Capital Market Strategies LLC has filed its 13F form on October 03, 2024 for Q3 2024 where it was disclosed a total value porftolio of $160 Million distributed in 152 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $18M, Apple Inc. with a value of $15.1M, Microsoft Corp with a value of $13.3M, Ishares Tr Fltg Rate Nt ETF with a value of $11.9M, and First Bank (Nj) Common Stock with a value of $5.28M.

Examining the 13F form we can see an increase of $6.85M in the current position value, from $153M to 160M.

Below you can find more details about Capital Market Strategies LLC portfolio as well as his latest detailed transactions.

Portfolio value $160 Million
Technology: $58.1 Million
ETFs: $44.2 Million
Financial Services: $14.9 Million
Healthcare: $12.8 Million
Consumer Cyclical: $6.26 Million
Industrials: $6.03 Million
Consumer Defensive: $4.26 Million
Energy: $3.89 Million
Other: $6.64 Million

Stock Holdings Table Companies Only

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

Summary

  • Portfolio
  • No. of Stocks 152
  • Current Value $160 Million
  • Prior Value $153 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 03, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 5 stocks
  • Additional Purchases 52 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 64 stocks
Track This Portfolio

Track Capital Market Strategies LLC Portfolio

Follow Capital Market Strategies LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Capital Market Strategies LLC, based on Form 13F filings with the SEC.

News

Stay updated on Capital Market Strategies LLC with notifications on news.