Wealth Quarterback LLC Portfolio Holdings

Wealth Quarterback LLC

  • $192 Million
  • Q3 2024

Wealth Quarterback LLC has filed its 13F form on November 01, 2024 for Q3 2024 where it was disclosed a total value porftolio of $192 Million distributed in 130 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $34.1M, Ishares Msci Usa Quality Facto with a value of $11.4M, Spdr Dow Jones Industrial Average ETF Trust with a value of $9.28M, Ishares Core S&P U.S Growth Et with a value of $8.66M, and Apple Inc. with a value of $8.01M.

Examining the 13F form we can see an increase of $15.8M in the current position value, from $176M to 192M.

Wealth Quarterback LLC is based out at Toms River, NJ

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

Portfolio value $192 Million
ETFs: $113 Million
Technology: $22.5 Million
Financial Services: $10.3 Million
Industrials: $9.72 Million
Healthcare: $8.66 Million
Consumer Defensive: $8.56 Million
Consumer Cyclical: $6.63 Million
Energy: $4.63 Million
Other: $7.66 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

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

Summary

  • Portfolio
  • No. of Stocks 130
  • Current Value $192 Million
  • Prior Value $176 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 01, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 12 stocks
  • Additional Purchases 50 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 59 stocks
Track This Portfolio

Track Wealth Quarterback LLC Portfolio

Follow Wealth Quarterback LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Quarterback LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Quarterback LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email