Weil Company, Inc. Portfolio Holdings
Weil Company, Inc.
- $268 Million
- Q4 2024
Weil Company, Inc. has filed its 13F form on February 04, 2025 for Q4 2024 where it was disclosed a total value porftolio of $268 Million distributed in 105 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $28.3M, Ishares Core S&P U.S. Value Et with a value of $20.3M, Public Storage with a value of $18.6M, Vanguard Total World Stk Index with a value of $13.2M, and Bny Mellon ETF Tr Concentrated with a value of $12.8M.
Examining the 13F form we can see an decrease of $16.1M in the current position value, from $284M to 268M.
Below you can find more details about Weil Company, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$268 Million
ETFs: $130 Million
Technology: $37 Million
Financial Services: $31.5 Million
Real Estate: $18.6 Million
Communication Services: $11 Million
Consumer Cyclical: $10.1 Million
Industrials: $8.08 Million
Healthcare: $5.62 Million
Other: $3.4 Million
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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