Voisard Asset Management Group, Inc. has filed its 13F form on February 07, 2025 for Q4 2024 where it was disclosed a total value porftolio of $299 Billion distributed in 81 stocks.

Among their holdings, we can observe that their the top five positions include companies like: J P Morgan Exchange Traded Fd with a value of $32.5B, Spdr Portfolio S&P 1500 Compos with a value of $29.3B, Ishares 0 5 Year Investment Gr with a value of $22.7B, Spdr Ser Tr Spdr Portfolio Int with a value of $21.6B, and American Centy ETF Tr Avantis with a value of $21.2B.

Examining the 13F form we can see an increase of $59.1B in the current position value, from $240B to 299B.

Voisard Asset Management Group, Inc. is based out at Grand Rapids, MI

Below you can find more details about Voisard Asset Management Group, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $299 Billion
ETFs: $262 Billion
Technology: $5.74 Billion
Financial Services: $2.63 Billion
Communication Services: $2.36 Billion
Consumer Cyclical: $1.78 Billion
Healthcare: $1.1 Billion
Energy: $769 Million
Industrials: $721 Million
Other: $0

Stock Holdings Table ETFs Only

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

Summary

  • Portfolio
  • No. of Stocks 81
  • Current Value $299 Billion
  • Prior Value $240 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 07, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 2 stocks
  • Additional Purchases 47 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 24 stocks
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