Sprinkle Financial Consultants LLC Portfolio Holdings

Sprinkle Financial Consultants LLC

  • $147 Billion
  • Q4 2024

Sprinkle Financial Consultants LLC has filed its 13F form on January 28, 2025 for Q4 2024 where it was disclosed a total value porftolio of $147 Billion distributed in 70 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $25B, Ishares Core S&P Sm Cap ETF with a value of $11.1B, Dimensional ETF Tr Us Marketwi with a value of $9.7B, Oneok Inc with a value of $9.08B, and Dimensional ETF Trust with a value of $8.61B.

Examining the 13F form we can see an increase of $6.92B in the current position value, from $140B to 147B.

Sprinkle Financial Consultants LLC is based out at Littleton, CO

Below you can find more details about Sprinkle Financial Consultants LLC portfolio as well as his latest detailed transactions.

Portfolio value $147 Billion
ETFs: $84 Billion
Energy: $12.1 Billion
Utilities: $5.15 Billion
Technology: $3.74 Billion
Communication Services: $2.94 Billion
Financial Services: $2.69 Billion
Consumer Cyclical: $2.53 Billion
Industrials: $556 Million
Other: $0

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

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

Summary

  • Portfolio
  • No. of Stocks 70
  • Current Value $147 Billion
  • Prior Value $140 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 28, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 2 stocks
  • Additional Purchases 46 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 16 stocks
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