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CIK: 0001845743
Total reported value
$310.2M
$310.2M
160 檔
16.8%
As reported in its official Q4 2024 Form 13F filing, Firethorn Wealth Partners, LLC's tracked investment portfolio stood at $310.2M with 160 total positions.
In Q4 2024, Firethorn Wealth Partners, LLC displayed an active expansion posture, initiating 12 new positions and adding to 16 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 7.61% | +0.23% | -5.68% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 5.26% | -0.01% | -7.05% | |
| 3 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 4.86% | +0.12% | -6.07% | |
| 4 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 4.32% | -0.04% | +89.37% | |
| 5 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 3.77% | +1.09% | -6.52% | |
| 6 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 3.38% | -0.69% | -2.71% | |
| 7 | DFAU | Dimensional US Core Equity M | ETF-Other | 3.23% | +0.33% | +27.60% | |
| 8 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 3.23% | -0.17% | -4.71% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 3.18% | -0.01% | +2.82% | |
| 10 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 2.58% | +0.28% | +5.27% | |
| 11 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 2.46% | -0.75% | +3.14% | |
| 12 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 2.14% | -0.19% | -16.79% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 2.04% | -0.06% | +1.60% | |
| 14 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.83% | +0.23% | -2.45% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.62% | -0.06% | -0.54% | |
| 16 | SOFI | Sofi Technologies Inc | Stock-Financials | 1.53% | -0.04% | -30.40% | |
| 17 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.46% | -0.13% | +1.04% | |
| 18 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 1.43% | — | +1.25% | |
| 19 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 1.23% | -0.21% | +91.59% | |
| 20 | IYW | Ishares Ustechnology ETF | ETF-Tech | 1.16% | +0.18% | -5.87% | |
| 21 | BBUS | Jpmorgan Betabuilders US Equ | ETF-Other | 1.11% | -0.06% | +1.47% | |
| 22 | DFIC | Dimensional International Co | ETF-Other | 1.07% | -0.09% | -0.63% | |
| 23 | DUHP | Dimensional US High Profi Et | ETF-Other | 0.99% | -0.02% | -2.74% | |
| 24 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.97% | +0.16% | +2.18% | |
| 25 | DFGP | Dimensional Glbl Core Pl Fix | ETF-Other | 0.96% | -0.07% | +8.73% | |
| 26 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.96% | -0.04% | -2.96% | |
| 27 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.93% | -0.08% | -7.07% | |
| 28 | MBB | Ishares Mbs ETF | ETF-Other | 0.82% | -0.15% | +0.21% | |
| 29 | CSX | Csx CORP | Stock-Industrials | 0.79% | +0.01% | +0.26% | |
| 30 | DFAI | Dimensional International Co | ETF-Other | 0.71% | +0.02% | +37.05% | |
| 31 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.68% | -0.15% | +3.73% | |
| 32 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.65% | +0.06% | -6.78% | |
| 33 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.64% | +0.01% | +202.79% | |
| 34 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 0.61% | -0.05% | -11.83% | |
| 35 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.59% | -0.01% | -0.07% | |
| 36 | DFSD | Dimensional Short Duration | ETF-Other | 0.57% | -0.05% | +13.49% | |
| 37 | XOM | Exxon Mobil CORP | Stock-Energy | 0.54% | -0.14% | +0.17% | |
| 38 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.53% | — | -1.44% | |
| 39 | SYBT | Stock Yards Bancorp Inc | Stock-Other | 0.52% | +0.01% | +0.94% | |
| 40 | SO | Southern Co/the | Stock-Utilities | 0.51% | -0.08% | +0.43% | |
| 41 | KKR | Kkr & Co Inc | Stock-Financials | 0.50% | -0.03% | -0.97% | |
| 42 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.50% | -0.53% | -3.89% | |
| 43 | HUBB | Hubbell Inc | Stock-Industrials | 0.48% | — | — | |
| 44 | WMT | Walmart Inc | Stock-Consumer Staples | 0.47% | -0.09% | +2.98% | |
| 45 | AFL | Aflac Inc | Stock-Financials | 0.46% | -0.02% | +2.67% | |
| 46 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 0.45% | -0.20% | — | |
| 47 | NVDA | Nvidia CORP | Stock-Tech | 0.45% | +0.07% | +2.46% | |
| 48 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.45% | -0.11% | +0.13% | |
| 49 | IVLU | Ishares Msci International V | ETF-Other | 0.44% | -0.04% | +27.02% | |
| 50 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.43% | -0.03% | +0.91% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | JAAA | Janus Henderson Aaa Clo ETF | +2% | +89.37% | Add |
| 2 | DFAU | Dimensional US Core Equity M | +0.7% | +27.60% | Add |
| 3 | SOFI | Sofi Technologies Inc | +0.5% | -30.40% | Trim |
| 4 | SPMO | Invesco S&p 500 Momentum ETF | +0.5% | NEW | New buy |
| 5 | AAPL | Apple Inc | +0.2% | +2.82% | Add |
| 6 | AMZN | Amazon.com Inc | +0.2% | +1.04% | Add |
| 7 | TSLA | Tesla Inc | +0.2% | NEW | New buy |
| 8 | DFAI | Dimensional International Co | +0.1% | +37.05% | Add |
| 9 | MTUM | Ishares Msci USA Momentum Fa | +0.1% | NEW | New buy |
| 10 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | NEW | New buy |
| 11 | MINT | Pimco Enhanced Short Maturit | +0.1% | NEW | New buy |
| 12 | GOOGL | Alphabet Inc-cl A | +0.1% | +2.18% | Add |
| 13 | GLDM | Spdr Gold Minishares Trust | +0.1% | NEW | New buy |
| 14 | BX | Blackstone Inc | +0.1% | NEW | New buy |
| 15 | BIPC | Brookfield Infrastructure-a | +0.1% | NEW | New buy |
| 16 | PEP | Pepsico Inc | +0.1% | NEW | New buy |
| 17 | GS | Goldman Sachs Group Inc | +0.1% | NEW | New buy |
| 18 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | NEW | New buy |
| 19 | AVGO | Broadcom Inc | +0.1% | -1.30% | Trim |
| 20 | DX | Dynex Capital Inc | +0.1% | NEW | New buy |
| 21 | SYBT | Stock Yards Bancorp Inc | +0.1% | +0.94% | Add |
| 22 | DFAE | Dimensional Emerging Core Eq | +0.1% | +40.10% | Add |
| 23 | IAU | Ishares Gold Trust | +0.1% | +61.49% | Add |
| 24 | WMT | Walmart Inc | +0.1% | +2.98% | Add |
| 25 | IVLU | Ishares Msci International V | +0.1% | +27.02% | Add |
| 26 | DFSD | Dimensional Short Duration | +0.1% | +13.49% | Add |
| 27 | IVR | Invesco Mortgage Capital | -0.1% | -8.82% | Trim |
| 28 | IEV | Ishares Europe ETF | -0.1% | -10.53% | Trim |
| 29 | TLT | Ishares 20+ Year Treasury Bd | -0.1% | -1.48% | Trim |
| 30 | NLY | Annaly Capital Management In | -0.1% | -16.46% | Trim |
| 31 | AGNC | Agnc Investment CORP | -0.1% | -17.44% | Trim |
| 32 | PLTR | Palantir Technologies Inc-a | -0.1% | EXIT | Sold out |
| 33 | GE | General Electric | -0.1% | EXIT | Sold out |
| 34 | SPDW | Ste Str Spdr Pt Dw EU ETF | -0.1% | EXIT | Sold out |
| 35 | HCA | Hca Healthcare Inc | -0.1% | EXIT | Sold out |
| 36 | 1939900D | Brookfield Infrastructure-a | -0.1% | EXIT | Sold out |
| 37 | DFCF | Dimensional Core Fixed Inc | -0.1% | -11.83% | Trim |
| 38 | DFIC | Dimensional International Co | -0.1% | -0.63% | Trim |
| 39 | IEMG | Ishares Core Msci Emerging | -0.1% | -6.78% | Trim |
| 40 | SCHZ | Schwab US Aggregate Bond ETF | -0.2% | +91.59% | Add |
| 41 | IVE | Ishares S&p 500 Value ETF | -0.2% | -2.45% | Trim |
| 42 | EMXC | Ishares Msci Emr Mrk Ex Chna | -0.2% | +1.25% | Add |
| 43 | DFAX | Dimensional World Ex US Core | -0.2% | -7.07% | Trim |
| 44 | QUAL | Ishares Msci USA Quality Fac | -0.2% | -2.71% | Trim |
| 45 | EFG | Ishares Msci Eafe Growth ETF | -0.2% | +5.27% | Add |
| 46 | EFV | Ishares Msci Eafe Value ETF | -0.2% | +3.14% | Add |
| 47 | SPYM | Ste Str Spdr Pt S&p 500 ETF | -0.3% | -6.07% | Trim |
| 48 | IVV | Ishares Core S&p 500 ETF | -0.4% | -7.05% | Trim |
| 49 | DFAC | Dimensional US Core Equity 2 | -0.6% | -5.68% | Trim |
| 50 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | -0.6% | -16.79% | Trim |
According to official SEC Form 13F filings, Firethorn Wealth Partners, LLC reported a total U.S. public equity portfolio value of $310.2M across 160 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including DFAC, IVV, SPYM) accounted for 16.8% of total reported equity market value during Q4 2024.
Top New Position Initiated
SPMO
市值: $915.7K
Top Position Liquidated / Trimmed
1939900D
前期市值: $227.8K
During Q4 2024, Firethorn Wealth Partners, LLC's top holdings by market value included DFAC (7.6%)、IVV (5.3%)、SPYM (4.9%). The largest single position, DFAC, represented 7.6% of total portfolio value.
In Q4 2024, Firethorn Wealth Partners, LLC made 50 total portfolio adjustments, initiating 12 new buys, adding to 16 positions, trimming 17 holdings, and fully liquidating 5 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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