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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
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