Wall Capital Group, Inc. Portfolio Holdings

Wall Capital Group, Inc.

  • $88.2 Million
  • Q4 2023

Wall Capital Group, Inc. has filed its 13F form on February 07, 2024 for Q4 2023 where it was disclosed a total value porftolio of $88.2 Million distributed in 23 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 1500 Compos with a value of $10.2M, Spdr Portfolio S&P 600 Small C with a value of $9.97M, Technology Sector Spdr with a value of $9.45M, Financial Sector Spdr with a value of $6.89M, and Select Sector Spdr Consumer Di with a value of $5.93M.

Examining the 13F form we can see an increase of $18.3M in the current position value, from $69.9M to 88.2M.

Below you can find more details about Wall Capital Group, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $88.2 Million
ETFs: $88.2 Million
Financial Services: $69,000

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 23
  • Current Value $88.2 Million
  • Prior Value $69.9 Million
  • Filing
  • Period Q4 2023
  • Filing Date February 07, 2024
  • Form Type 13F-HR
  • Activity in Q4 2023
  • New Purchases 4 stocks
  • Additional Purchases 8 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 11 stocks
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