Wheelhouse Advisory Group LLC has filed its 13F form on April 23, 2024 for Q1 2024 where it was disclosed a total value porftolio of $130 Billion distributed in 38 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $15.4B, Vanguard Health Care ETF with a value of $14B, Vanguard S&P 500 Growth ETF with a value of $13.1B, Vanguard Large Cap ETF with a value of $12B, and Vanguard Dividend Appreciation with a value of $11.6B.
Examining the 13F form we can see an increase of $15.7B in the current position value, from $115B to 130B.
Wheelhouse Advisory Group LLC is based out at St. Louis, MO
Below you can find more details about Wheelhouse Advisory Group LLC portfolio as well as his latest detailed transactions.
