Private Portfolio Partners LLC Portfolio Holdings
Private Portfolio Partners LLC
- $538 Million
- Q4 2024
Private Portfolio Partners LLC has filed its 13F form on February 12, 2025 for Q4 2024 where it was disclosed a total value porftolio of $538 Million distributed in 299 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $47.2M, Vanguard Value ETF with a value of $43.7M, Vanguard Small Cap Growth ETF with a value of $20.7M, Ishares Barclays with a value of $17.8M, and Vanguard Ftse Emerging Mkts Et with a value of $16.5M.
Examining the 13F form we can see an increase of $9.42M in the current position value, from $529M to 538M.
Below you can find more details about Private Portfolio Partners LLC portfolio as well as his latest detailed transactions.
Portfolio value
$538 Million
ETFs: $420 Million
Technology: $41.3 Million
Financial Services: $15.6 Million
Healthcare: $13.4 Million
Energy: $9.57 Million
Communication Services: $9.18 Million
Consumer Cyclical: $8.85 Million
Industrials: $7.94 Million
Other: $11.9 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 299
- Current Value $538 Million
- Prior Value $529 Million
- Filing
- Period Q4 2024
- Filing Date February 12, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 10 stocks
- Additional Purchases 176 stocks
- Sold out of 0 stocks
- Reduced holdings in 82 stocks