Fountainhead Am, LLC has filed its 13F form on February 11, 2025 for Q4 2024 where it was disclosed a total value porftolio of $518 Million distributed in 169 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr Russell 1000 ETF with a value of $59.4M, Jp Morgan ETF Tr Ultra Short I with a value of $35.7M, Vanguard Large Cap ETF with a value of $34.8M, Ishares Core S&P Sm Cap ETF with a value of $32.4M, and Ishares Core S&P 500 ETF with a value of $25.3M.
Examining the 13F form we can see an increase of $68M in the current position value, from $450M to 518M.
Fountainhead Am, LLC is based out at Warren, NJ
Below you can find more details about Fountainhead Am, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$518 Million
ETFs: $413 Million
Technology: $35.3 Million
Financial Services: $28.7 Million
Consumer Cyclical: $12.5 Million
Healthcare: $9.41 Million
Communication Services: $6.6 Million
Real Estate: $4 Million
Energy: $3.29 Million
Other: $3.74 Million
Stock Holdings Table Market Cap. of $200 Billions or more
