Tl Private Wealth Portfolio Holdings
Tl Private Wealth
- $221 Million
- Q4 2024
Tl Private Wealth has filed its 13F form on January 16, 2025 for Q4 2024 where it was disclosed a total value porftolio of $221 Million distributed in 43 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $47.1M, Vanguard Value ETF with a value of $37.7M, Vanguard Mid Cap ETF with a value of $31.8M, First Trust Senior Ln Fund with a value of $21.6M, and Vanguard Ftse All World Ex Us with a value of $15.6M.
Examining the 13F form we can see an decrease of $4.02M in the current position value, from $225M to 221M.
Below you can find more details about Tl Private Wealth portfolio as well as his latest detailed transactions.
Portfolio value
$221 Million
ETFs: $214 Million
Industrials: $2.21 Million
Technology: $2.12 Million
Healthcare: $998,000
Financial Services: $797,000
Consumer Cyclical: $690,000
Consumer Defensive: $577,000
Communication Services: $341,000
Other: $0
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|