Wiley Bros. Aintree Capital, LLC has filed its 13F form on July 23, 2024 for Q2 2024 where it was disclosed a total value porftolio of $2.26 Billion distributed in 914 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $99M, Microsoft Corp with a value of $86.7M, Ishares Core S&P 500 ETF with a value of $73.2M, Ishares Core S&P Mid Cap ETF with a value of $59.1M, and Nvidia Corp with a value of $52.4M.

Examining the 13F form we can see an increase of $1.54B in the current position value, from $718M to 2.26B.

Below you can find more details about Wiley Bros. Aintree Capital, LLC portfolio as well as his latest detailed transactions.

Portfolio value $2.26 Billion
ETFs: $979 Million
Technology: $372 Million
Financial Services: $178 Million
Healthcare: $146 Million
Industrials: $140 Million
Consumer Cyclical: $122 Million
Consumer Defensive: $97.7 Million
Communication Services: $73.5 Million
Other: $141 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 914
  • Current Value $2.26 Billion
  • Prior Value $718 Million
  • Filing
  • Period Q2 2024
  • Filing Date July 23, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 435 stocks
  • Additional Purchases 440 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 23 stocks
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