Grantvest Financial Group LLC Portfolio Holdings

Grantvest Financial Group LLC

  • $89.5 Billion
  • Q4 2024

Grantvest Financial Group LLC has filed its 13F form on February 11, 2025 for Q4 2024 where it was disclosed a total value porftolio of $89.5 Billion distributed in 121 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Trishares 0 3 Mnth Tre with a value of $5.37B, Shp ETF Tr Neos Enhanced Incom with a value of $3.42B, Apple Inc. with a value of $3.37B, Ea Series Trust with a value of $3.14B, and Amazon Com Inc with a value of $2.7B.

Examining the 13F form we can see an increase of $89.5B in the current position value.

Grantvest Financial Group LLC is based out at Matawan, NJ

Below you can find more details about Grantvest Financial Group LLC portfolio as well as his latest detailed transactions.

Portfolio value $89.5 Billion
ETFs: $41.7 Billion
Technology: $4.81 Billion
Consumer Cyclical: $3.4 Billion
Communication Services: $1.68 Billion
Financial Services: $1.11 Billion
Consumer Defensive: $453 Million
Healthcare: $439 Million
Energy: $407 Million
Other: $855 Million

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$199B
$443 Million 0.49% of portfolio
3,977
Q4 2024 New
$21.7B
$351 Million 0.39% of portfolio
4,146
Q4 2024 New
$191B
$289 Million 0.32% of portfolio
797
Q4 2024 New
$170B
$258 Million 0.29% of portfolio
6,459
Q4 2024 New
$41.8B
$215 Million 0.24% of portfolio
2,546
Q4 2024 New
$36.4B
$190 Million 0.21% of portfolio
19,188
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 121
  • Current Value $89.5 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 11, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 121 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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