Michels Family Financial, LLC Portfolio Holdings

Michels Family Financial, LLC

  • $109 Billion
  • Q4 2024

Michels Family Financial, LLC has filed its 13F form on February 20, 2025 for Q4 2024 where it was disclosed a total value porftolio of $109 Billion distributed in 121 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $6.28B, Schwab Strategic Tr Us Dividen with a value of $6.04B, Ishares Core S&P 500 ETF with a value of $3.88B, Exxon Mobil Corp with a value of $3.23B, and Vanguard Russell 1000 Growth E with a value of $2.83B.

Examining the 13F form we can see an increase of $109B in the current position value.

Michels Family Financial, LLC is based out at Fort Worth, TX

Below you can find more details about Michels Family Financial, LLC portfolio as well as his latest detailed transactions.

Portfolio value $109 Billion
ETFs: $64.8 Billion
Energy: $8.05 Billion
Technology: $6.72 Billion
Consumer Cyclical: $5.59 Billion
Communication Services: $5.17 Billion
Financial Services: $5.03 Billion
Consumer Defensive: $3.5 Billion
Industrials: $2.76 Billion
Other: $4.32 Billion

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$461B
$3.23 Billion 2.96% of portfolio
30,067
Q4 2024 New
$307B
$1.58 Billion 1.45% of portfolio
10,908
Q4 2024 New
$1.56T
$1.51 Billion 1.38% of portfolio
2,576
Q4 2024 New
$3.95T
$1.21 Billion 1.11% of portfolio
4,832
Q4 2024 New
$3.04T
$991 Million 0.91% of portfolio
2,351
Q4 2024 New
$2.21T
$963 Million 0.88% of portfolio
4,387
Q4 2024 New
$263B
$936 Million 0.86% of portfolio
15,810
Q4 2024 New
$1.07T
$932 Million 0.85% of portfolio
2,309
Q4 2024 New
$1.1T
$825 Million 0.75% of portfolio
4,356
Q4 2024 New
$570B
$766 Million 0.7% of portfolio
2,423
Q4 2024 New
$627B
$713 Million 0.65% of portfolio
1,573
Q4 2024 New
$309B
$534 Million 0.49% of portfolio
8,569
Q4 2024 New
$257B
$533 Million 0.49% of portfolio
5,902
Q4 2024 New
$452B
$538 Million 0.49% of portfolio
3,226
Q4 2024 New
$335B
$466 Million 0.43% of portfolio
3,469
Q4 2024 New
$357B
$420 Million 0.38% of portfolio
2,364
Q4 2024 New
$403B
$359 Million 0.33% of portfolio
2,144
Q4 2024 New
$235B
$339 Million 0.31% of portfolio
3,482
Q4 2024 New
$236B
$218 Million 0.2% of portfolio
1,927
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 121
  • Current Value $109 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 20, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 121 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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