Olympus Wealth Management, LLC Portfolio Holdings

Olympus Wealth Management, LLC

  • $291 Billion
  • Q3 2024

Olympus Wealth Management, LLC has filed its 13F form on October 29, 2024 for Q3 2024 where it was disclosed a total value porftolio of $291 Billion distributed in 16 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $69.1B, Ishares Tr with a value of $62.1B, Vanguard Index Fds S&P 500 ETF with a value of $43.6B, Schwab Strategic Tr Us Dividen with a value of $31.5B, and Ishares Inc with a value of $24.4B.

Examining the 13F form we can see an decrease of $28.9B in the current position value, from $320B to 291B.

Olympus Wealth Management, LLC is based out at Cottonwood Heights, UT

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

Portfolio value $291 Billion
ETFs: $290 Billion
Financial Services: $850 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$850 Million 0.29% of portfolio
61,751
Q2 2024 Added 92.38%

Summary

  • Portfolio
  • No. of Stocks 16
  • Current Value $291 Billion
  • Prior Value $320 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 29, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 2 stocks
  • Additional Purchases 1 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 11 stocks
Track This Portfolio

Track Olympus Wealth Management, LLC Portfolio

Follow Olympus Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Olympus Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Olympus Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email