Parkwoods Wealth Partners, LLC Portfolio Holdings

Parkwoods Wealth Partners, LLC

  • $126 Billion
  • Q4 2024

Parkwoods Wealth Partners, LLC has filed its 13F form on January 23, 2025 for Q4 2024 where it was disclosed a total value porftolio of $126 Billion distributed in 33 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Target with a value of $32.6B, Dimensional ETF Tr Us Marketwi with a value of $26.8B, Dimensional ETF Tr U S Equity with a value of $24.2B, Dimensional ETF Tr with a value of $14.8B, and Dimensional ETF Tr U S Small C with a value of $14B.

Examining the 13F form we can see an increase of $4.16B in the current position value, from $122B to 126B.

Parkwoods Wealth Partners, LLC is based out at Syracuse, NY

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

Portfolio value $126 Billion
ETFs: $117 Billion
Financial Services: $2.53 Billion
Technology: $2.13 Billion
Industrials: $1.23 Billion
Healthcare: $667 Million
Consumer Defensive: $528 Million
Consumer Cyclical: $462 Million
Utilities: $241 Million
Other: $206 Million

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$29.9B
$1.07 Billion 0.85% of portfolio
10,528
Q3 2024 New
$25.4B
$315 Million 0.25% of portfolio
6,000
Q3 2024 New
$123B
$272 Million 0.22% of portfolio
928
Q3 2024 New
$143B
$241 Million 0.19% of portfolio
3,357
Q3 2024 New
$66.3B
$243 Million 0.19% of portfolio
2,346
Q3 2024 New
$142B
$225 Million 0.18% of portfolio
1,860
Q3 2024 New
$56.7B
$204 Million 0.16% of portfolio
194
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 33
  • Current Value $126 Billion
  • Prior Value $122 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 23, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 3 stocks
  • Additional Purchases 12 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1 stocks
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