Leading Edge Financial Planning LLC Portfolio Holdings

Leading Edge Financial Planning LLC

  • $299 Billion
  • Q3 2024

Leading Edge Financial Planning LLC has filed its 13F form on October 23, 2024 for Q3 2024 where it was disclosed a total value porftolio of $299 Billion distributed in 55 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $44.3B, Dimensional ETF Tr Dimensional with a value of $39.6B, Spdr Portfolio Aggregate Bond with a value of $38.1B, Schwab Strategic Tr Us Broad M with a value of $26.4B, and Dimensional ETF Tr Dimensional with a value of $26.1B.

Examining the 13F form we can see an increase of $49.3B in the current position value, from $249B to 299B.

Leading Edge Financial Planning LLC is based out at Knoxville, TN

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

Portfolio value $299 Billion
ETFs: $277 Billion
Technology: $615 Million
Energy: $452 Million
Consumer Cyclical: $223 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$44.3 Billion 14.84% of portfolio
656,153
Q3 2024 Added 13.09%
$0
$39.6 Billion 13.27% of portfolio
1,407,573
Q3 2024 Added 14.65%
$0
$38.1 Billion 12.76% of portfolio
1,457,068
Q3 2024 Added 12.05%
$0
$26.4 Billion 8.83% of portfolio
396,435
Q3 2024 Added 12.95%
$0
$26.1 Billion 8.76% of portfolio
767,529
Q3 2024 Added 14.69%
$0
$20 Billion 6.7% of portfolio
649,172
Q3 2024 Added 16.79%
$0
$17.4 Billion 5.81% of portfolio
616,388
Q3 2024 Added 14.94%
$0
$15.7 Billion 5.25% of portfolio
238,104
Q3 2024 Added 16.87%
$0
$10.5 Billion 3.51% of portfolio
247,564
Q3 2024 Added 26.01%
$0
$9.23 Billion 3.09% of portfolio
100,564
Q3 2024 Added 0.68%
$0
$8.8 Billion 2.95% of portfolio
329,700
Q3 2024 Reduced 4.11%
$0
$6.55 Billion 2.19% of portfolio
130,337
Q3 2024 Added 14.47%
$0
$2.93 Billion 0.98% of portfolio
122,024
Q3 2024 Added 2.4%
$0
$2.64 Billion 0.89% of portfolio
56,055
Q3 2024 Added 104.05%
$0
$2.39 Billion 0.8% of portfolio
50,233
Q3 2024 Reduced 2.34%
$0
$2.02 Billion 0.68% of portfolio
12,030
Q3 2024 Reduced 8.93%
$0
$1.87 Billion 0.63% of portfolio
23,529
Q3 2024 New
$0
$1.79 Billion 0.6% of portfolio
56,379
Q3 2024 Reduced 7.29%
$0
$1.76 Billion 0.59% of portfolio
37,397
Q3 2024 Reduced 4.35%
$0
$1.41 Billion 0.47% of portfolio
21,831
Q3 2024 Added 4.8%
$0
$1.35 Billion 0.45% of portfolio
14,083
Q3 2024 Added 5.45%
$7.97B
$1.32 Billion 0.44% of portfolio
25,312
Q3 2024 Reduced 7.05%
$0
$1.24 Billion 0.41% of portfolio
2,532
Q3 2024 Reduced 0.39%
$0
$950 Million 0.32% of portfolio
35,156
Q3 2024 Reduced 18.07%
$0
$914 Million 0.31% of portfolio
13,464
Q3 2024 Reduced 7.25%
$0
$881 Million 0.3% of portfolio
22,467
Q3 2024 Reduced 3.55%
$0
$761 Million 0.25% of portfolio
28,941
Q3 2024 Added 4.68%
$0
$717 Million 0.24% of portfolio
3,618
Q3 2024 Reduced 8.08%
$0
$662 Million 0.22% of portfolio
13,039
Q3 2024 Added 7.65%
$3.62T
$615 Million 0.21% of portfolio
2,640
Q3 2024 Added 4.6%
$0
$593 Million 0.2% of portfolio
8,845
Q3 2024 New
$0
$581 Million 0.19% of portfolio
11,861
Q3 2024 Reduced 0.84%
$0
$533 Million 0.18% of portfolio
3,054
Q3 2024 Reduced 2.3%
$0
$494 Million 0.17% of portfolio
6,202
Q3 2024 Reduced 7.58%
$62.4B
$452 Million 0.15% of portfolio
15,532
Q3 2024 Added 0.96%
Dimensional ETF Trust
-
$411 Million 0.14% of portfolio
-
Q3 2024 Reduced 2.34%
$0
$402 Million 0.13% of portfolio
4,753
Q3 2024 Reduced 2.06%
$0
$360 Million 0.12% of portfolio
1,270
Q3 2024 Added 4.61%
$0
$332 Million 0.11% of portfolio
7,370
Q3 2024 Reduced 0.58%
$0
$323 Million 0.11% of portfolio
10,284
Q1 2024 Reduced 21.08%
$0
$272 Million 0.09% of portfolio
2,118
Q3 2024 Reduced 0.66%
$0
$264 Million 0.09% of portfolio
501
Q3 2024 New
$0
$263 Million 0.09% of portfolio
16,796
Q3 2024 Reduced 2.38%
$0
$231 Million 0.08% of portfolio
5,935
Q3 2024 New
$0
$240 Million 0.08% of portfolio
1,340
Q3 2024 Reduced 3.53%
$0
$241 Million 0.08% of portfolio
417
Q3 2024 Added 9.16%
$0
$245 Million 0.08% of portfolio
8,940
Q3 2024 Reduced 6.98%
$0
$234 Million 0.08% of portfolio
6,824
Q3 2024 Reduced 10.6%
$0
$224 Million 0.08% of portfolio
391
Q3 2024 Added 5.39%

Summary

  • Portfolio
  • No. of Stocks 55
  • Current Value $299 Billion
  • Prior Value $249 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 23, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 5 stocks
  • Additional Purchases 25 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 23 stocks
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