Strategic Blueprint, LLC Portfolio Holdings

Strategic Blueprint, LLC

  • $1.54 Billion
  • Q4 2024

Strategic Blueprint, LLC has filed its 13F form on January 23, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.54 Billion distributed in 665 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Value ETF with a value of $61.9M, Vanguard Growth ETF with a value of $50.2M, Schwab Strategic Tr Us Large C with a value of $41.1M, Vanguard Index Fds S&P 500 ETF with a value of $40.1M, and Apple Inc. with a value of $39.8M.

Examining the 13F form we can see an increase of $45.5M in the current position value, from $1.49B to 1.54B.

Strategic Blueprint, LLC is based out at Atlanta, GA

Below you can find more details about Strategic Blueprint, LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.54 Billion
ETFs: $1.05 Billion
Technology: $139 Million
Financial Services: $65.8 Million
Consumer Cyclical: $46 Million
Healthcare: $34.5 Million
Industrials: $34.2 Million
Consumer Defensive: $34 Million
Communication Services: $28.8 Million
Other: $40.3 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$5 Million 0.32% of portfolio
248,189
Q4 2024 Reduced 0.96%
$0
$2.3 Million 0.15% of portfolio
105,906
Q4 2024 Added 2.55%
$0
$568,000 0.04% of portfolio
12,665
Q4 2024 New
$0
$330,000 0.02% of portfolio
10,350
Q4 2024 Reduced 2.82%
$0
$274,000 0.02% of portfolio
31,170
Q4 2024 Reduced 10.61%
$0
$0 0.0% of portfolio
75,073
Q3 2022 Reduced 5.89%
$0
$0 0.0% of portfolio
10,258
Q4 2024 Added 2.58%

Summary

  • Portfolio
  • No. of Stocks 665
  • Current Value $1.54 Billion
  • Prior Value $1.49 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 23, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 70 stocks
  • Additional Purchases 302 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 260 stocks
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