Unconventional Investor, LLC Portfolio Holdings

Unconventional Investor, LLC

  • $161 Million
  • Q4 2024

Unconventional Investor, LLC has filed its 13F form on February 18, 2025 for Q4 2024 where it was disclosed a total value porftolio of $161 Million distributed in 35 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 $61M, Berkshire Hathaway Inc Class B with a value of $25.4M, Vanguard Index Fds S&P 500 ETF with a value of $23.5M, Vanguard Utilities ETF with a value of $13.7M, and Vanguard Ftse Developed Market with a value of $10.4M.

Examining the 13F form we can see an increase of $5.46M in the current position value, from $155M to 161M.

Below you can find more details about Unconventional Investor, LLC portfolio as well as his latest detailed transactions.

Portfolio value $161 Million
ETFs: $129 Million
Financial Services: $25.9 Million
Technology: $3.14 Million
Consumer Defensive: $487,000
Communication Services: $314,000
Consumer Cyclical: $254,000
Industrials: $27,000

Stock Holdings Table Market Cap. of Under $50 Millions

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

Summary

  • Portfolio
  • No. of Stocks 35
  • Current Value $161 Million
  • Prior Value $155 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 18, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 1 stocks
  • Additional Purchases 17 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 2 stocks
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