Mendota Financial Group, LLC Portfolio Holdings
Mendota Financial Group, LLC
- $154 Billion
- Q4 2024
Mendota Financial Group, LLC has filed its 13F form on January 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $154 Billion distributed in 372 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Invesco S&P 500 Equal Weight E with a value of $19.1B, Dimensional ETF Tr U S Equity with a value of $14.1B, Dimensional ETF Tr with a value of $12.5B, Dimensional ETF Tr U S Small C with a value of $12.4B, and Ishares Trust Ishares 5 10 Yea with a value of $12.2B.
Examining the 13F form we can see an decrease of $55.1B in the current position value, from $209B to 154B.
Mendota Financial Group, LLC is based out at Madison, WI
Below you can find more details about Mendota Financial Group, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 372
- Current Value $154 Billion
- Prior Value $209 Billion
- Filing
- Period Q4 2024
- Filing Date January 13, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 28 stocks
- Additional Purchases 39 stocks
- Sold out of 0 stocks
- Reduced holdings in 252 stocks