Nicholas Hoffman & Company, Llc. has filed its 13F form on October 25, 2024 for Q3 2024 where it was disclosed a total value porftolio of $2.35 Billion distributed in 291 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 $461M, Vanguard Ftse Developed Market with a value of $392M, Vanguard Mid Cap ETF with a value of $176M, Vanguard Ftse Emerging Mkts Et with a value of $173M, and Vanguard Dividend Appreciation with a value of $138M.

Examining the 13F form we can see an increase of $224M in the current position value, from $2.13B to 2.35B.

Nicholas Hoffman & Company, Llc. is based out at Atlanta, GA

Below you can find more details about Nicholas Hoffman & Company, Llc. portfolio as well as his latest detailed transactions.

Portfolio value $2.35 Billion
ETFs: $1.82 Billion
Financial Services: $171 Million
Technology: $169 Million
Consumer Defensive: $42.8 Million
Healthcare: $35.7 Million
Industrials: $29.8 Million
Consumer Cyclical: $28.5 Million
Communication Services: $18.4 Million
Other: $31.9 Million

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 291
  • Current Value $2.35 Billion
  • Prior Value $2.13 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 25, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 19 stocks
  • Additional Purchases 107 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 115 stocks
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