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| Entity | Shares/Amount
Change | Position Value
Change |
|---|
| JMUB |
+120,109 | +$6,094 | | GSBD |
+32,099 | +$481 |
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| Entity | Shares/Amount
Change | Position Value
Change |
|---|
| MED |
-48,598 | -$3,267 | | VTV |
-15,641 | -$2,338 | | VWO |
-23,023 | -$946 | | PDBC |
-66,359 | -$883 | | MSFT |
-2,000 | -$752 | | BRK |
-1,921 | -$685 | | ORCL |
-5,903 | -$622 | | BIZD |
-27,309 | -$438 | | HYMB |
-16,750 | -$424 | | AGG |
-3,685 | -$366 |
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| Entity | Shares/Amount
Change | Position Value
Change |
|---|
| DBC |
+56,302 | +$1,460 | | IJH |
+47,694 | -$640 | | IWF |
+2,671 | +$1,161 | | XLRE |
+399 | -$18 | | TIP |
-5,199 | -$562 | | EFA |
-6,023 | -$378 | | GLD |
-12,875 | -$2,039 | | VOO |
-16,142 | -$4,636 | | SPY |
-24,496 | -$8,539 | | SCHD |
-50,751 | -$2,792 |
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| Entity | Shares/Amount
Change | Position Value
Change |
|---|
| IEFA |
-122,948 | -$6,489 | | IEMG |
-54,227 | -$2,450 |
Size ($ in 1000's)
At 03/31/2024: $168,702
At 12/31/2023: $199,510
Olympus Wealth Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Olympus Wealth Management LLC 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, we find all stocks held by Olympus Wealth Management LLC to be as follows, presented in the
table below with each row detailing each Olympus Wealth Management LLC position, ordered by largest to smallest position size.
The all-stocks-held-by-Olympus Wealth Management LLC table shows the entity held in the first column (click any entity to explore other funds
holding positions), the share amount held, the share count change between the last two reporting periods, and finally the
position size for all stocks held by Olympus Wealth Management LLC as of the latest filing.
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ 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 | | GOLDMAN SACHS BDC INC |
32,099 |
+32,099 |
$481 | | GSBD | 32,099 | +32,099 | $481 |  ISHARES TR |
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$0 (exited) | | AGG | 0 | -3,685 | $0 | | VANECK ETF TRUST |
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$0 (exited) | | BIZD | 0 | -27,309 | $0 | | VANGUARD CHARLOTTE FDS |
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$0 (exited) | | BNDX | 0 | -5,306 | $0 | | BERKSHIRE HATHAWAY INC DEL |
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$0 (exited) | | BRK.B | 0 | -1,921 | $0 | | ISHARES TR |
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$0 (exited) | | HYG | 0 | -3,437 | $0 | | SPDR SER TR |
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$0 (exited) | | HYMB | 0 | -16,750 | $0 | | MEDIFAST INC |
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$0 (exited) | | MED | 0 | -48,598 | $0 | | MICROSOFT CORP |
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$0 (exited) | | MSFT | 0 | -2,000 | $0 | | ORACLE CORP |
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$0 (exited) | | ORCL | 0 | -5,903 | $0 | | INVESCO ACTVELY MNGD ETC FD |
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$0 (exited) | | PDBC | 0 | -66,359 | $0 | | ISHARES TR |
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$0 (exited) | | STIP | 0 | -2,153 | $0 | | VANGUARD INDEX FDS |
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$0 (exited) | | VTV | 0 | -15,641 | $0 | | VANGUARD INTL EQUITY INDEX F |
0 |
-23,023 |
$0 (exited) | | VWO | 0 | -23,023 | $0 |
See Summary: Olympus Wealth Management LLC Top Holdings
See Details: Top 10 Stocks Held By Olympus Wealth Management LLC
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