Strategy Asset Managers LLC has filed its 13F form on November 08, 2024 for Q3 2024 where it was disclosed a total value porftolio of $518 Million distributed in 246 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Broadcom Inc. with a value of $23M, Microsoft Corp with a value of $22M, Jpmorgan Chase & CO with a value of $15M, Apple Inc. with a value of $14.5M, and Lockheed Martin Corp with a value of $14.4M.
Examining the 13F form we can see an increase of $11.9M in the current position value, from $506M to 518M.
Below you can find more details about Strategy Asset Managers LLC portfolio as well as his latest detailed transactions.
Portfolio value
$518 Million
Technology: $110 Million
ETFs: $78.7 Million
Industrials: $61.6 Million
Financial Services: $56.5 Million
Healthcare: $56.2 Million
Communication Services: $32.2 Million
Consumer Cyclical: $28.4 Million
Consumer Defensive: $27 Million
Other: $67.6 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
