Weaver Consulting Group has filed its 13F form on April 28, 2025 for Q1 2025 where it was disclosed a total value porftolio of $293 Million distributed in 222 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Treasury Floating Rate with a value of $23.9M, Listed Fds Tr Trueshares Low V with a value of $22.3M, Ishares Msci Usa Quality Facto with a value of $19.1M, Janus Detroit Str Tr Janus Hen with a value of $11.7M, and Vanguard Total Stock Market Et with a value of $8.04M.
Examining the 13F form we can see an decrease of $121K in the current position value, from $293M to 293M.
Below you can find more details about Weaver Consulting Group portfolio as well as his latest detailed transactions.
Portfolio value
$293 Million
ETFs: $222 Million
Technology: $18.9 Million
Financial Services: $7.23 Million
Healthcare: $6.71 Million
Communication Services: $6.01 Million
Consumer Cyclical: $5.74 Million
Industrials: $5.62 Million
Consumer Defensive: $4.97 Million
Other: $6.51 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions