Tsa Wealth Managment LLC Portfolio Holdings

Tsa Wealth Managment LLC

  • $246 Billion
  • Q4 2024

Tsa Wealth Managment LLC has filed its 13F form on February 06, 2025 for Q4 2024 where it was disclosed a total value porftolio of $246 Billion distributed in 64 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $29.3B, Schwab Us Aggregate Bond ETF with a value of $26.3B, Ishares S&P 500 Growth ETF with a value of $14.8B, Ishares Msci Usa Quality Facto with a value of $14.7B, and Ishares Core S&P 500 ETF with a value of $14.6B.

Examining the 13F form we can see an decrease of $2.52B in the current position value, from $248B to 246B.

Tsa Wealth Managment LLC is based out at Houston, TX

Below you can find more details about Tsa Wealth Managment LLC portfolio as well as his latest detailed transactions.

Portfolio value $246 Billion
ETFs: $224 Billion
Consumer Defensive: $4.31 Billion
Technology: $3.21 Billion
Consumer Cyclical: $1.49 Billion
Communication Services: $896 Million
Financial Services: $491 Million
Energy: $440 Million
Industrials: $233 Million
Other: $0

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 64
  • Current Value $246 Billion
  • Prior Value $248 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 06, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 5 stocks
  • Additional Purchases 23 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 32 stocks
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