Meritage Portfolio Management Portfolio Holdings
Meritage Portfolio Management
- $1.56 Billion
- Q4 2024
Meritage Portfolio Management has filed its 13F form on January 27, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.56 Billion distributed in 329 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $109M, Microsoft Corp with a value of $78M, Alphabet Inc. with a value of $73.9M, Broadcom Inc. with a value of $62M, and Nvidia Corp with a value of $38.7M.
Examining the 13F form we can see an decrease of $71.1M in the current position value, from $1.63B to 1.56B.
Below you can find more details about Meritage Portfolio Management portfolio as well as his latest detailed transactions.
Portfolio value
$1.56 Billion
Technology: $493 Million
Financial Services: $196 Million
Consumer Cyclical: $160 Million
ETFs: $148 Million
Healthcare: $135 Million
Communication Services: $128 Million
Energy: $77.3 Million
Industrials: $74.3 Million
Other: $147 Million
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 329
- Current Value $1.56 Billion
- Prior Value $1.63 Billion
- Filing
- Period Q4 2024
- Filing Date January 27, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 16 stocks
- Additional Purchases 104 stocks
- Sold out of 0 stocks
- Reduced holdings in 162 stocks