Wealthgarden F.S. LLC Portfolio Holdings

Wealthgarden F.S. LLC

  • $107 Billion
  • Q4 2024

Wealthgarden F.S. LLC has filed its 13F form on February 03, 2025 for Q4 2024 where it was disclosed a total value porftolio of $107 Billion distributed in 122 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Msci Usa Quality Facto with a value of $6.14B, Ishares Core S&P 500 ETF with a value of $5.2B, Ishares S&P 500 Growth ETF with a value of $3.85B, Nvidia Corp with a value of $3.12B, and Blackrock ETF Tr U S Equity Fa with a value of $2.89B.

Examining the 13F form we can see an increase of $4.19B in the current position value, from $103B to 107B.

Wealthgarden F.S. LLC is based out at El Segundo, CA

Below you can find more details about Wealthgarden F.S. LLC portfolio as well as his latest detailed transactions.

Portfolio value $107 Billion
ETFs: $82.3 Billion
Technology: $6.53 Billion
Financial Services: $3.26 Billion
Communication Services: $2.86 Billion
Consumer Cyclical: $1.71 Billion
Healthcare: $1.52 Billion

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$734M
$115 Million 0.11% of portfolio
15,000
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 122
  • Current Value $107 Billion
  • Prior Value $103 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 03, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 11 stocks
  • Additional Purchases 57 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 45 stocks
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