Passive Capital Management, Llc. has filed its 13F form on February 05, 2025 for Q4 2024 where it was disclosed a total value porftolio of $284 Billion distributed in 65 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Specialized Funds Van with a value of $45.6B, Dimensional ETF Tr U S Core Eq with a value of $35B, Vanguard Mun Bd Fds Tax Exempt with a value of $32.8B, Schwab Short Term Us Treasury with a value of $27.7B, and American Centy ETF Tr Avantis with a value of $19.1B.

Examining the 13F form we can see an decrease of $2.34B in the current position value, from $286B to 284B.

Passive Capital Management, Llc. is based out at Baltimore, MD

Below you can find more details about Passive Capital Management, Llc. portfolio as well as his latest detailed transactions.

Portfolio value $284 Billion
ETFs: $269 Billion
Technology: $3.02 Billion
Consumer Cyclical: $1.76 Billion
Financial Services: $1.1 Billion
Consumer Defensive: $693 Million
Healthcare: $554 Million
Industrials: $475 Million
Real Estate: $222 Million
Other: $0

Stock Holdings Table Market Cap. of Under $50 Millions

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

Summary

  • Portfolio
  • No. of Stocks 65
  • Current Value $284 Billion
  • Prior Value $286 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 05, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 1 stocks
  • Additional Purchases 31 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 7 stocks
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