Warwick Investment Management, Inc. Portfolio Holdings
Warwick Investment Management, Inc.
- $416 Million
- Q1 2024
Warwick Investment Management, Inc. has filed its 13F form on May 14, 2024 for Q1 2024 where it was disclosed a total value porftolio of $416 Million distributed in 97 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr 1000 Index with a value of $95.1M, Dimensional ETF Tr U S Core Eq with a value of $81.1M, Vanguard Value ETF with a value of $26.6M, Invesco Qqq Trust, Series 1 with a value of $21.5M, and Vanguard Total Stock Market Et with a value of $19M.
Examining the 13F form we can see an increase of $77.7M in the current position value, from $339M to 416M.
Below you can find more details about Warwick Investment Management, Inc. portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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