Tolleson Wealth Management, Inc. Portfolio Holdings

Tolleson Wealth Management, Inc.

  • $525 Million
  • Q3 2024

Tolleson Wealth Management, Inc. has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $525 Million distributed in 82 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr with a value of $115M, Spdr Ser Tr Msci Usa Strategic with a value of $107M, Ishares Tr with a value of $78.5M, Spdr S&P 500 ETF Trust with a value of $44M, and Ishares Core S&P Total U.S. St with a value of $36.1M.

Examining the 13F form we can see an increase of $17.7M in the current position value, from $507M to 525M.

Tolleson Wealth Management, Inc. is based out at Dallas, TX

Below you can find more details about Tolleson Wealth Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $525 Million
ETFs: $502 Million
Technology: $6.6 Million
Financial Services: $5.98 Million
Consumer Cyclical: $2.24 Million
Healthcare: $2.01 Million
Real Estate: $1.33 Million
Industrials: $1.07 Million
Consumer Defensive: $921,000
Other: $1.07 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 82
  • Current Value $525 Million
  • Prior Value $507 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 14, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 6 stocks
  • Additional Purchases 4 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 39 stocks
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