White Wing Wealth Management Portfolio Holdings

White Wing Wealth Management

  • $133 Million
  • Q4 2024

White Wing Wealth Management has filed its 13F form on February 03, 2025 for Q4 2024 where it was disclosed a total value porftolio of $133 Million distributed in 26 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $43.1M, Jp Morgan ETF Tr Ultra Short I with a value of $16.4M, Vanguard Small Cap ETF with a value of $11.8M, Invesco Qqq Trust, Series 1 with a value of $11.6M, and Vanguard Ftse Developed Market with a value of $11M.

Examining the 13F form we can see an increase of $4.84M in the current position value, from $128M to 133M.

White Wing Wealth Management is based out at The Wodlands, TX

Below you can find more details about White Wing Wealth Management portfolio as well as his latest detailed transactions.

Portfolio value $133 Million
ETFs: $124 Million
Technology: $4.25 Million
Consumer Cyclical: $3.1 Million
Energy: $1.29 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$54.3B
$284,000 0.21% of portfolio
1,323
Q4 2024 New
$98.9B
$251,000 0.19% of portfolio
8,516
Q4 2024 Reduced 36.36%
$91.1B
$214,000 0.16% of portfolio
926
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 26
  • Current Value $133 Million
  • Prior Value $128 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 03, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 2 stocks
  • Additional Purchases 17 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 7 stocks
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