Adell Harriman & Carpenter Inc has filed its 13F form on January 30, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.44 Trillion distributed in 165 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Broadcom Inc. with a value of $128B, Nvidia Corp with a value of $115B, Apple Inc. with a value of $99B, Microsoft Corp with a value of $64.8B, and Amazon Com Inc with a value of $47.3B.
Examining the 13F form we can see an increase of $62.4B in the current position value, from $1.38T to 1.44T.
Below you can find more details about Adell Harriman & Carpenter Inc portfolio as well as his latest detailed transactions.
Portfolio value
$1.44 Trillion
Technology: $561 Billion
Financial Services: $215 Billion
Energy: $110 Billion
Industrials: $105 Billion
Consumer Cyclical: $90.4 Billion
Healthcare: $83.6 Billion
Real Estate: $77.6 Billion
Consumer Defensive: $73.2 Billion
Other: $121 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions