.75 Million
Healthcare: $2.25 Million
Industrials: $1.47 Million
Energy: $1.4 Million
Other: $2.09 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
