Lebenthal Global Advisors, LLC has filed its 13F form on January 22, 2025 for Q4 2024 where it was disclosed a total value porftolio of $540 Million distributed in 285 stocks.
Among their holdings, we can observe that their the top five positions include companies like: J P Morgan ETF Tr Nasdaq Equit with a value of $36.2M, J P Morgan Exchange Traded Fd with a value of $35.7M, Ishares Tr Convertible Bond Et with a value of $35.5M, Vanguard Intermediate Term Cor with a value of $32.8M, and Ishares Core S&P Sm Cap ETF with a value of $28.1M.
Examining the 13F form we can see an increase of $51.2M in the current position value, from $489M to 540M.
Below you can find more details about Lebenthal Global Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$540 Million
ETFs: $399 Million
Technology: $41.5 Million
Financial Services: $22.5 Million
Healthcare: $16.5 Million
Consumer Cyclical: $15.5 Million
Communication Services: $12.3 Million
Industrials: $12.3 Million
Energy: $7.75 Million
Other: $12.7 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
