Weil Company, Inc. has filed its 13F form on November 04, 2024 for Q3 2024 where it was disclosed a total value porftolio of $284 Million distributed in 144 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $23.1M, Public Storage with a value of $22.7M, Ishares Core S&P U.S. Value Et with a value of $16.7M, Bny Mellon ETF Tr Concentrated with a value of $15.1M, and Spdr S&P 500 ETF Trust with a value of $10.5M.
Examining the 13F form we can see an increase of $32.4M in the current position value, from $252M to 284M.
Below you can find more details about Weil Company, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$284 Million
ETFs: $104 Million
Financial Services: $41.7 Million
Technology: $40.9 Million
Real Estate: $23.3 Million
Communication Services: $17.7 Million
Industrials: $12 Million
Healthcare: $11.8 Million
Consumer Cyclical: $9.43 Million
Other: $8.89 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
