Stephenson & Company, Inc. Portfolio Holdings
Stephenson & Company, Inc.
- $149 Billion
- Q4 2024
Stephenson & Company, Inc. has filed its 13F form on January 23, 2025 for Q4 2024 where it was disclosed a total value porftolio of $149 Billion distributed in 36 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc Class B with a value of $22.9B, Invesco S&P 500 Equal Weight E with a value of $21.4B, Ishares Core S&P 500 ETF with a value of $20.1B, Vanguard Ftse Developed Market with a value of $17.6B, and Vanguard Bd Index Fd Inc Short with a value of $15.2B.
Examining the 13F form we can see an increase of $806M in the current position value, from $148B to 149B.
Stephenson & Company, Inc. is based out at San Clemente, CA
Below you can find more details about Stephenson & Company, Inc. portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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