Wealthgarden F.S. LLC Portfolio Holdings

Wealthgarden F.S. LLC

  • $1.64 Trillion
  • Q3 2024

Wealthgarden F.S. LLC has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.64 Trillion distributed in 624 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $113B, Apple Inc. with a value of $71.4B, Ishares Core S&P 500 ETF with a value of $45.5B, Invesco Qqq Trust, Series 1 with a value of $37.6B, and Vanguard Growth ETF with a value of $36.4B.

Examining the 13F form we can see an increase of $1.54T in the current position value, from $94.9B to 1.64T.

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 $1.64 Trillion
ETFs: $866 Billion
Technology: $292 Billion
Consumer Cyclical: $78.1 Billion
Industrials: $75.8 Billion
Healthcare: $72.2 Billion
Financial Services: $67.2 Billion
Communication Services: $56.1 Billion
Consumer Defensive: $37.2 Billion
Other: $55.5 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$939 Million 0.06% of portfolio
12,353
Q3 2024 New
$0
$930 Million 0.06% of portfolio
7,468
Q3 2024 Reduced 77.75%
$0
$959 Million 0.06% of portfolio
18,905
Q3 2024 Added 80.55%
$0
$1.03 Billion 0.06% of portfolio
11,474
Q3 2024 New
$0
$1.04 Billion 0.06% of portfolio
7,145
Q3 2024 New
$0
$1.02 Billion 0.06% of portfolio
12,588
Q3 2024 New
$0
$935 Million 0.06% of portfolio
11,639
Q3 2024 New
$0
$1.02 Billion 0.06% of portfolio
13,916
Q3 2024 New
$0
$961 Million 0.06% of portfolio
15,601
Q3 2024 New
$0
$1.03 Billion 0.06% of portfolio
10,460
Q3 2024 Added 64.55%
$0
$969 Million 0.06% of portfolio
28,736
Q3 2024 New
$0
$1.05 Billion 0.06% of portfolio
13,993
Q3 2024 New
$0
$1.05 Billion 0.06% of portfolio
20,256
Q3 2024 New
$0
$1.02 Billion 0.06% of portfolio
15,188
Q3 2024 New
$0
$909 Million 0.06% of portfolio
9,517
Q3 2024 New
$0
$802 Million 0.05% of portfolio
5,752
Q3 2024 New
$0
$849 Million 0.05% of portfolio
20,568
Q3 2024 New
$0
$747 Million 0.05% of portfolio
12,615
Q3 2024 Added 5.45%
$0
$870 Million 0.05% of portfolio
20,745
Q3 2024 New
$0
$780 Million 0.05% of portfolio
30,011
Q3 2024 New
$0
$862 Million 0.05% of portfolio
16,746
Q3 2024 New
$0
$793 Million 0.05% of portfolio
42,756
Q3 2024 New
$0
$764 Million 0.05% of portfolio
6,386
Q3 2024 New
$0
$800 Million 0.05% of portfolio
13,122
Q3 2024 New
$0
$771 Million 0.05% of portfolio
27,416
Q3 2024 New
$0
$880 Million 0.05% of portfolio
37,607
Q3 2024 New
$0
$824 Million 0.05% of portfolio
8,662
Q3 2024 New
$0
$743 Million 0.05% of portfolio
26,410
Q3 2024 New
$0
$894 Million 0.05% of portfolio
12,655
Q3 2024 New
$0
$586 Million 0.04% of portfolio
12,820
Q3 2024 New
$0
$598 Million 0.04% of portfolio
12,845
Q3 2024 New
$0
$599 Million 0.04% of portfolio
8,425
Q3 2024 New
$0
$576 Million 0.04% of portfolio
2,155
Q3 2024 New
$0
$693 Million 0.04% of portfolio
8,342
Q3 2024 New
$0
$637 Million 0.04% of portfolio
3,797
Q3 2024 New
$0
$689 Million 0.04% of portfolio
13,533
Q3 2024 New
$0
$720 Million 0.04% of portfolio
13,432
Q3 2024 New
$0
$617 Million 0.04% of portfolio
7,033
Q3 2024 New
$0
$679 Million 0.04% of portfolio
13,764
Q3 2024 New
$0
$607 Million 0.04% of portfolio
20,638
Q3 2024 New
$0
$703 Million 0.04% of portfolio
15,455
Q3 2024 New
$43.3B
$610 Million 0.04% of portfolio
12,271
Q3 2024 Reduced 7.47%
$0
$663 Million 0.04% of portfolio
6,920
Q3 2024 Added 89.99%
$0
$607 Million 0.04% of portfolio
26,074
Q3 2024 New
$0
$701 Million 0.04% of portfolio
14,676
Q3 2024 New
$0
$671 Million 0.04% of portfolio
6,835
Q3 2024 New
$0
$690 Million 0.04% of portfolio
6,848
Q3 2024 New
$0
$673 Million 0.04% of portfolio
8,691
Q3 2024 New
$0
$611 Million 0.04% of portfolio
10,672
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 624
  • Current Value $1.64 Trillion
  • Prior Value $94.9 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 12, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 549 stocks
  • Additional Purchases 57 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 18 stocks
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