Wiley Bros. Aintree Capital, LLC Portfolio Holdings
Wiley Bros. Aintree Capital, LLC
- $8.04 Billion
- Q4 2024
Wiley Bros. Aintree Capital, LLC has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $8.04 Billion distributed in 1641 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $364M, Microsoft Corp with a value of $292M, Ishares Core S&P 500 ETF with a value of $227M, Ishares Core S&P Mid Cap ETF with a value of $211M, and Ishares Core U.S. Aggregate Bo with a value of $155M.
Examining the 13F form we can see an increase of $2.97B in the current position value, from $5.07B to 8.04B.
Below you can find more details about Wiley Bros. Aintree Capital, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$8.04 Billion
ETFs: $3.14 Billion
Technology: $1.39 Billion
Financial Services: $697 Million
Industrials: $547 Million
Healthcare: $536 Million
Consumer Cyclical: $472 Million
Consumer Defensive: $363 Million
Energy: $280 Million
Other: $596 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 1,641
- Current Value $8.04 Billion
- Prior Value $5.07 Billion
- Filing
- Period Q4 2024
- Filing Date February 14, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 304 stocks
- Additional Purchases 1,140 stocks
- Sold out of 0 stocks
- Reduced holdings in 173 stocks