Worth Advisory 13F annual report (2024) | wallmine CA

Worth Advisory 13F Annual Report (2024) | Wallmine CA

1 week from now

Worth Advisory 13F annual report Worth Advisory is an investment fund managing more than $125 billion ran by Glen Wright. There are currently 84 companies in Mr. Wright’s portfolio. …

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Worth Advisory 13F Annual Report (2024) | Wallmine

1 week from now

Worth Advisory 13F annual report Worth Advisory is an investment fund managing more than $152 billion ran by Glen Wright. There are currently 92 companies in Mr. Wright’s portfolio. …

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Worth Asset Management 13F Annual Report (2024) | Wallmine

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As of 4th July 2024, Worth Asset Management’s top holding is 266,610 shares of iShares 0-3 Month Treasury Bond currently worth over $26.9 billion and making up 15.9% of the portfolio …

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Worthpointe 13F Annual Report (2024) - Wallmine

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Worthpointe 13F annual report ... As of 6th August 2024, Worthpointe’s top holding is 3,031,255 shares of Dimensional Etf Trust currently worth over $108 billion and making up 49.4% of the …

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Ervin Investment Management 13F Annual Report - Wallmine

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As of 15th July 2024, Ervin Investment Management’s top holding is 91,374 shares of Berkshire Hathaway currently worth over $37.2 billion and making up 25.8% of the portfolio value. …

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Elwood & Goetz Wealth Advisory 13F Annual Report (2024)

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Recent trades. In the most recent 13F filing, Elwood & Goetz Wealth Advisory revealed that it had opened a new position in Etfis Ser Tr I and bought 251,742 shares worth $5.62 billion. The …

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Wallace Advisory 13F Annual Report (2024) | Wallmine

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$133 billion Assets Under Management (AUM) As of 5th April 2024, Wallace Advisory’s top holding is 116,468 shares of Merck Co Inc currently worth over $12.7 billion and making up …

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Rps Advisory Solutions 13F Annual Report (2024) | Wallmine CA

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As of 18th July 2024, Rps Advisory Solutions’s top holding is 87,835 shares of Apple Inc currently worth over $18.5 billion and making up 17.6% of the portfolio value. Relative to the number of …

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Mutual Advisors 13F Annual Report (2024) | Wallmine

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503 rows  · $3.26 trillion Assets Under Management (AUM) As of 23rd July 2024, Mutual Advisors’s top holding is 14,063,737 shares of Ishares Tr currently worth over $683 billion and …

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Kemnay Advisory Services 13F Annual Report (2024) | Wallmine CA

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$481 billion Assets Under Management (AUM) As of 7th August 2024, Kemnay Advisory Services’s top holding is 5,834,481 shares of Vornado Rlty Tr currently worth over $153 billion …

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Wealthspire Advisors 13F Annual Report (2024) | Wallmine

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$7.75 trillion Assets Under Management (AUM) As of 1st August 2024, Wealthspire Advisors’s top holding is 20,396,332 shares of Ishares Tr currently worth over $2.54 trillion and making up …

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Bridgewealth Advisory 13F Annual Report (2024) | Wallmine CA

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Bridgewealth Advisory is an investment fund managing more than $225 billion ran by Kevin Hook. There are currently 53 companies in Mr. Hook’s portfolio. The largest investments include …

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Brightwater Advisory 13F Annual Report (2024) | Wallmine

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$129 billion Assets Under Management (AUM) As of 3rd September 2024, Brightwater Advisory’s top holding is 946,790 shares of Schwab Strategic Tr currently worth over $42.9 billion and …

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Watchtower Advisors, L.P. 13F Annual Report - Wallmine

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As of 7th August 2024, Watchtower Advisors, L.P.’s top holding is 27,720 shares of Broadcom Inc currently worth over $44.5 billion and making up 28.7% of the portfolio value. Relative to the …

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Sageview Advisory 13F Annual Report (2024) | Wallmine

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$1.72 trillion Assets Under Management (AUM) As of 28th February 2024, Sageview Advisory’s top holding is 4,666,618 shares of Vanguard Scottsdale Fds currently worth over $361 billion …

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Atmos Advisory 13F Annual Report (2024) | Wallmine

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$128 billion Assets Under Management (AUM) As of 3rd July 2024, Atmos Advisory’s top holding is 213,129 shares of Vanguard Bd Index Fds currently worth over $15.4 billion and making up …

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Madrone Advisors 13F Annual Report (2024) | Wallmine CA

1 week from now

In the most recent 13F filing, Madrone Advisors revealed that it had opened a new position in Uber Technologies Inc and bought 358,318 shares worth $16.5 billion. On the other hand, …

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Strategic Wealth Advisors 13F Annual Report (2024) | Wallmine

1 week from now

Strategic Wealth Advisors 13F annual report Strategic Wealth Advisors is an investment fund managing more than $2.25 billion ran by Anthony Tsang. There are currently 297 companies …

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