Dale Q Rice Investment Management LTD has filed its 13F form on January 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $227 Billion distributed in 129 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $55.2B, Proshares Ultra Semiconductors with a value of $28.4B, Proshares Ultra Qqq with a value of $24.5B, Invesco Qqq Trust, Series 1 with a value of $15.5B, and Spdr S&P 500 ETF Trust with a value of $11.3B.

Examining the 13F form we can see an increase of $227B in the current position value.

Dale Q Rice Investment Management LTD is based out at Vancouver, WA

Below you can find more details about Dale Q Rice Investment Management LTD portfolio as well as his latest detailed transactions.

Portfolio value $227 Billion
ETFs: $124 Billion
Technology: $64.4 Billion
Consumer Cyclical: $11.9 Billion
Financial Services: $11.8 Billion
Communication Services: $7.05 Billion
Industrials: $2.22 Billion
Healthcare: $1.45 Billion
Consumer Defensive: $1.19 Billion
Other: $594 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

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

Summary

  • Portfolio
  • No. of Stocks 129
  • Current Value $227 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 64 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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