Greenspring Advisors, LLC Portfolio Holdings

Greenspring Advisors, LLC

  • $445 Million
  • Q4 2024

Greenspring Advisors, LLC has filed its 13F form on January 27, 2025 for Q4 2024 where it was disclosed a total value porftolio of $445 Million distributed in 98 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $255M, Dimensional ETF Tr with a value of $49.3M, Ishares Core U.S. Aggregate Bo with a value of $26.2M, Dimensional ETF Tr Dimensional with a value of $16.1M, and American Centy ETF Tr Avantis with a value of $9.52M.

Examining the 13F form we can see an increase of $1.18M in the current position value, from $444M to 445M.

Below you can find more details about Greenspring Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $445 Million
ETFs: $365 Million
Technology: $14.5 Million
Financial Services: $5.47 Million
Healthcare: $3.97 Million
Consumer Cyclical: $1.87 Million
Consumer Defensive: $1.68 Million
Communication Services: $573,000
Industrials: $454,000
Other: $140,000

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

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

Summary

  • Portfolio
  • No. of Stocks 98
  • Current Value $445 Million
  • Prior Value $444 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 27, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 6 stocks
  • Additional Purchases 20 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 29 stocks
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