Shira Ridge Wealth Management Portfolio Holdings

Shira Ridge Wealth Management

  • $204 Billion
  • Q4 2024

Shira Ridge Wealth Management has filed its 13F form on January 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $204 Billion distributed in 77 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr Msci Usa Esg Select with a value of $32.1B, Dimensional ETF Tr with a value of $21.1B, Ishares Global Information Tec with a value of $16.6B, Legg Mason ETF Invt Tr with a value of $9.53B, and Ishares Trust Ishares Esg Awar with a value of $8.91B.

Examining the 13F form we can see an increase of $8.28B in the current position value, from $196B to 204B.

Shira Ridge Wealth Management is based out at Larkspur, CA

Below you can find more details about Shira Ridge Wealth Management portfolio as well as his latest detailed transactions.

Portfolio value $204 Billion
ETFs: $173 Billion
Technology: $12 Billion
Communication Services: $6.38 Billion
Consumer Cyclical: $2.51 Billion
Financial Services: $2.39 Billion
Consumer Defensive: $1.48 Billion
Real Estate: $1.26 Billion
Industrials: $515 Million
Other: $523 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$32.1 Billion 15.68% of portfolio
263,649
Q4 2024 Added 0.54%
$0
$21.1 Billion 10.33% of portfolio
521,317
Q4 2024 Reduced 0.87%
$0
$16.6 Billion 8.11% of portfolio
195,624
Q4 2024 Added 0.97%
$0
$9.53 Billion 4.66% of portfolio
187,619
Q4 2024 Added 0.34%
$0
$8.91 Billion 4.36% of portfolio
117,018
Q4 2024 Added 6.91%
$0
$8.47 Billion 4.14% of portfolio
180,705
Q4 2024 Added 55.44%
$0
$7.77 Billion 3.8% of portfolio
266,239
Q4 2024 Added 6.18%
$3.6T
$7.43 Billion 3.64% of portfolio
29,670
Q4 2024 Added 0.31%
$0
$6.79 Billion 3.32% of portfolio
51,555
Q4 2024 Added 7.24%
$0
$5.21 Billion 2.55% of portfolio
124,605
Q4 2024 Added 5.15%
$0
$5.18 Billion 2.54% of portfolio
37,675
Q4 2024 Added 7.14%
$0
$4.8 Billion 2.35% of portfolio
24,527
Q4 2024 Added 4.69%
$0
$4.74 Billion 2.32% of portfolio
102,095
Q4 2024 Added 60.74%
$0
$4.43 Billion 2.17% of portfolio
97,929
Q4 2024 Added 32.24%
$0
$3.87 Billion 1.89% of portfolio
15,248
Q4 2024 Added 7.27%
$0
$3.84 Billion 1.88% of portfolio
46,870
Q4 2024 Added 126.26%
$0
$3.59 Billion 1.76% of portfolio
5,778
Q4 2024 Added 0.71%
$0
$3.4 Billion 1.66% of portfolio
61,086
Q4 2024 Reduced 8.09%
$0
$3.02 Billion 1.48% of portfolio
131,295
Q4 2024 Added 32.41%
$1.22T
$2.98 Billion 1.46% of portfolio
15,656
Q4 2024 Added 1.07%
$3.33T
$2.64 Billion 1.29% of portfolio
6,274
Q4 2024 Reduced 10.11%
-
$2.04 Billion 1.0% of portfolio
-
Q4 2024 Reduced 1.53%
$0
$1.83 Billion 0.9% of portfolio
21,460
Q4 2024 Reduced 2.42%
$0
$1.53 Billion 0.75% of portfolio
17,467
Q4 2024 Added 1.84%
$418B
$1.48 Billion 0.73% of portfolio
1,618
Q4 2024 Added 2.73%
$0
$1.44 Billion 0.7% of portfolio
25,111
Q4 2024 Added 127.08%
$1.18T
$1.27 Billion 0.62% of portfolio
6,692
Q4 2024 Added 11.42%
-
$1.23 Billion 0.6% of portfolio
-
Q4 2024 Reduced 1.33%
$1.43T
$1.07 Billion 0.53% of portfolio
1,833
Q4 2024 Added 4.86%
$0
$1.02 Billion 0.5% of portfolio
3,507
Q4 2024 Reduced 4.57%
$0
$893 Million 0.44% of portfolio
14,006
Q4 2024 Reduced 1.41%
$366B
$850 Million 0.42% of portfolio
6,330
Q4 2024 Added 16.88%
$2.39T
$842 Million 0.41% of portfolio
3,836
Q4 2024 Added 8.06%
$147B
$812 Million 0.4% of portfolio
10,974
Q3 2024 Added 0.02%
$0
$826 Million 0.4% of portfolio
11,685
Q4 2024 Reduced 2.51%
$56.7B
$818 Million 0.4% of portfolio
2,385
Q1 2024 Reduced 0.29%
-
$806 Million 0.39% of portfolio
-
Q2 2024 Added 1.24%
$108B
$790 Million 0.39% of portfolio
3,721
Q4 2024 Added 0.59%
$0
$763 Million 0.37% of portfolio
1,416
Q4 2024 Reduced 0.56%
$0
$710 Million 0.35% of portfolio
12,187
Q4 2024 Added 1.84%
$0
$706 Million 0.35% of portfolio
1,720
Q4 2024 Reduced 0.58%
$84.3B
$700 Million 0.34% of portfolio
742
Q4 2024 Reduced 25.58%
$5.7B
$662 Million 0.32% of portfolio
3,262
Q4 2024 Added 9.17%
$0
$622 Million 0.3% of portfolio
3,673
Q4 2024 Reduced 0.6%
$1.94B
$559 Million 0.27% of portfolio
18,569
Q4 2024 Reduced 27.5%
$0
$537 Million 0.26% of portfolio
7,787
Q4 2024 Reduced 3.15%
$73.4B
$515 Million 0.25% of portfolio
406
Q3 2024 Reduced 58.19%
$771B
$490 Million 0.24% of portfolio
2,043
Q4 2024 Added 5.64%
$0
$479 Million 0.23% of portfolio
21,114
Q4 2024 Added 200.0%

Summary

  • Portfolio
  • No. of Stocks 77
  • Current Value $204 Billion
  • Prior Value $196 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 4 stocks
  • Additional Purchases 42 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 24 stocks
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