Graham Capital Wealth Management, LLC Q2 2024 13F Top …

Aug 14, 2024 · Graham Capital Wealth Management, LLC reported 43 holdings with total value $73.5 M as of Q2 2024. Top holdings included IAU, USMV, LNG, EQC, and MAA. ... Holdings …

CouponFollow Extension

$73
OFF

Graham Capital Wealth Management, LLC Q2 2024 13F Top …

1 week from now

Aug 14, 2024 · Graham Capital Wealth Management, LLC reported 43 holdings with total value $73.5 M as of Q2 2024. Top holdings included IAU, USMV, LNG, EQC, and MAA. ... Holdings …

13f.info

$97
OFF

GRAHAM CAPITAL WEALTH MANAGEMENT, LLC - 13F

1 week from now

Graham Capital Wealth Management, LLC reported 59 holdings with total value $97.7 M as of Q3 2024. Top holdings included IAU, USMV, LNG, SILA, and EQC. ... 13F-HR 10/24/2024: …

13f.info

$195720000
OFF

GRAHAM CAPITAL WEALTH MANAGEMENT, LLC Top 13F …

1 week from now

Graham Capital Wealth Management is a large advisory firm with 1115 clients and discretionary assets under management (AUM) of $195,720,000 (Form ADV from 2024-03-01). Their last …

whalewisdom.com

$74
OFF

$74.1Million GRAHAM CAPITAL WEALTH MANAGEMENT, LLC Q2 …

1 week from now

GRAHAM CAPITAL WEALTH MANAGEMENT, LLC reported 48 stock holdings with total value $74.1M as of Q2 2024. Top holdings included IAU, USMV, LNG, EQC, and MAA.

portfoliosavvy.com

$18644915000
OFF

GRAHAM CAPITAL MANAGEMENT, L.P. Top 13F Holdings

1 week from now

Graham Capital Management is based out of Rowayton. Graham Capital Management is a hedge fund with 31 clients and discretionary assets under management (AUM) of $18,644,915,000 …

whalewisdom.com

$36
OFF

Graham Capital Wealth Management, LLC Portfolio Holdings

1 week from now

Graham Capital Wealth Management, LLC has filed its 13F form on January 29, 2024 for Q4 2023 where it was disclosed a total value porftolio of $36 Million distributed in 37 stocks.

tickertracker.io

$73
OFF

Graham Capital Wealth Management 13F Annual Report (2024

1 week from now

Graham Capital Wealth Management 13F annual report Graham Capital Wealth Management is an investment fund managing more than $73.8 billion ran by Stash Graham. There are …

wallmine.com

$74
OFF

Graham Capital Wealth Management, LLC Q2 2024 13F Top …

1 week from now

Graham Capital Wealth Management, LLC reported 48 holdings with total value $74.1 M as of Q2 2024. Top holdings included IAU, USMV, LNG, EQC, and MAA. ... Holdings as of 6/30/2024 …

13f.info

$858037632
OFF

CAPITAL WEALTH MANAGEMENT, LLC Top 13F Holdings

1 week from now

Capital Wealth Management is a large advisory firm with 599 clients and discretionary assets under management (AUM) of $858,037,632 (Form ADV from 2024-09-12). Their last reported …

whalewisdom.com

0%
OFF

Seizert Capital Partners LLC Raises Stock Holdings In Snap-on ...

1 week from now

1 day ago · November 17, 2024. Seizert Capital Partners LLC raised its position in shares of Snap-on Incorporated (NYSE:SNA - Free Report) by 13.0% in the 3rd quarter, according to its …

marketbeat.com

$58
OFF

Graham Capital Wealth Management, LLC Q1 2024 13F Top …

1 week from now

Apr 22, 2024 · Graham Capital Wealth Management, LLC reported 48 holdings with total value $58.5 M as of Q1 2024. Top holdings included IAU, LNG, EQC, USMV, and HCC. ...

13f.info

1%
OFF

Los Angeles Capital Management LLC Boosts Stock Holdings

1 week from now

November 11, 2024. Los Angeles Capital Management LLC boosted its position in Yum! Brands, Inc. (NYSE:YUM - Free Report) by 5,077.1% during the third quarter, according to its most …

marketbeat.com

$177158040
OFF

ROYAL CAPITAL WEALTH MANAGEMENT, LLC Top 13F Holdings

1 week from now

Royal Capital Wealth Management is a large advisory firm with 56 clients and discretionary assets under management (AUM) of $177,158,040 (Form ADV from 2024-03-29). Their last reported …

whalewisdom.com

$97
OFF

Graham Capital Wealth Management, LLC Q3 2024 13F Top …

1 week from now

Graham Capital Wealth Management, LLC reported 59 holdings with total value $97.7 M as of Q3 2024. Top holdings included IAU, USMV, LNG, SILA, and EQC. GRAHAM CAPITAL WEALTH …

13f.info

FAQs about Graham Capital Wealth Management, LLC Q2 2024 13F Top … Coupon?

Where is Graham Capital Management based?

Graham Capital Management is based out of Rowayton. Graham Capital Management is a hedge fund with 31 clients and discretionary assets under management (AUM) of $18,644,915,000 (Form ADV from 2024-04-29). Their last reported 13F filing for Q2 2024 included $4,598,755,657 in managed 13F securities and a top 10 holdings concentration of 50.61%. ...

What is Graham Capital Management's 13F holding?

Their last reported 13F filing for Q2 2024 included $4,598,755,657 in managed 13F securities and a top 10 holdings concentration of 50.61%. Graham Capital Management's largest holding is MicroStrategy Inc. with shares held of 580,700. ...

Who owns Graham Capital LLP?

Graham Capital LLP, a limited liability partnership registered in England and Wales, is majority owned by Graham Capital Holdings Ltd, a corporation registered in England and Wales, which is wholly owned by Graham. ...

Who is Valley wealth managers?

Valley Wealth Managers was founded in 1986 and is a wholly-owned subsidiary of Valley National Bank. The latter is publicly traded on the Nasdaq Global Select Market. Joseph Colleran serves as the President of the firm. Today, the firm manages more than $2.2 billion in assets under management across 48 advisors. ...

Does Modera wealth management charge a fee?

Modera Wealth Management does not require new clients to have a minimum level of investable assets, but it does have a minimum quarterly fees. Aside from its main office in Westwood, you can find this fee-only firm in Massachusetts, Florida, North Carolina and Georgia. ...

Who owns circle wealth management?

Managing partner Maria L. Kattan-Chrin founded Circle Wealth Management in 2006, though the firm didn't register with the SEC until 2007. Kattan-Chrin is also the principal owner of the firm and she has decades of experience within the private wealth management and financial services industries. ...