Fernwood Investment Management, LLC has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $283 Million distributed in 165 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Texas Pacific Land Corp with a value of $27.1M, Apple Inc. with a value of $12.4M, Meta Platforms, Inc. with a value of $11.9M, Vanguard Mega Cap Growth ETF with a value of $11.5M, and Nvidia Corp with a value of $10.3M.
Examining the 13F form we can see an decrease of $19.7M in the current position value, from $303M to 283M.
Fernwood Investment Management, LLC is based out at Quincy, MA
Below you can find more details about Fernwood Investment Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$283 Million
Technology: $54.3 Million
Energy: $39 Million
Healthcare: $38.7 Million
ETFs: $37 Million
Communication Services: $27.2 Million
Consumer Cyclical: $25.9 Million
Financial Services: $22.3 Million
Industrials: $18.7 Million
Other: $19.8 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
