Zega Investments, LLC Portfolio Holdings
Zega Investments, LLC
- $398 Billion
- Q4 2024
Zega Investments, LLC has filed its 13F form on February 11, 2025 for Q4 2024 where it was disclosed a total value porftolio of $398 Billion distributed in 136 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $51B, Spdr S&P 500 ETF Trust with a value of $32.2B, Ssga Active Trust with a value of $24.5B, Spdr Bloomberg Short Term High with a value of $21.5B, and Amazon Com Inc with a value of $16.6B.
Examining the 13F form we can see an increase of $398B in the current position value.
Zega Investments, LLC is based out at Palm Beach Gardens, FL
Below you can find more details about Zega Investments, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$398 Billion
ETFs: $198 Billion
Technology: $87.5 Billion
Consumer Cyclical: $23.1 Billion
Energy: $16.7 Billion
Healthcare: $15.6 Billion
Financial Services: $12.8 Billion
Communication Services: $10.7 Billion
Consumer Defensive: $8.85 Billion
Other: $6.07 Billion
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
Summary
- Portfolio
- No. of Stocks 136
- Current Value $398 Billion
- Filing
- Period Q4 2024
- Filing Date February 11, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 128 stocks
- Additional Purchases 0 stocks
- Sold out of 0 stocks
- Reduced holdings in 0 stocks