Wallace Hart LLC Portfolio Holdings

Wallace Hart LLC

  • $129 Billion
  • Q2 2024

Wallace Hart LLC has filed its 13F form on August 13, 2024 for Q2 2024 where it was disclosed a total value porftolio of $129 Billion distributed in 29 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco Qqq Trust, Series 1 with a value of $58.4B, Spdr S&P 500 ETF Trust with a value of $56.6B, Texas Pacific Land Corp with a value of $2.59B, Amazon Com Inc with a value of $1.56B, and Costco Wholesale Corp with a value of $1.4B.

Examining the 13F form we can see an increase of $8.87B in the current position value, from $120B to 129B.

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 $129 Billion
ETFs: $116 Billion
Energy: $3.04 Billion
Technology: $2.68 Billion
Consumer Cyclical: $2.26 Billion
Communication Services: $1.45 Billion
Consumer Defensive: $1.4 Billion
Healthcare: $1.17 Billion
Financial Services: $592 Million
Other: $429 Million

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 29
  • Current Value $129 Billion
  • Prior Value $120 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 13, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 9 stocks
  • Additional Purchases 4 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 6 stocks
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