White Wing Wealth Management
Latest statistics and disclosures from White Wing Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VTI, JPST, VEA, VB, QQQ, and represent 68.14% of White Wing Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: VTI (+$8.0M), SCHJ, VIG, DFAT, ISCF, DFEV, QQQ, DFSD, FTSM, DFNM.
- Started 7 new stock positions in AMD, DFAT, DFEV, FTSM, VIG, ISCF, SCHJ.
- Reduced shares in these 10 stocks: VTV (-$5.3M), VBR, SCHE, SCZ, VCSH, VEA, JPST, FUMB, BA, DFAR.
- Sold out of its position in BA.
- White Wing Wealth Management was a net buyer of stock by $5.9M.
- White Wing Wealth Management has $121M in assets under management (AUM), dropping by 10.84%.
- Central Index Key (CIK): 0002001473
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White Wing Wealth Management holds 30 positions in its portfolio as reported in the March 2024 quarterly 13F filing
Past Filings by White Wing Wealth Management
SEC 13F filings are viewable for White Wing Wealth Management going back to 2023
- White Wing Wealth Management 2024 Q1 filed April 17, 2024
- White Wing Wealth Management 2023 Q4 filed Jan. 25, 2024