Cynosure Management, LLC has filed its 13F form on November 13, 2024 for Q3 2024 where it was disclosed a total value porftolio of $680 Million distributed in 370 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr with a value of $62M, Spdr S&P 500 ETF Trust with a value of $54.7M, Ishares Russell 1000 Gr ETF with a value of $49.8M, Ishares Core S&P 500 ETF with a value of $27.6M, and Ishares Core S&P Total U.S. St with a value of $23.7M.

Examining the 13F form we can see an increase of $65.3M in the current position value, from $615M to 680M.

Cynosure Management, LLC is based out at Salt Lake City, UT

Below you can find more details about Cynosure Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $680 Million
ETFs: $434 Million
Technology: $58.6 Million
Industrials: $57.8 Million
Financial Services: $30.7 Million
Healthcare: $24.8 Million
Consumer Cyclical: $19.9 Million
Communication Services: $18.2 Million
Energy: $11.9 Million
Other: $23.6 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 370
  • Current Value $680 Million
  • Prior Value $615 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 13, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 81 stocks
  • Additional Purchases 116 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 159 stocks
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