Wealthgate Family Office, LLC has filed its 13F form on August 12, 2024 for Q2 2024 where it was disclosed a total value porftolio of $40.6 Million distributed in 24 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $17.8M, Ishares Tr with a value of $3.61M, Apple Inc. with a value of $3.43M, Ever Commerce Inc. with a value of $3.23M, and Ishares Currency Hedged Msci E with a value of $2M.

Examining the 13F form we can see an increase of $2.14M in the current position value, from $38.5M to 40.6M.

Below you can find more details about Wealthgate Family Office, LLC portfolio as well as his latest detailed transactions.

Portfolio value $40.6 Million
ETFs: $28.9 Million
Technology: $7.6 Million
Financial Services: $1.63 Million
Consumer Defensive: $1.22 Million
Consumer Cyclical: $797,000
Communication Services: $536,000

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 24
  • Current Value $40.6 Million
  • Prior Value $38.5 Million
  • Filing
  • Period Q2 2024
  • Filing Date August 12, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 2 stocks
  • Additional Purchases 4 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1 stocks
Track This Portfolio

Track Wealthgate Family Office, LLC Portfolio

Follow Wealthgate Family Office, 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 Wealthgate Family Office, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthgate Family Office, LLC with notifications on news.