Sharper & Granite LLC Portfolio Holdings

Sharper & Granite LLC

  • $227 Billion
  • Q4 2024

Sharper & Granite LLC has filed its 13F form on January 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $227 Billion distributed in 102 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Wisdomtree Floating Rate Treas with a value of $12.1B, Consumer Staples Sector Spdr with a value of $10.6B, Industrial Sector Spdr with a value of $9.2B, Vanguard Total Stock Market Et with a value of $8.73B, and Vanguard Health Care ETF with a value of $7.45B.

Examining the 13F form we can see an increase of $2.99B in the current position value, from $224B to 227B.

Sharper & Granite LLC is based out at El Segundo, CA

Below you can find more details about Sharper & Granite LLC portfolio as well as his latest detailed transactions.

Portfolio value $227 Billion
ETFs: $215 Billion
Technology: $4.91 Billion
Communication Services: $1.94 Billion
Consumer Defensive: $1.14 Billion
Consumer Cyclical: $854 Million
Financial Services: $705 Million
Healthcare: $548 Million
Energy: $352 Million
Other: $289 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.23T
$229 Million 0.1% of portfolio
1,200
Q3 2024 Reduced 14.29%
Community West Bancshares Ne
-
$201 Million 0.09% of portfolio
-
Q2 2024 New

Summary

  • Portfolio
  • No. of Stocks 102
  • Current Value $227 Billion
  • Prior Value $224 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 3 stocks
  • Additional Purchases 53 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 35 stocks
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