Breakwater Capital Group has filed its 13F form on April 10, 2025 for Q1 2025 where it was disclosed a total value porftolio of $561 Billion distributed in 326 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Invesco Exchange Traded Fd Tr with a value of $19.6B, Apple Inc. with a value of $19.5B, J P Morgan ETF Tr U S Quality with a value of $19.2B, Invesco S&P 500 Equal Weight E with a value of $16.5B, and Vanguard Value ETF with a value of $14.1B.
Examining the 13F form we can see an increase of $59B in the current position value, from $502B to 561B.
Breakwater Capital Group is based out at Paramus, NJ
Below you can find more details about Breakwater Capital Group portfolio as well as his latest detailed transactions.
