Two West Capital Advisors LLC Portfolio Holdings

Two West Capital Advisors LLC

  • $123 Billion
  • Q3 2024

Two West Capital Advisors LLC has filed its 13F form on October 15, 2024 for Q3 2024 where it was disclosed a total value porftolio of $123 Billion distributed in 69 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr with a value of $31.4B, Vanguard Scottsdale Fds Vangua with a value of $16.4B, Dimensional ETF Tr with a value of $10.2B, Dimensional ETF Tr U S Core Eq with a value of $9.83B, and Schwab Strategic Us Tips ETF with a value of $6.88B.

Examining the 13F form we can see an increase of $18.6B in the current position value, from $105B to 123B.

Two West Capital Advisors LLC is based out at Overland Park, KS

Below you can find more details about Two West Capital Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $123 Billion
ETFs: $114 Billion
Financial Services: $2.01 Billion
Technology: $1.23 Billion
Consumer Defensive: $391 Million
Consumer Cyclical: $382 Million
Industrials: $285 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$57.5M
$9.07 Million 0.01% of portfolio
36,339
Q2 2024 New

Summary

  • Portfolio
  • No. of Stocks 69
  • Current Value $123 Billion
  • Prior Value $105 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 15, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 8 stocks
  • Additional Purchases 32 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 25 stocks
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