Authentikos Wealth Advisory, LLC Portfolio Holdings
Authentikos Wealth Advisory, LLC
- $104 Billion
- Q3 2024
Authentikos Wealth Advisory, LLC has filed its 13F form on October 24, 2024 for Q3 2024 where it was disclosed a total value porftolio of $104 Billion distributed in 151 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Innovator Etfs Tr Uncapped Acc with a value of $6.91B, Spdr Portfolio S&P 500 ETF (Ma with a value of $6.19B, Collaborative Invt Ser Tr Mind with a value of $5.67B, Ssga Active Tr Spdr Ssga Us Se with a value of $5.64B, and Collaborative Invt Ser Tr Adap with a value of $5.37B.
Examining the 13F form we can see an increase of $489M in the current position value, from $103B to 104B.
Authentikos Wealth Advisory, LLC is based out at Morgan Hill, CA
Below you can find more details about Authentikos Wealth Advisory, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 151
- Current Value $104 Billion
- Prior Value $103 Billion
- Filing
- Period Q3 2024
- Filing Date October 24, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 120 stocks
- Additional Purchases 4 stocks
- Sold out of 0 stocks
- Reduced holdings in 25 stocks