Potentia Wealth Portfolio Holdings
Potentia Wealth
- $225 Billion
- Q4 2024
Potentia Wealth has filed its 13F form on February 11, 2025 for Q4 2024 where it was disclosed a total value porftolio of $225 Billion distributed in 97 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $50.5B, Spdr Portfolio S&P 500 Value E with a value of $19.4B, Apple Inc. with a value of $14.4B, Berkshire Hathaway Inc Class B with a value of $11.2B, and Ishares Russell 1000 Gr ETF with a value of $7.39B.
Examining the 13F form we can see an increase of $225B in the current position value.
Potentia Wealth is based out at San Jose, CA
Below you can find more details about Potentia Wealth portfolio as well as his latest detailed transactions.
Portfolio value
$225 Billion
ETFs: $139 Billion
Technology: $32.4 Billion
Financial Services: $21.9 Billion
Consumer Cyclical: $7.27 Billion
Communication Services: $6.12 Billion
Healthcare: $3.51 Billion
Consumer Defensive: $2.3 Billion
Industrials: $1.74 Billion
Other: $3.63 Billion