Wealthgarden F.S. LLC Portfolio Holdings

Wealthgarden F.S. LLC

  • $94.9 Billion
  • Q2 2024

Wealthgarden F.S. LLC has filed its 13F form on August 07, 2024 for Q2 2024 where it was disclosed a total value porftolio of $94.9 Billion distributed in 113 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $5.67B, Ishares Msci Usa Quality Facto with a value of $4.53B, Ishares S&P 500 Growth ETF with a value of $3.81B, Nvidia Corp with a value of $2.88B, and Blackrock ETF Tr U S Equity Fa with a value of $2.6B.

Examining the 13F form we can see an increase of $94.9B in the current position value.

Wealthgarden F.S. LLC is based out at El Segundo, CA

Below you can find more details about Wealthgarden F.S. LLC portfolio as well as his latest detailed transactions.

Portfolio value $94.9 Billion
ETFs: $70.1 Billion
Technology: $6.01 Billion
Financial Services: $2.83 Billion
Communication Services: $2.67 Billion
Healthcare: $1.85 Billion
Consumer Cyclical: $1.36 Billion
Utilities: $237 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$347B
$2.88 Billion 3.03% of portfolio
23,319
Q2 2024 New
$3.7T
$1.81 Billion 1.9% of portfolio
8,578
Q2 2024 New
$3.22T
$1.32 Billion 1.39% of portfolio
2,955
Q2 2024 New
$1.27T
$1.25 Billion 1.32% of portfolio
2,487
Q2 2024 New
$587B
$1.23 Billion 1.3% of portfolio
3,034
Q2 2024 New
$805B
$1.03 Billion 1.09% of portfolio
1,141
Q2 2024 New
$1.96T
$879 Million 0.93% of portfolio
4,548
Q2 2024 New
$1.07T
$633 Million 0.67% of portfolio
3,449
Q2 2024 New
$659B
$631 Million 0.67% of portfolio
3,122
Q2 2024 New
$410B
$612 Million 0.64% of portfolio
1
Q2 2024 New
$256B
$531 Million 0.56% of portfolio
3,723
Q2 2024 New
$335B
$465 Million 0.49% of portfolio
689
Q2 2024 New
$356B
$283 Million 0.3% of portfolio
1,648
Q2 2024 New
$813B
$262 Million 0.28% of portfolio
1,324
Q2 2024 New
$402B
$224 Million 0.24% of portfolio
649
Q2 2024 New

Summary

  • Portfolio
  • No. of Stocks 113
  • Current Value $94.9 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 07, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 113 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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