Wrenne Financial Planning LLC Portfolio Holdings

Wrenne Financial Planning LLC

  • $135 Billion
  • Q1 2024

Wrenne Financial Planning LLC has filed its 13F form on May 13, 2024 for Q1 2024 where it was disclosed a total value porftolio of $135 Billion distributed in 29 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $30.2B, Vanguard Ftse All World Ex Us with a value of $19B, Spdr S&P 600 Small Cap Value E with a value of $11.8B, Vanguard Specialized Funds Van with a value of $9.4B, and Vanguard Bd Index Fd Inc Total with a value of $9.07B.

Examining the 13F form we can see an increase of $135B in the current position value.

Wrenne Financial Planning LLC is based out at Lexington, KY

Below you can find more details about Wrenne Financial Planning LLC portfolio as well as his latest detailed transactions.

Portfolio value $135 Billion
ETFs: $131 Billion
Technology: $3.27 Billion
Financial Services: $288 Million
Consumer Cyclical: $256 Million
Communication Services: $227 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$30.2 Billion 22.33% of portfolio
116,224
Q1 2024 New
$0
$19 Billion 14.03% of portfolio
323,482
Q1 2024 New
$0
$11.8 Billion 8.74% of portfolio
142,518
Q1 2024 New
$0
$9.4 Billion 6.95% of portfolio
108,642
Q1 2024 New
$0
$9.07 Billion 6.71% of portfolio
124,877
Q1 2024 New
$0
$7.17 Billion 5.3% of portfolio
118,917
Q1 2024 New
$0
$5.65 Billion 4.18% of portfolio
157,768
Q1 2024 New
$0
$5.63 Billion 4.16% of portfolio
134,673
Q1 2024 New
$0
$5.1 Billion 3.77% of portfolio
83,609
Q1 2024 New
$0
$4.99 Billion 3.69% of portfolio
46,388
Q1 2024 New
$0
$4.88 Billion 3.6% of portfolio
25,407
Q1 2024 New
$0
$3.56 Billion 2.63% of portfolio
98,312
Q1 2024 New
$0
$2.47 Billion 1.83% of portfolio
49,351
Q1 2024 New
$0
$2.42 Billion 1.79% of portfolio
47,813
Q1 2024 New
$0
$2.27 Billion 1.68% of portfolio
31,044
Q1 2024 New
$0
$2.2 Billion 1.62% of portfolio
8,421
Q1 2024 New
$0
$1.63 Billion 1.2% of portfolio
25,366
Q1 2024 New
$3.09T
$1.08 Billion 0.8% of portfolio
2,566
Q1 2024 New
$0
$881 Million 0.65% of portfolio
22,586
Q1 2024 New
$0
$804 Million 0.59% of portfolio
16,018
Q1 2024 New
$0
$641 Million 0.47% of portfolio
31,579
Q1 2024 New
$0
$497 Million 0.37% of portfolio
19,661
Q1 2024 New
$0
$365 Million 0.27% of portfolio
4,184
Q1 2024 New
$0
$293 Million 0.22% of portfolio
609
Q1 2024 New
$0
$287 Million 0.21% of portfolio
5,333
Q1 2024 New
$53.3B
$288 Million 0.21% of portfolio
1,153
Q1 2024 New
$1.8T
$256 Million 0.19% of portfolio
1,420
Q1 2024 New
$1.06T
$227 Million 0.17% of portfolio
1,494
Q1 2024 New

Summary

  • Portfolio
  • No. of Stocks 29
  • Current Value $135 Billion
  • Filing
  • Period Q1 2024
  • Filing Date May 13, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 29 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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