Private Portfolio Partners LLC

CIK 1766520 · Ver en SEC EDGAR ↗

Valor de la cartera
$543.9M
#3 578 de 9 443 por valor de 13F · top 37.9%
Posiciones
299
A fecha de
31 de diciembre de 2024 Datos a fecha de Q4 2024
Peso de las 10 principales tenencias
39,81%
Peso de las 25 principales tenencias
58,06%
Posiciones superiores al 1%
21
Número efectivo de posiciones
40,9

Basado solo en tenencias de acciones a largo plazo del 13F (efectivo, bonos, posiciones cortas no reveladas)

Nuevas posiciones
299
Aumentado
0
Disminuido
0
Cerrada
0
En esta página

Desglose por sector

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%
Otro/No mapeado
78,6%

Cartera completa 299 posiciones

Tipo Racha Tendencia 8T
VUG $47 204 531 8,68% 115 010 Subir ×1
VTV $43 743 521 8,04% 258 379 Subir ×1
VBK $20 686 217 3,80% 73 864 Subir ×1
IEF iShares 7-10 Year Treasury Bond ETF $17 841 346 3,28% 192 984 Subir ×1
BIL $16 565 695 3,05% 181 184 Subir ×1
VWO $16 549 742 3,04% 375 789 Subir ×1
VTEB $14 594 234 2,68% 291 128 Subir ×1
VBR $14 242 833 2,62% 71 868 Subir ×1
AAPL Apple Inc. - Common Stock $13 945 571 2,56% 55 689 Subir ×1
IWF $11 132 072 2,05% 27 721 Subir ×1
EFG $10 315 683 1,90% 106 534 Subir ×1
MSFT Microsoft Corporation - Common Stock $8 704 643 1,60% 20 652 Subir ×1
HEDJ $8 453 661 1,55% 193 359 Subir ×1
VOO $7 151 580 1,31% 13 273 Subir ×1
QQQ Invesco QQQ Trust, Series 1 $7 033 748 1,29% 13 758 Subir ×1
NVDA NVIDIA Corporation - Common Stock $7 011 071 1,29% 52 208 Subir ×1
SPY SPY $6 748 369 1,24% 11 514 Subir ×1
DES $6 747 093 1,24% 196 422 Subir ×1
SCZ iShares MSCI EAFE Small-Cap ETF $6 563 143 1,21% 108 035 Subir ×1
VB $6 420 840 1,18% 26 722 Subir ×1
VEA $5 690 437 1,05% 118 997 Subir ×1
EWJ $4 941 115 0,91% 73 638 Subir ×1
AMZN Amazon.com, Inc. - Common Stock $4 612 675 0,85% 21 025 Subir ×1
XOM Exxon Mobil Corporation Common Stock $4 449 880 0,82% 41 367 Subir ×1
EEM $4 415 052 0,81% 105 573 Subir ×1
MOAT $4 388 444 0,81% 47 328 Subir ×1
SCHD $4 209 938 0,77% 154 097 Subir ×1
VGT $3 974 323 0,73% 6 392 Subir ×1
SHY iShares 1-3 Year Treasury Bond ETF $3 833 111 0,70% 46 757 Subir ×1
USFR $3 800 789 0,70% 75 532 Subir ×1
VTI $3 546 470 0,65% 12 237 Subir ×1
IVV $3 407 941 0,63% 5 789 Subir ×1
VIG $3 339 862 0,61% 17 055 Subir ×1
IJH $3 319 707 0,61% 53 277 Subir ×1
VV $3 178 145 0,58% 11 784 Subir ×1
SCHB $3 159 908 0,58% 139 203 Subir ×1
XLE XLE $2 956 822 0,54% 34 518 Subir ×1
BILS $2 952 463 0,54% 29 778 Subir ×1
GOOGL Alphabet Inc. - Class A Common Stock $2 801 599 0,52% 14 800 Subir ×1
VYM $2 652 596 0,49% 20 790 Subir ×1
CVX Chevron Corporation Common Stock $2 536 690 0,47% 17 514 Subir ×1
LLY Eli Lilly and Company Common Stock $2 461 797 0,45% 3 189 Subir ×1
DVY iShares Select Dividend ETF $2 399 012 0,44% 18 273 Subir ×1
XLK XLK $2 362 093 0,43% 10 159 Subir ×1
FTSL First Trust Senior Loan Fund $2 314 697 0,43% 50 058 Subir ×1
XLV XLV $2 309 194 0,42% 16 786 Subir ×1
IJR $2 299 621 0,42% 19 959 Subir ×1
SPYG $2 202 869 0,41% 25 061 Subir ×1
JPM JP Morgan Chase & Co. Common Stock $2 091 045 0,38% 8 723 Subir ×1
TOTL $2 026 948 0,37% 51 458 Subir ×1
BRKB $2 022 535 0,37% 4 462 Subir ×1
META Meta Platforms, Inc. - Class A Common Stock $1 971 683 0,36% 3 367 Subir ×1
ABBV AbbVie Inc. Common Stock $1 804 358 0,33% 10 154 Subir ×1
SUB $1 735 146 0,32% 16 450 Subir ×1
OUSA $1 728 165 0,32% 32 533 Subir ×1
VWOB Vanguard Emerging Markets Government Bond ETF $1 681 287 0,31% 26 624 Subir ×1
RSP $1 643 570 0,30% 9 380 Subir ×1
VO $1 642 478 0,30% 6 218 Subir ×1
JNJ Johnson & Johnson Common Stock $1 594 099 0,29% 11 023 Subir ×1
XLU XLU $1 583 266 0,29% 20 918 Subir ×1
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF $1 558 556 0,29% 17 504 Subir ×1
VSS $1 517 967 0,28% 13 260 Subir ×1
LIN Linde plc - Ordinary Shares $1 490 680 0,27% 3 561 Subir ×1
BA Boeing Company (The) Common Stock $1 483 968 0,27% 8 384 Subir ×1
VPU $1 464 440 0,27% 8 961 Subir ×1
GLD $1 455 443 0,27% 6 011 Subir ×1
GBAB Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust Common Shares of Beneficial Interest $1 414 871 0,26% 93 084 Subir ×1
AVGO Broadcom Inc. - Common Stock $1 359 419 0,25% 5 864 Subir ×1
PG Procter & Gamble Company (The) Common Stock $1 353 603 0,25% 8 074 Subir ×1
XMHQ $1 340 784 0,25% 13 616 Subir ×1
CIBR First Trust NASDAQ Cybersecurity ETF $1 326 386 0,24% 20 904 Subir ×1
PFE Pfizer, Inc. Common Stock $1 296 601 0,24% 48 873 Subir ×1
V Visa Inc. $1 284 308 0,24% 4 064 Subir ×1
MUB $1 267 179 0,23% 11 893 Subir ×1
BMY Bristol-Myers Squibb Company Common Stock $1 267 121 0,23% 22 403 Subir ×1
SPHQ $1 257 655 0,23% 18 763 Subir ×1
FDL $1 244 765 0,23% 30 918 Subir ×1
IEMG $1 230 877 0,23% 23 571 Subir ×1
UCON $1 230 498 0,23% 49 919 Subir ×1
IBM International Business Machines Corporation Common Stock $1 208 699 0,22% 5 498 Subir ×1
VFLO VictoryShares Free Cash Flow ETF $1 207 614 0,22% 35 424 Subir ×1
FTC First Trust Large Cap Growth AlphaDEX Fund $1 200 019 0,22% 8 680 Subir ×1
IWR $1 191 071 0,22% 13 474 Subir ×1
DIA $1 178 420 0,22% 2 769 Subir ×1
VNQ $1 175 067 0,22% 13 191 Subir ×1
DXJ $1 168 412 0,21% 10 594 Subir ×1
IWM $1 154 514 0,21% 5 225 Subir ×1
HD Home Depot, Inc. (The) Common Stock $1 149 985 0,21% 2 956 Subir ×1
MO Altria Group, Inc. $1 135 566 0,21% 21 717 Subir ×1
HMOP $1 113 610 0,20% 28 805 Subir ×1
QMOM Alpha Architect U.S. Quantitative Momentum ETF $1 099 219 0,20% 17 140 Subir ×1
MS Morgan Stanley Common Stock $1 095 328 0,20% 8 712 Subir ×1
QVAL Alpha Architect U.S. Quantitative Value ETF $1 087 573 0,20% 24 363 Subir ×1
COST Costco Wholesale Corporation - Common Stock $1 086 004 0,20% 1 185 Subir ×1
FIXD First Trust Smith Opportunistic Fixed Income ETF $1 060 420 0,19% 24 678 Subir ×1
UNH UnitedHealth Group Incorporated Common Stock (DE) $1 040 667 0,19% 2 057 Subir ×1
MRK Merck & Company, Inc. Common Stock (new) $1 030 773 0,19% 10 362 Subir ×1
SCHX $1 014 055 0,19% 43 747 Subir ×1
IWD $950 099 0,17% 5 132 Subir ×1
MA Mastercard Incorporated Common Stock $944 917 0,17% 1 794 Subir ×1

Mayores apuestas nuevas

Nuevas posiciones abiertas este trimestre, las mayores primero.

Valor Valor Acciones % de la cartera
VUG $47 204 531 115 010 8,68%
VTV $43 743 521 258 379 8,04%
VBK $20 686 217 73 864 3,80%
IEF $17 841 346 192 984 3,28%
BIL $16 565 695 181 184 3,05%
VWO $16 549 742 375 789 3,04%
VTEB $14 594 234 291 128 2,68%
VBR $14 242 833 71 868 2,62%
AAPL $13 945 571 55 689 2,56%
IWF $11 132 072 27 721 2,05%
EFG $10 315 683 106 534 1,90%
MSFT $8 704 643 20 652 1,60%
HEDJ $8 453 661 193 359 1,55%
VOO $7 151 580 13 273 1,31%
QQQ $7 033 748 13 758 1,29%