Wealthpoint, LLC Portfolio Holdings
Wealthpoint, LLC
- $247 Million
- Q3 2023
Wealthpoint, LLC has filed its 13F form on October 12, 2023 for Q3 2023 where it was disclosed a total value porftolio of $247 Million distributed in 85 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Value ETF with a value of $45.1M, Vanguard Growth ETF with a value of $40.4M, Apple Inc. with a value of $17.4M, Ishares Tr Russell 2500 ETF with a value of $13.6M, and Technology Sector Spdr with a value of $10.4M.
Examining the 13F form we can see an decrease of $24.8M in the current position value, from $272M to 247M.
Below you can find more details about Wealthpoint, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$247 Million
ETFs: $211 Million
Technology: $25.6 Million
Consumer Cyclical: $2.4 Million
Communication Services: $1.98 Million
Healthcare: $1.78 Million
Financial Services: $1.76 Million
Industrials: $1.67 Million
Consumer Defensive: $1.07 Million
Other: $0
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|