Wrapmanager Inc has filed its 13F form on November 07, 2024 for Q3 2024 where it was disclosed a total value porftolio of $382 Million distributed in 237 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core U.S. Aggregate Bo with a value of $20.1M, Spdr Portfolio Intermediate Te with a value of $18.4M, Spdr Portfolio with a value of $13.4M, Spdr Ser Tr Fds Spdr Portfolio with a value of $12.7M, and Apple Inc. with a value of $12.3M.

Examining the 13F form we can see an increase of $23.4M in the current position value, from $358M to 382M.

Below you can find more details about Wrapmanager Inc portfolio as well as his latest detailed transactions.

Portfolio value $382 Million
ETFs: $199 Million
Technology: $59.6 Million
Healthcare: $24.4 Million
Financial Services: $24.3 Million
Consumer Cyclical: $19.6 Million
Communication Services: $18.1 Million
Industrials: $10.7 Million
Consumer Defensive: $9.33 Million
Other: $11 Million

Stock Holdings Table Market Cap. of Under $50 Millions

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

Summary

  • Portfolio
  • No. of Stocks 237
  • Current Value $382 Million
  • Prior Value $358 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 07, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 16 stocks
  • Additional Purchases 86 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 134 stocks
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