Weil Company, Inc. Portfolio Holdings
Weil Company, Inc.
- $252 Million
- Q2 2024
Weil Company, Inc. has filed its 13F form on August 05, 2024 for Q2 2024 where it was disclosed a total value porftolio of $252 Million distributed in 145 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $21M, Public Storage with a value of $18M, Bny Mellon ETF Tr Concentrated with a value of $13.8M, Ishares Core S&P U.S. Value Et with a value of $11.7M, and Spdr S&P 500 ETF Trust with a value of $10.2M.
Examining the 13F form we can see an increase of $13M in the current position value, from $239M to 252M.
Below you can find more details about Weil Company, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$252 Million
ETFs: $82.5 Million
Technology: $38.1 Million
Financial Services: $38.1 Million
Communication Services: $19.2 Million
Real Estate: $18.7 Million
Industrials: $12.5 Million
Healthcare: $10.6 Million
Consumer Cyclical: $7.34 Million
Other: $11.4 Million