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Size ($ in 1000's)
At 03/31/2024: $169,784
At 12/31/2023: $152,541
Firethorn Wealth Partners LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Firethorn Wealth Partners LLC 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, below is a summary of the Firethorn Wealth Partners LLC top holdings by largest position size, as per the latest 13f filing made by Firethorn Wealth Partners LLC.
In the Firethorn Wealth Partners LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Firethorn Wealth Partners LLC in that top holding, then the share count change between reporting periods, and finally the Firethorn Wealth Partners LLC top holding position size
for that row.
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
|---|
| DIMENSIONAL ETF TRUST (DFAC) |
480,945 |
+1,363 |
$15,366 | | DFAC | 480,945 | +1,363 | $15,366 | | ISHARES TR (IVV) |
26,717 |
-940 |
$14,046 | | IVV | 26,717 | -940 | $14,046 | | SPDR SER TR (SPLG) |
208,144 |
-11,859 |
$12,807 | | SPLG | 208,144 | -11,859 | $12,807 | | ISHARES TR (QUAL) |
36,652 |
-5,899 |
$6,024 | | QUAL | 36,652 | -5,899 | $6,024 | | ISHARES TR (IUSB) |
104,853 |
+35,924 |
$4,780 | | IUSB | 104,853 | +35,924 | $4,780 | | ISHARES TR (EFV) |
81,882 |
-13,596 |
$4,454 | | EFV | 81,882 | -13,596 | $4,454 | | APPLE INC |
24,980 |
+3,897 |
$4,284 | | AAPL | 24,980 | +3,897 | $4,284 | | BLACKROCK ETF TRUST (DYNF) |
96,030 |
+96,030 |
$4,264 | | DYNF | 96,030 | +96,030 | $4,264 | | MICROSOFT CORP |
9,169 |
+376 |
$3,858 | | MSFT | 9,169 | +376 | $3,858 | | ISHARES TR (EFG) |
35,917 |
+2,085 |
$3,728 | | EFG | 35,917 | +2,085 | $3,728 | | ISHARES TR (IVE) |
18,868 |
+18,868 |
$3,525 | | IVE | 18,868 | +18,868 | $3,525 | | DIMENSIONAL ETF TRUST (DFAX) |
108,335 |
-41,541 |
$2,756 | | DFAX | 108,335 | -41,541 | $2,756 | | DIMENSIONAL ETF TRUST (DFAU) |
74,381 |
-20,737 |
$2,718 | | DFAU | 74,381 | -20,737 | $2,718 | | SCHWAB STRATEGIC TR |
55,181 |
+4,663 |
$2,538 | | SCHZ | 55,181 | +4,663 | $2,538 | | ISHARES TR (IVW) |
30,036 |
+7,993 |
$2,536 | | IVW | 30,036 | +7,993 | $2,536 |  BERKSHIRE HATHAWAY INC DEL |
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$2,377 | | BRK.B | 5,652 | +291 | $2,377 | | ISHARES TR (ESGU) |
20,504 |
-16,864 |
$2,357 | | ESGU | 20,504 | -16,864 | $2,357 | | ISHARES TR (IYW) |
17,121 |
+980 |
$2,312 | | IYW | 17,121 | +980 | $2,312 | | AMAZON COM INC |
11,152 |
+1,056 |
$2,012 | | AMZN | 11,152 | +1,056 | $2,012 | | DIMENSIONAL ETF TRUST (DFCF) |
46,712 |
-15,787 |
$1,960 | | DFCF | 46,712 | -15,787 | $1,960 | | CSX CORP |
50,143 |
+234 |
$1,859 | | CSX | 50,143 | +234 | $1,859 | | DIMENSIONAL ETF TRUST (DFIC) |
66,699 |
+22,215 |
$1,784 | | DFIC | 66,699 | +22,215 | $1,784 | | DIMENSIONAL ETF TRUST (DUHP) |
56,221 |
+18,987 |
$1,777 | | DUHP | 56,221 | +18,987 | $1,777 | | ISHARES INC (EMXC) |
30,786 |
+10,639 |
$1,772 | | EMXC | 30,786 | +10,639 | $1,772 | | DIMENSIONAL ETF TRUST (DFSV) |
58,284 |
+20,126 |
$1,754 | | DFSV | 58,284 | +20,126 | $1,754 | | ISHARES TR (MBB) |
18,111 |
+18 |
$1,674 | | MBB | 18,111 | +18 | $1,674 | | ISHARES INC (IEMG) |
27,858 |
-12,291 |
$1,437 | | IEMG | 27,858 | -12,291 | $1,437 | | DIMENSIONAL ETF TRUST (DFGP) |
26,709 |
+19,744 |
$1,426 | | DFGP | 26,709 | +19,744 | $1,426 | | ALPHABET INC |
9,289 |
-101 |
$1,402 | | GOOGL | 9,289 | -101 | $1,402 | | SOFI TECHNOLOGIES INC |
171,979 |
-33,737 |
$1,255 | | SOFI | 171,979 | +20,763 | $1,255 | | ISHARES TR (TLT) |
13,249 |
-899 |
$1,254 | | TLT | 13,249 | -899 | $1,254 | | VANGUARD MUN BD FDS (VTEB) |
23,660 |
-709 |
$1,197 | | VTEB | 23,660 | -709 | $1,197 | | EXXON MOBIL CORP |
10,035 |
-44 |
$1,166 | | XOM | 10,035 | -44 | $1,166 | | ISHARES TR (OEF) |
4,437 |
-6,879 |
$1,098 | | OEF | 4,437 | -6,879 | $1,098 | | SCHWAB STRATEGIC TR |
17,900 |
+37 |
$1,093 | | SCHB | 17,900 | +37 | $1,093 | | JOHNSON & JOHNSON |
6,898 |
+595 |
$1,091 | | JNJ | 6,898 | +595 | $1,091 | | VICTORY PORTFOLIOS II |
30,129 |
+807 |
$1,079 | | MODL | 30,129 | +807 | $1,079 | | J P MORGAN EXCHANGE TRADED F (BBUS) |
11,132 |
+7,531 |
$1,051 | | BBUS | 11,132 | +7,531 | $1,051 | | HUBBELL INC |
2,325 |
+1 |
$965 | | HUBB | 2,325 | +1 | $965 | | ISHARES TR (HEFA) |
25,132 |
+25,132 |
$877 | | HEFA | 25,132 | +25,132 | $877 | | ISHARES TR (IVLU) |
30,972 |
-823 |
$874 | | IVLU | 30,972 | -823 | $874 | | PROCTER AND GAMBLE CO |
5,157 |
-174 |
$837 | | PG | 5,157 | -174 | $837 | | F N B CORP |
55,996 |
UNCH |
$790 | | FNB | 55,996 | UNCH | $790 | | STOCK YDS BANCORP INC |
15,482 |
UNCH |
$757 | | SYBT | 15,482 | UNCH | $757 | | SOUTHERN CO |
10,474 |
-217 |
$751 | | SO | 10,474 | -217 | $751 | | ISHARES TR (IWB) |
2,602 |
-198 |
$749 | | IWB | 2,602 | -198 | $749 | | AFLAC INC |
8,649 |
+52 |
$743 | | AFL | 8,649 | +52 | $743 | | KKR & CO INC |
7,389 |
-335 |
$743 | | KKR | 7,389 | -335 | $743 | | DIMENSIONAL ETF TRUST (DFIP) |
17,991 |
-8,779 |
$742 | | DFIP | 17,991 | -8,779 | $742 | | AGNC INVT CORP |
74,503 |
+10,982 |
$738 | | AGNC | 74,503 | +10,982 | $738 |
See Full List: All Stocks Held By Firethorn Wealth Partners LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Firethorn Wealth Partners LLC
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