Tl Private Wealth Portfolio Holdings
Tl Private Wealth
- $220 Million
- Q1 2025
Tl Private Wealth has filed its 13F form on April 09, 2025 for Q1 2025 where it was disclosed a total value porftolio of $220 Million distributed in 41 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $45.1M, Vanguard Value ETF with a value of $38.8M, Vanguard Mid Cap ETF with a value of $32.3M, First Trust Senior Ln Fund with a value of $20.8M, and Vanguard Ftse All World Ex Us with a value of $16.6M.
Examining the 13F form we can see an decrease of $1.18M in the current position value, from $221M to 220M.
Below you can find more details about Tl Private Wealth portfolio as well as his latest detailed transactions.
Portfolio value
$220 Million
ETFs: $213 Million
Industrials: $2.01 Million
Technology: $1.66 Million
Healthcare: $1.1 Million
Financial Services: $769,000
Consumer Cyclical: $636,000
Consumer Defensive: $556,000
Communication Services: $278,000
Other: $0
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|