Bwm Planning, LLC Portfolio Holdings

Bwm Planning, LLC

  • $225 Billion
  • Q3 2024

Bwm Planning, LLC has filed its 13F form on October 09, 2024 for Q3 2024 where it was disclosed a total value porftolio of $225 Billion distributed in 76 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr with a value of $19.7B, Vanguard Total Stock Market Et with a value of $17.1B, Ishares Core S&P 500 ETF with a value of $11.2B, Dimensional ETF Tr U S Target with a value of $11.1B, and Apple Inc. with a value of $10.9B.

Examining the 13F form we can see an increase of $225B in the current position value.

Bwm Planning, LLC is based out at The Woodlands, TX

Below you can find more details about Bwm Planning, LLC portfolio as well as his latest detailed transactions.

Portfolio value $225 Billion
ETFs: $158 Billion
Energy: $13.5 Billion
Technology: $12.9 Billion
Financial Services: $8.99 Billion
Consumer Cyclical: $2.08 Billion
Healthcare: $1.99 Billion
Industrials: $791 Million
Consumer Defensive: $654 Million
Other: $0

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.24B
$1.29 Billion 0.57% of portfolio
42,432
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 76
  • Current Value $225 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 09, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 76 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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