Marble Wealth, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
MW Marble Wealth, LLC | Institutional Filer | ▼ 20.64% | $571.4M | 222 |
Current Portfolio Holdings
Showing all 222 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | — | 89K | $58.1M | 10.18% |
| 2 | VUG | VANGUARD INDEX FDS | — | 75K | $32.6M | 5.71% |
| 3 | AAPL | Apple Inc. | Technology | 97K | $24.7M | 4.33% |
| 4 | NVDA | NVIDIA Corporation | Technology | 134K | $23.3M | 4.08% |
| 5 | IEFA | ISHARES TR | — | 228K | $20.7M | 3.62% |
| 6 | VOO | VANGUARD INDEX FDS | — | 32K | $19.1M | 3.35% |
| 7 | VFLO | VICTORY PORTFOLIOS II | — | 466K | $18.4M | 3.22% |
| 8 | GOOGL | Alphabet Inc. | Technology | 53K | $15.1M | 2.65% |
| 9 | VIG | VANGUARD SPECIALIZED FUNDS | — | 69K | $14.8M | 2.59% |
| 10 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 67K | $13.9M | 2.44% |
| 11 | MSFT | Microsoft Corporation | Technology | 37K | $13.8M | 2.41% |
| 12 | COWZ | PACER FDS TR | — | 209K | $13.0M | 2.28% |
| 13 | AVGO | Broadcom Inc. | Technology | 42K | $13.0M | 2.27% |
| 14 | IEMG | ISHARES INC | — | 168K | $11.7M | 2.06% |
| 15 | WMT | Walmart Inc. | Consumer Defensive | 84K | $10.4M | 1.83% |
Showing 1 to 15 of 222 holdings