Wealthgate Family Office, LLC Portfolio Holdings
Wealthgate Family Office, LLC
- $40.6 Million
- Q2 2024
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 |
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