Walden Wealth Partners LLC Portfolio Holdings

Walden Wealth Partners LLC

  • $179 Billion
  • Q2 2024

Walden Wealth Partners LLC has filed its 13F form on July 10, 2024 for Q2 2024 where it was disclosed a total value porftolio of $179 Billion distributed in 87 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 $27.1B, Microsoft Corp with a value of $20.7B, Ishares Core U.S. Aggregate Bo with a value of $11.3B, Dimensional ETF Tr U S Equity with a value of $9.96B, and Dimensional ETF Tr with a value of $9.35B.

Examining the 13F form we can see an increase of $6.86B in the current position value, from $172B to 179B.

Walden Wealth Partners LLC is based out at Beachwood, OH

Below you can find more details about Walden Wealth Partners LLC portfolio as well as his latest detailed transactions.

Portfolio value $179 Billion
ETFs: $113 Billion
Technology: $34.6 Billion
Consumer Defensive: $4.83 Billion
Financial Services: $4.38 Billion
Communication Services: $4.21 Billion
Industrials: $3.81 Billion
Healthcare: $3.4 Billion
Consumer Cyclical: $1.6 Billion
Other: $2.15 Billion

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 87
  • Current Value $179 Billion
  • Prior Value $172 Billion
  • Filing
  • Period Q2 2024
  • Filing Date July 10, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 1 stocks
  • Additional Purchases 24 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 8 stocks
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