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Size ($ in 1000's)
At 03/31/2024: $168,702
At 12/31/2023: $199,510
Olympus Wealth Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Olympus Wealth Management LLC 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, below is a summary of the Olympus Wealth Management LLC top holdings by largest position size, as per the latest 13f filing made by Olympus Wealth Management LLC.
In the Olympus Wealth Management LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Olympus Wealth Management LLC in that top holding, then the share count change between reporting periods, and finally the Olympus Wealth Management LLC top holding position size
for that row.
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
|---|
| ISHARES TR (IEFA) |
558,119 |
-122,948 |
$41,424 | | IEFA | 558,119 | -122,948 | $41,424 | | SPDR S&P 500 ETF TR (SPY) |
64,989 |
-24,496 |
$33,994 | | SPY | 64,989 | -24,496 | $33,994 | | VANGUARD INDEX FDS (VOO) |
54,994 |
-16,142 |
$26,436 | | VOO | 54,994 | -16,142 | $26,436 | | SCHWAB STRATEGIC TR |
237,933 |
-50,751 |
$19,185 | | SCHD | 237,933 | -50,751 | $19,185 | | ISHARES INC (IEMG) |
287,369 |
-54,227 |
$14,828 | | IEMG | 287,369 | -54,227 | $14,828 | | J P MORGAN EXCHANGE TRADED F (JMUB) |
120,109 |
+120,109 |
$6,094 | | JMUB | 120,109 | +120,109 | $6,094 | | SPDR GOLD TR (GLD) |
29,061 |
-12,875 |
$5,978 | | GLD | 29,061 | -12,875 | $5,978 | | INVESCO DB COMMDY INDX TRCK |
235,361 |
+56,302 |
$5,406 | | DBC | 235,361 | +56,302 | $5,406 | | ISHARES TR (IJH) |
64,034 |
+47,694 |
$3,889 | | IJH | 64,034 | +47,694 | $3,889 | | ISHARES TR (TIP) |
33,779 |
-5,199 |
$3,628 | | TIP | 33,779 | -5,199 | $3,628 | | ISHARES TR (IWF) |
10,353 |
+2,671 |
$3,490 | | IWF | 10,353 | +2,671 | $3,490 | | SELECT SECTOR SPDR TR (XLRE) |
63,850 |
+399 |
$2,524 | | XLRE | 63,850 | +399 | $2,524 | | ISHARES TR (EFA) |
16,848 |
-6,023 |
$1,345 | | EFA | 16,848 | -6,023 | $1,345 |
See Full List: All Stocks Held By Olympus Wealth Management LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Olympus Wealth Management LLC
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