Wick Capital Partners, LLC Portfolio Holdings

Wick Capital Partners, LLC has filed its 13F form on February 18, 2025 for Q4 2024 where it was disclosed a total value porftolio of $316 Million distributed in 93 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P Total U.S. St with a value of $114M, Vanguard Total Stock Market Et with a value of $33.8M, Ishares Core S&P 500 ETF with a value of $19.5M, Ishares Tr with a value of $15.3M, and J P Morgan Exchange Traded Fd with a value of $13.5M.

Examining the 13F form we can see an decrease of $312M in the current position value, from $628M to 316M.

Wick Capital Partners, LLC is based out at Wayne, PA

Below you can find more details about Wick Capital Partners, LLC portfolio as well as his latest detailed transactions.