Headinvest, LLC has filed its 13F form on February 18, 2025 for Q4 2024 where it was disclosed a total value porftolio of $514 Million distributed in 231 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P Sm Cap ETF with a value of $28.9M, Microsoft Corp with a value of $21.2M, Procter & Gamble CO with a value of $17.4M, Vanguard Total Stock Market Et with a value of $14.3M, and Vanguard Whitehall Fds (Vangua with a value of $14.1M.
Examining the 13F form we can see an decrease of $10.8M in the current position value, from $525M to 514M.
Headinvest, LLC is based out at Portland, ME
Below you can find more details about Headinvest, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$514 Million
ETFs: $195 Million
Technology: $103 Million
Healthcare: $52.5 Million
Consumer Defensive: $44.9 Million
Industrials: $30.8 Million
Financial Services: $29.7 Million
Energy: $17.8 Million
Communication Services: $13.7 Million
Other: $24.6 Million
Stock Holdings Table Market Cap. of $200 Billions or more
