Topsail Wealth Management, LLC Portfolio Holdings
Topsail Wealth Management, LLC
- $468 Billion
- Q4 2024
Topsail Wealth Management, LLC has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $468 Billion distributed in 202 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $122B, Vanguard Mun Bd Fds Tax Exempt with a value of $64.7B, Cincinnati Financial Corp with a value of $47.1B, Vanguard Star Fd Vanguard Tota with a value of $36B, and Vanguard Index Fds S&P 500 ETF with a value of $30.4B.
Examining the 13F form we can see an increase of $468B in the current position value.
Topsail Wealth Management, LLC is based out at Charlotte, NC
Below you can find more details about Topsail Wealth Management, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 202
- Current Value $468 Billion
- Filing
- Period Q4 2024
- Filing Date February 14, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 202 stocks
- Additional Purchases 0 stocks
- Sold out of 0 stocks
- Reduced holdings in 0 stocks