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.
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
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