Wahed Invest LLC Portfolio Holdings
Wahed Invest LLC
- $555 Million
- Q3 2024
Wahed Invest LLC has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $555 Million distributed in 219 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $81.8M, Microsoft Corp with a value of $77.3M, Meta Platforms, Inc. with a value of $30.3M, Alphabet Inc. with a value of $23.6M, and Alphabet Inc. with a value of $19.9M.
Examining the 13F form we can see an increase of $64M in the current position value, from $491M to 555M.
Wahed Invest LLC is based out at New York, NY
Below you can find more details about Wahed Invest LLC portfolio as well as his latest detailed transactions.
Portfolio value
$555 Million
Technology: $261 Million
Communication Services: $76.4 Million
Healthcare: $66.9 Million
Consumer Cyclical: $36 Million
Industrials: $35.6 Million
Energy: $33.9 Million
Consumer Defensive: $22.7 Million
Basic Materials: $13.5 Million
Other: $8.68 Million
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 219
- Current Value $555 Million
- Prior Value $491 Million
- Filing
- Period Q3 2024
- Filing Date November 14, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 10 stocks
- Additional Purchases 204 stocks
- Sold out of 0 stocks
- Reduced holdings in 5 stocks