Instrumental Wealth, LLC Portfolio Holdings

Instrumental Wealth, LLC

  • $106 Billion
  • Q4 2024

Instrumental Wealth, LLC has filed its 13F form on February 24, 2025 for Q4 2024 where it was disclosed a total value porftolio of $106 Billion distributed in 51 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares S&P 500 Growth ETF with a value of $14.4B, Ishares Core S&P Mid Cap ETF with a value of $13.5B, Pacer Fds Tr Us Cash Cows 100 with a value of $13.5B, Ishares S&P 500 Value ETF with a value of $11.7B, and Ishares Tr with a value of $8.98B.

Examining the 13F form we can see an increase of $3.11B in the current position value, from $103B to 106B.

Instrumental Wealth, LLC is based out at Tampa, FL

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

Portfolio value $106 Billion
ETFs: $79.1 Billion
Technology: $4.71 Billion
Financial Services: $2.26 Billion
Communication Services: $2.13 Billion
Consumer Cyclical: $1.8 Billion
Healthcare: $1.19 Billion
Energy: $914 Million
Consumer Defensive: $562 Million
Other: $0

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$336 Million 0.32% of portfolio
23,840
Q4 2024 Added 5.0%
$0
$174 Million 0.17% of portfolio
11,836
Q4 2024 Added 1.28%

Summary

  • Portfolio
  • No. of Stocks 51
  • Current Value $106 Billion
  • Prior Value $103 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 24, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 6 stocks
  • Additional Purchases 29 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 12 stocks
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