Spinnaker Investment Group, LLC Portfolio Holdings
Spinnaker Investment Group, LLC
- $405 Million
- Q4 2024
Spinnaker Investment Group, LLC has filed its 13F form on January 17, 2025 for Q4 2024 where it was disclosed a total value porftolio of $405 Million distributed in 93 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr with a value of $82.5M, Wisdomtree Tr Us Quality Divid with a value of $46.3M, Schwab Strategic Tr Us Dividen with a value of $44.6M, Dimensional ETF Tr with a value of $39.3M, and Microsoft Corp with a value of $30.4M.
Examining the 13F form we can see an increase of $4.52M in the current position value, from $401M to 405M.
Below you can find more details about Spinnaker Investment Group, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$405 Million
ETFs: $330 Million
Technology: $52.3 Million
Financial Services: $5.18 Million
Consumer Defensive: $4.61 Million
Consumer Cyclical: $3.21 Million
Healthcare: $3.2 Million
Utilities: $1.95 Million
Communication Services: $1.88 Million
Other: $1.63 Million