Absher Wealth Management, LLC has filed its 13F form on January 27, 2025 for Q4 2024 where it was disclosed a total value porftolio of $746 Million distributed in 69 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $37.4M, M&T Bank Corp with a value of $37.2M, Emerson Electric CO with a value of $34.6M, Pepsico Inc with a value of $32.6M, and Ralph Lauren Corp with a value of $32.2M.

Examining the 13F form we can see an decrease of $6.14M in the current position value, from $752M to 746M.

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

Portfolio value $746 Million
Industrials: $182 Million
Financial Services: $127 Million
Consumer Cyclical: $121 Million
Technology: $96.7 Million
Consumer Defensive: $93.7 Million
Healthcare: $72.5 Million
Communication Services: $28.6 Million
Energy: $23.8 Million
Other: $690,000

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 69
  • Current Value $746 Million
  • Prior Value $752 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 27, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 4 stocks
  • Additional Purchases 34 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 25 stocks
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