Portfolio Design Labs, LLC Portfolio Holdings

Portfolio Design Labs, LLC

  • $487 Billion
  • Q4 2024

Portfolio Design Labs, LLC has filed its 13F form on January 29, 2025 for Q4 2024 where it was disclosed a total value porftolio of $487 Billion distributed in 195 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Treasury Floating Rate with a value of $31.1B, Apple Inc. with a value of $24.9B, Nvidia Corp with a value of $24.2B, Microsoft Corp with a value of $21.6B, and Alphabet Inc. with a value of $15.1B.

Examining the 13F form we can see an increase of $129B in the current position value, from $358B to 487B.

Portfolio Design Labs, LLC is based out at Encino, CA

Below you can find more details about Portfolio Design Labs, LLC portfolio as well as his latest detailed transactions.

Portfolio value $487 Billion
Technology: $126 Billion
ETFs: $67.5 Billion
Communication Services: $51.5 Billion
Financial Services: $46 Billion
Healthcare: $44.7 Billion
Industrials: $42.1 Billion
Consumer Cyclical: $36.1 Billion
Consumer Defensive: $27.3 Billion
Other: $37.6 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$109B
$240 Million 0.05% of portfolio
1,129
Q4 2024 Added 18.22%
$8.47B
$226 Million 0.05% of portfolio
5,962
Q4 2024 New
$1.62B
$226 Million 0.05% of portfolio
3,741
Q4 2024 New
$111B
$260 Million 0.05% of portfolio
4,071
Q4 2024 New
$69.5B
$255 Million 0.05% of portfolio
3,319
Q4 2024 New
$56.3B
$225 Million 0.05% of portfolio
3,033
Q4 2024 New
$42B
$232 Million 0.05% of portfolio
3,016
Q4 2024 New
$51.6B
$266 Million 0.05% of portfolio
1,381
Q4 2024 New
$74.7B
$228 Million 0.05% of portfolio
2,512
Q4 2024 New
$43.9B
$223 Million 0.05% of portfolio
3,693
Q4 2024 New
$123B
$231 Million 0.05% of portfolio
4,724
Q4 2024 New
$208B
$229 Million 0.05% of portfolio
4,627
Q4 2024 New
$30.4B
$246 Million 0.05% of portfolio
1,499
Q4 2024 New
$10.4B
$238 Million 0.05% of portfolio
2,390
Q4 2024 New
$99.8B
$211 Million 0.04% of portfolio
7,067
Q4 2024 New
$55.9B
$209 Million 0.04% of portfolio
1,007
Q4 2024 New
$68.3B
$218 Million 0.04% of portfolio
4,031
Q4 2024 New
$31B
$201 Million 0.04% of portfolio
3,513
Q4 2024 New
$131B
$205 Million 0.04% of portfolio
4,241
Q4 2024 New
$45.5B
$209 Million 0.04% of portfolio
4,221
Q4 2024 New
$6.54B
$202 Million 0.04% of portfolio
7,042
Q4 2024 New
$190B
$208 Million 0.04% of portfolio
2,417
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 195
  • Current Value $487 Billion
  • Prior Value $358 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 29, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 64 stocks
  • Additional Purchases 111 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 18 stocks
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