Hart & Patterson Financial Group LLC Portfolio Holdings

Hart & Patterson Financial Group LLC

  • $211 Billion
  • Q3 2024

Hart & Patterson Financial Group LLC has filed its 13F form on October 10, 2024 for Q3 2024 where it was disclosed a total value porftolio of $211 Billion distributed in 72 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Ftse Developed Market with a value of $21.7B, Schwab Strategic Tr Us Large C with a value of $15B, Vanguard Total International B with a value of $9.43B, Vanguard Ftse Emerging Mkts Et with a value of $9.03B, and Sei Exchange Traded Fds Enhncd with a value of $8.56B.

Examining the 13F form we can see an increase of $9.28B in the current position value, from $202B to 211B.

Hart & Patterson Financial Group LLC is based out at Amherst, MA

Below you can find more details about Hart & Patterson Financial Group LLC portfolio as well as his latest detailed transactions.

Portfolio value $211 Billion
ETFs: $198 Billion
Technology: $2.98 Billion
Healthcare: $1.22 Billion
Financial Services: $810 Million
Consumer Cyclical: $713 Million
Energy: $640 Million
Industrials: $529 Million
Communication Services: $467 Million
Other: $399 Million

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$100B
$387 Million 0.18% of portfolio
6,119
Q1 2024 Added 3.87%
$22.9B
$272 Million 0.13% of portfolio
636
Q1 2024 Added 0.32%
$178B
$256 Million 0.12% of portfolio
2,116
Q3 2024 Reduced 0.14%

Summary

  • Portfolio
  • No. of Stocks 72
  • Current Value $211 Billion
  • Prior Value $202 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 10, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 5 stocks
  • Additional Purchases 19 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 44 stocks
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