Wealthgarden F.S. LLC Portfolio Holdings

Wealthgarden F.S. LLC

  • $94.9 Billion
  • Q2 2024

Wealthgarden F.S. LLC has filed its 13F form on August 07, 2024 for Q2 2024 where it was disclosed a total value porftolio of $94.9 Billion distributed in 113 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $5.67B, Ishares Msci Usa Quality Facto with a value of $4.53B, Ishares S&P 500 Growth ETF with a value of $3.81B, Nvidia Corp with a value of $2.88B, and Blackrock ETF Tr U S Equity Fa with a value of $2.6B.

Examining the 13F form we can see an increase of $94.9B in the current position value.

Wealthgarden F.S. LLC is based out at El Segundo, CA

Below you can find more details about Wealthgarden F.S. LLC portfolio as well as his latest detailed transactions.

Portfolio value $94.9 Billion
ETFs: $70.1 Billion
Technology: $6.01 Billion
Financial Services: $2.83 Billion
Communication Services: $2.67 Billion
Healthcare: $1.85 Billion
Consumer Cyclical: $1.36 Billion
Utilities: $237 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$5.67 Billion 5.97% of portfolio
10,362
Q2 2024 New
$0
$4.53 Billion 4.77% of portfolio
26,517
Q2 2024 New
$0
$3.81 Billion 4.01% of portfolio
41,176
Q2 2024 New
$297B
$2.88 Billion 3.03% of portfolio
23,319
Q2 2024 New
$0
$2.6 Billion 2.74% of portfolio
55,488
Q2 2024 New
$0
$2.27 Billion 2.39% of portfolio
22,492
Q2 2024 New
First Tr Exchng Traded Fd Vi
-
$2.09 Billion 2.2% of portfolio
-
Q2 2024 New
$0
$2.01 Billion 2.12% of portfolio
19,643
Q2 2024 New
$0
$2 Billion 2.11% of portfolio
27,540
Q2 2024 New
$0
$1.96 Billion 2.06% of portfolio
25,183
Q2 2024 New
$0
$1.83 Billion 1.93% of portfolio
28,659
Q2 2024 New
$0
$1.82 Billion 1.92% of portfolio
9,248
Q2 2024 New
$3.58T
$1.81 Billion 1.9% of portfolio
8,578
Q2 2024 New
$0
$1.79 Billion 1.89% of portfolio
7,917
Q2 2024 New
$0
$1.62 Billion 1.7% of portfolio
10,740
Q2 2024 New
$0
$1.52 Billion 1.6% of portfolio
30,114
Q2 2024 New
$3.21T
$1.32 Billion 1.39% of portfolio
2,955
Q2 2024 New
$0
$1.28 Billion 1.35% of portfolio
13,959
Q2 2024 New
$1.18T
$1.25 Billion 1.32% of portfolio
2,487
Q2 2024 New
$582B
$1.23 Billion 1.3% of portfolio
3,034
Q2 2024 New
$0
$1.19 Billion 1.26% of portfolio
4,513
Q2 2024 New
$82.4B
$1.17 Billion 1.23% of portfolio
5,432
Q2 2024 New
$0
$1.08 Billion 1.14% of portfolio
18,266
Q2 2024 New
$0
$1.06 Billion 1.12% of portfolio
28,879
Q2 2024 New
$0
$1.05 Billion 1.11% of portfolio
7,213
Q2 2024 New
$878B
$1.03 Billion 1.09% of portfolio
1,141
Q2 2024 New
$0
$1.02 Billion 1.08% of portfolio
22,580
Q2 2024 New
$0
$943 Million 0.99% of portfolio
18,813
Q2 2024 New
$0
$921 Million 0.97% of portfolio
42,130
Q2 2024 New
$0
$918 Million 0.97% of portfolio
7,696
Q2 2024 New
$1.9T
$879 Million 0.93% of portfolio
4,548
Q2 2024 New
$0
$829 Million 0.87% of portfolio
9,035
Q2 2024 New
$0
$812 Million 0.86% of portfolio
18,183
Q2 2024 New
$0
$800 Million 0.84% of portfolio
17,362
Q2 2024 New
$0
$770 Million 0.81% of portfolio
25,267
Q2 2024 New
$0
$746 Million 0.79% of portfolio
1,557
Q2 2024 New
$0
$753 Million 0.79% of portfolio
14,195
Q2 2024 New
$0
$745 Million 0.79% of portfolio
13,302
Q2 2024 New
Blackrock ETF Trust Ii
-
$740 Million 0.78% of portfolio
-
Q2 2024 New
$0
$737 Million 0.78% of portfolio
4,042
Q2 2024 New
$0
$740 Million 0.78% of portfolio
26,981
Q2 2024 New
$0
$719 Million 0.76% of portfolio
13,424
Q2 2024 New
$0
$721 Million 0.76% of portfolio
6,730
Q2 2024 New
First Tr Exchng Traded Fd Vi
-
$708 Million 0.75% of portfolio
-
Q2 2024 New
$0
$711 Million 0.75% of portfolio
1,950
Q2 2024 New
$0
$695 Million 0.73% of portfolio
3,525
Q2 2024 New
$0
$686 Million 0.72% of portfolio
5,628
Q2 2024 New
$0
$685 Million 0.72% of portfolio
27,288
Q2 2024 New
$0
$671 Million 0.71% of portfolio
26,854
Q2 2024 New

Summary

  • Portfolio
  • No. of Stocks 113
  • Current Value $94.9 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 07, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 113 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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