Private Portfolio Partners LLC
CIK 1766520 · عرض على SEC EDGAR ↗
- قيمة المحفظة
- $543.9M
- المراكز
- 299
- حتى تاريخ
- 31 ديسمبر، 2024 البيانات اعتبارًا من Q4 2024
#3578 من 9443 حسب قيمة 13F · أعلى 37.9%
- وزن أكبر 10 مقتنيات
- 39,81%
- وزن أكبر 25 مقتنية
- 58,06%
- المراكز فوق 1%
- 21
- العدد الفعلي للمراكز
- 40,9
استنادًا إلى ممتلكات الأسهم الطويلة فقط في نموذج 13F (النقد والسندات والمراكز القصيرة غير مكشوفة)
- مراكز جديدة
- 299
- زيادة
- 0
- انخفض
- 0
- مغلق
- 0
على هذه الصفحة
توزيع القطاعات
Technology
7,5%
Healthcare
2,5%
Energy
1,8%
Retail
1,6%
Industrials
1,4%
Communication Services
1,3%
Financial Services
1,2%
Financials
1,0%
Materials
0,7%
Consumer Staples
0,5%
Consumer Discretionary
0,5%
Consumer products
0,4%
Telecommunication
0,4%
Real Estate
0,3%
Utilities
0,3%
Logistics & Transportation
0,1%
Communications
0,1%
أخرى/غير معينة
78,6%
المحفظة الكاملة 299 المراكز
| النوع | فترة متتالية | اتجاه 8 أرباع | |||||
|---|---|---|---|---|---|---|---|
| VUG | $47204531 | 8,68% | 115010 | صعود ×1 | |||
| VTV | $43743521 | 8,04% | 258379 | صعود ×1 | |||
| VBK | $20686217 | 3,80% | 73864 | صعود ×1 | |||
| IEF iShares 7-10 Year Treasury Bond ETF | $17841346 | 3,28% | 192984 | صعود ×1 | |||
| BIL | $16565695 | 3,05% | 181184 | صعود ×1 | |||
| VWO | $16549742 | 3,04% | 375789 | صعود ×1 | |||
| VTEB | $14594234 | 2,68% | 291128 | صعود ×1 | |||
| VBR | $14242833 | 2,62% | 71868 | صعود ×1 | |||
| AAPL Apple Inc. - Common Stock | $13945571 | 2,56% | 55689 | صعود ×1 | |||
| IWF | $11132072 | 2,05% | 27721 | صعود ×1 | |||
| EFG | $10315683 | 1,90% | 106534 | صعود ×1 | |||
| MSFT Microsoft Corporation - Common Stock | $8704643 | 1,60% | 20652 | صعود ×1 | |||
| HEDJ | $8453661 | 1,55% | 193359 | صعود ×1 | |||
| VOO | $7151580 | 1,31% | 13273 | صعود ×1 | |||
| QQQ Invesco QQQ Trust, Series 1 | $7033748 | 1,29% | 13758 | صعود ×1 | |||
| NVDA NVIDIA Corporation - Common Stock | $7011071 | 1,29% | 52208 | صعود ×1 | |||
| SPY SPY | $6748369 | 1,24% | 11514 | صعود ×1 | |||
| DES | $6747093 | 1,24% | 196422 | صعود ×1 | |||
| SCZ iShares MSCI EAFE Small-Cap ETF | $6563143 | 1,21% | 108035 | صعود ×1 | |||
| VB | $6420840 | 1,18% | 26722 | صعود ×1 | |||
| VEA | $5690437 | 1,05% | 118997 | صعود ×1 | |||
| EWJ | $4941115 | 0,91% | 73638 | صعود ×1 | |||
| AMZN Amazon.com, Inc. - Common Stock | $4612675 | 0,85% | 21025 | صعود ×1 | |||
| XOM Exxon Mobil Corporation Common Stock | $4449880 | 0,82% | 41367 | صعود ×1 | |||
| EEM | $4415052 | 0,81% | 105573 | صعود ×1 | |||
| MOAT | $4388444 | 0,81% | 47328 | صعود ×1 | |||
| SCHD | $4209938 | 0,77% | 154097 | صعود ×1 | |||
| VGT | $3974323 | 0,73% | 6392 | صعود ×1 | |||
| SHY iShares 1-3 Year Treasury Bond ETF | $3833111 | 0,70% | 46757 | صعود ×1 | |||
| USFR | $3800789 | 0,70% | 75532 | صعود ×1 | |||
| VTI | $3546470 | 0,65% | 12237 | صعود ×1 | |||
| IVV | $3407941 | 0,63% | 5789 | صعود ×1 | |||
| VIG | $3339862 | 0,61% | 17055 | صعود ×1 | |||
| IJH | $3319707 | 0,61% | 53277 | صعود ×1 | |||
| VV | $3178145 | 0,58% | 11784 | صعود ×1 | |||
| SCHB | $3159908 | 0,58% | 139203 | صعود ×1 | |||
| XLE XLE | $2956822 | 0,54% | 34518 | صعود ×1 | |||
| BILS | $2952463 | 0,54% | 29778 | صعود ×1 | |||
| GOOGL Alphabet Inc. - Class A Common Stock | $2801599 | 0,52% | 14800 | صعود ×1 | |||
| VYM | $2652596 | 0,49% | 20790 | صعود ×1 | |||
| CVX Chevron Corporation Common Stock | $2536690 | 0,47% | 17514 | صعود ×1 | |||
| LLY Eli Lilly and Company Common Stock | $2461797 | 0,45% | 3189 | صعود ×1 | |||
| DVY iShares Select Dividend ETF | $2399012 | 0,44% | 18273 | صعود ×1 | |||
| XLK XLK | $2362093 | 0,43% | 10159 | صعود ×1 | |||
| FTSL First Trust Senior Loan Fund | $2314697 | 0,43% | 50058 | صعود ×1 | |||
| XLV XLV | $2309194 | 0,42% | 16786 | صعود ×1 | |||
| IJR | $2299621 | 0,42% | 19959 | صعود ×1 | |||
| SPYG | $2202869 | 0,41% | 25061 | صعود ×1 | |||
| JPM JP Morgan Chase & Co. Common Stock | $2091045 | 0,38% | 8723 | صعود ×1 | |||
| TOTL | $2026948 | 0,37% | 51458 | صعود ×1 | |||
| BRKB | $2022535 | 0,37% | 4462 | صعود ×1 | |||
| META Meta Platforms, Inc. - Class A Common Stock | $1971683 | 0,36% | 3367 | صعود ×1 | |||
| ABBV AbbVie Inc. Common Stock | $1804358 | 0,33% | 10154 | صعود ×1 | |||
| SUB | $1735146 | 0,32% | 16450 | صعود ×1 | |||
| OUSA | $1728165 | 0,32% | 32533 | صعود ×1 | |||
| VWOB Vanguard Emerging Markets Government Bond ETF | $1681287 | 0,31% | 26624 | صعود ×1 | |||
| RSP | $1643570 | 0,30% | 9380 | صعود ×1 | |||
| VO | $1642478 | 0,30% | 6218 | صعود ×1 | |||
| JNJ Johnson & Johnson Common Stock | $1594099 | 0,29% | 11023 | صعود ×1 | |||
| XLU XLU | $1583266 | 0,29% | 20918 | صعود ×1 | |||
| EMB iShares J.P. Morgan USD Emerging Markets Bond ETF | $1558556 | 0,29% | 17504 | صعود ×1 | |||
| VSS | $1517967 | 0,28% | 13260 | صعود ×1 | |||
| LIN Linde plc - Ordinary Shares | $1490680 | 0,27% | 3561 | صعود ×1 | |||
| BA Boeing Company (The) Common Stock | $1483968 | 0,27% | 8384 | صعود ×1 | |||
| VPU | $1464440 | 0,27% | 8961 | صعود ×1 | |||
| GLD | $1455443 | 0,27% | 6011 | صعود ×1 | |||
| GBAB Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust Common Shares of Beneficial Interest | $1414871 | 0,26% | 93084 | صعود ×1 | |||
| AVGO Broadcom Inc. - Common Stock | $1359419 | 0,25% | 5864 | صعود ×1 | |||
| PG Procter & Gamble Company (The) Common Stock | $1353603 | 0,25% | 8074 | صعود ×1 | |||
| XMHQ | $1340784 | 0,25% | 13616 | صعود ×1 | |||
| CIBR First Trust NASDAQ Cybersecurity ETF | $1326386 | 0,24% | 20904 | صعود ×1 | |||
| PFE Pfizer, Inc. Common Stock | $1296601 | 0,24% | 48873 | صعود ×1 | |||
| V Visa Inc. | $1284308 | 0,24% | 4064 | صعود ×1 | |||
| MUB | $1267179 | 0,23% | 11893 | صعود ×1 | |||
| BMY Bristol-Myers Squibb Company Common Stock | $1267121 | 0,23% | 22403 | صعود ×1 | |||
| SPHQ | $1257655 | 0,23% | 18763 | صعود ×1 | |||
| FDL | $1244765 | 0,23% | 30918 | صعود ×1 | |||
| IEMG | $1230877 | 0,23% | 23571 | صعود ×1 | |||
| UCON | $1230498 | 0,23% | 49919 | صعود ×1 | |||
| IBM International Business Machines Corporation Common Stock | $1208699 | 0,22% | 5498 | صعود ×1 | |||
| VFLO VictoryShares Free Cash Flow ETF | $1207614 | 0,22% | 35424 | صعود ×1 | |||
| FTC First Trust Large Cap Growth AlphaDEX Fund | $1200019 | 0,22% | 8680 | صعود ×1 | |||
| IWR | $1191071 | 0,22% | 13474 | صعود ×1 | |||
| DIA | $1178420 | 0,22% | 2769 | صعود ×1 | |||
| VNQ | $1175067 | 0,22% | 13191 | صعود ×1 | |||
| DXJ | $1168412 | 0,21% | 10594 | صعود ×1 | |||
| IWM | $1154514 | 0,21% | 5225 | صعود ×1 | |||
| HD Home Depot, Inc. (The) Common Stock | $1149985 | 0,21% | 2956 | صعود ×1 | |||
| MO Altria Group, Inc. | $1135566 | 0,21% | 21717 | صعود ×1 | |||
| HMOP | $1113610 | 0,20% | 28805 | صعود ×1 | |||
| QMOM Alpha Architect U.S. Quantitative Momentum ETF | $1099219 | 0,20% | 17140 | صعود ×1 | |||
| MS Morgan Stanley Common Stock | $1095328 | 0,20% | 8712 | صعود ×1 | |||
| QVAL Alpha Architect U.S. Quantitative Value ETF | $1087573 | 0,20% | 24363 | صعود ×1 | |||
| COST Costco Wholesale Corporation - Common Stock | $1086004 | 0,20% | 1185 | صعود ×1 | |||
| FIXD First Trust Smith Opportunistic Fixed Income ETF | $1060420 | 0,19% | 24678 | صعود ×1 | |||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $1040667 | 0,19% | 2057 | صعود ×1 | |||
| MRK Merck & Company, Inc. Common Stock (new) | $1030773 | 0,19% | 10362 | صعود ×1 | |||
| SCHX | $1014055 | 0,19% | 43747 | صعود ×1 | |||
| IWD | $950099 | 0,17% | 5132 | صعود ×1 | |||
| MA Mastercard Incorporated Common Stock | $944917 | 0,17% | 1794 | صعود ×1 | |||
| لا توجد نتائج مطابقة | |||||||
أكبر الرهانات الجديدة
مراكز جديدة تم فتحها هذا الربع، الأكبر أولاً.
| الأمان | القيمة | الأسهم | % من المحفظة |
|---|---|---|---|
| VUG | $47204531 | 115010 | 8,68% |
| VTV | $43743521 | 258379 | 8,04% |
| VBK | $20686217 | 73864 | 3,80% |
| IEF | $17841346 | 192984 | 3,28% |
| BIL | $16565695 | 181184 | 3,05% |
| VWO | $16549742 | 375789 | 3,04% |
| VTEB | $14594234 | 291128 | 2,68% |
| VBR | $14242833 | 71868 | 2,62% |
| AAPL | $13945571 | 55689 | 2,56% |
| IWF | $11132072 | 27721 | 2,05% |
| EFG | $10315683 | 106534 | 1,90% |
| MSFT | $8704643 | 20652 | 1,60% |
| HEDJ | $8453661 | 193359 | 1,55% |
| VOO | $7151580 | 13273 | 1,31% |
| QQQ | $7033748 | 13758 | 1,29% |