Ma Private Wealth Portfolio Holdings
Ma Private Wealth
- $533 Million
- Q4 2024
Ma Private Wealth has filed its 13F form on January 24, 2025 for Q4 2024 where it was disclosed a total value porftolio of $533 Million distributed in 72 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 $94M, Vanguard Bd Index Fd Inc Total with a value of $66.9M, Ishares Msci Usa Quality Facto with a value of $43.8M, Blackrock ETF Tr U S Equity Fa with a value of $40.1M, and Ishares S&P 500 Growth ETF with a value of $32.9M.
Examining the 13F form we can see an decrease of $184K in the current position value, from $533M to 533M.
Below you can find more details about Ma Private Wealth portfolio as well as his latest detailed transactions.
Portfolio value
$533 Million
ETFs: $523 Million
Technology: $6.53 Million
Energy: $872,000
Consumer Cyclical: $602,000
Financial Services: $262,000
Healthcare: $238,000
Industrials: $218,000
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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