Widmann Financial Services, Inc. Portfolio Holdings
Widmann Financial Services, Inc.
- $132 Million
- Q3 2024
Widmann Financial Services, Inc. has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $132 Million distributed in 101 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr with a value of $8.23M, Microsoft Corp with a value of $6.89M, Apple Inc. with a value of $6.65M, American Centy ETF Tr Avantis with a value of $5.74M, and Ishares Russell 1000 Val ETF with a value of $5.42M.
Examining the 13F form we can see an increase of $8.92M in the current position value, from $123M to 132M.
Below you can find more details about Widmann Financial Services, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$132 Million
ETFs: $45.7 Million
Technology: $21.2 Million
Consumer Cyclical: $11.9 Million
Healthcare: $9.8 Million
Industrials: $9.76 Million
Consumer Defensive: $9.63 Million
Communication Services: $5.09 Million
Energy: $5.08 Million
Other: $13.4 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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