Conquis Financial LLC has filed its 13F form on February 12, 2025 for Q4 2024 where it was disclosed a total value porftolio of $97.7 Billion distributed in 199 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $39.4B, Vanguard Bd Index Fd Inc Inter with a value of $12.3B, Dimensional ETF Tr with a value of $9.49B, Dimensional ETF Tr U S Core Eq with a value of $8.02B, and Schwab Strategic Tr Intl Eqty with a value of $7.19B.

Examining the 13F form we can see an increase of $97.7B in the current position value.

Conquis Financial LLC is based out at Milbrae, CA

Below you can find more details about Conquis Financial LLC portfolio as well as his latest detailed transactions.

Portfolio value $97.7 Billion
ETFs: $82.7 Billion
Technology: $3.78 Billion
Consumer Defensive: $376 Million
Healthcare: $336 Million
Communication Services: $333 Million
Industrials: $243 Million
Financial Services: $187 Million
Consumer Cyclical: $72.4 Million
Other: $90.4 Million

Stock Holdings Table Companies Only

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

Summary

  • Portfolio
  • No. of Stocks 199
  • Current Value $97.7 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 12, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 199 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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