Helium Advisors LLC Portfolio Holdings
Helium Advisors LLC
- $126 Billion
- Q4 2024
Helium Advisors LLC has filed its 13F form on February 18, 2025 for Q4 2024 where it was disclosed a total value porftolio of $126 Billion distributed in 101 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $15B, Jp Morgan ETF Tr Ultra Short I with a value of $11.8B, Goldman Sachs Access Treasury with a value of $10.2B, Apple Inc. with a value of $8.18B, and Ishares Tr with a value of $7.07B.
Examining the 13F form we can see an increase of $126B in the current position value.
Helium Advisors LLC is based out at Everett, WA
Below you can find more details about Helium Advisors LLC portfolio as well as his latest detailed transactions.
Portfolio value
$126 Billion
ETFs: $83.3 Billion
Technology: $15.3 Billion
Financial Services: $9.35 Billion
Consumer Cyclical: $4.75 Billion
Communication Services: $3.91 Billion
Energy: $1.86 Billion
Consumer Defensive: $1.77 Billion
Healthcare: $1.13 Billion
Other: $1.03 Billion
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 101
- Current Value $126 Billion
- Filing
- Period Q4 2024
- Filing Date February 18, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 101 stocks
- Additional Purchases 0 stocks
- Sold out of 0 stocks
- Reduced holdings in 0 stocks