Wallace Hart LLC Portfolio Holdings

Wallace Hart LLC

  • $133 Billion
  • Q3 2024

Wallace Hart LLC has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $133 Billion distributed in 26 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $59.9B, Invesco Qqq Trust, Series 1 with a value of $59.8B, Texas Pacific Land Corp with a value of $3.12B, Amazon Com Inc with a value of $1.5B, and Costco Wholesale Corp with a value of $1.33B.

Examining the 13F form we can see an increase of $4.63B in the current position value, from $129B to 133B.

Wallace Hart LLC is based out at Lexington, KY

Below you can find more details about Wallace Hart LLC portfolio as well as his latest detailed transactions.

Portfolio value $133 Billion
ETFs: $120 Billion
Energy: $3.57 Billion
Technology: $2 Billion
Communication Services: $1.94 Billion
Consumer Cyclical: $1.76 Billion
Consumer Defensive: $1.33 Billion
Healthcare: $1.29 Billion
Financial Services: $669 Million
Other: $434 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 26
  • Current Value $133 Billion
  • Prior Value $129 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 12, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 4 stocks
  • Additional Purchases 6 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 3 stocks
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