Martin Worley Group Portfolio Holdings

Martin Worley Group

  • $160 Billion
  • Q4 2024

Martin Worley Group has filed its 13F form on February 12, 2025 for Q4 2024 where it was disclosed a total value porftolio of $160 Billion distributed in 86 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 $19.6B, Dimensional ETF Tr with a value of $8.06B, Vanguard Star Fd Vanguard Tota with a value of $7.18B, Jp Morgan Tr Mun ETF (De) with a value of $7.16B, and Vanguard Wellington Fd with a value of $6.99B.

Examining the 13F form we can see an increase of $160B in the current position value.

Martin Worley Group is based out at Cottonwood Heights, UT

Below you can find more details about Martin Worley Group portfolio as well as his latest detailed transactions.

Portfolio value $160 Billion
ETFs: $132 Billion
Technology: $3.6 Billion
Financial Services: $2.39 Billion
Communication Services: $1.25 Billion
Energy: $989 Million
Consumer Defensive: $726 Million
Industrials: $537 Million
Healthcare: $533 Million
Other: $94.8 Million

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$298M
$77.8 Million 0.05% of portfolio
11,000
Q4 2024 New
$227M
$86.1 Million 0.05% of portfolio
10,168
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 86
  • Current Value $160 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 12, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 86 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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