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CIK: 0002055065
Total reported value
$223.4M
$223.4M
459 檔
8.1%
The Q4 2024 SEC filing reveals that Noble Wealth Management PBC held a total portfolio value of $223.4M, covering 459 public equity positions.
During Q4 2024, Noble Wealth Management PBC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 459 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.68% | -0.77% | — | |
| 2 | FIGB | Fidelity Invest Grd Bnd ETF | ETF-Other | 2.63% | -1.24% | — | |
| 3 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 2.40% | -1.94% | — | |
| 4 | PDI | Pimco Dynamic Income Fund | Stock-Financials | 2.39% | -4.97% | — | |
| 5 | TSLA | Tesla Inc | Stock-Consumer Disc | 2.39% | -0.03% | — | |
| 6 | GSEW | Goldman Sachs Eql Wght Large | ETF-Commodities | 2.32% | -0.91% | — | |
| 7 | FSCO | Fs Credit Opportunities CORP | Stock-Other | 2.26% | -1.11% | — | |
| 8 | FMDE | Fidelity Enhanced Mid Cap Co | ETF-Other | 2.13% | -2.10% | — | |
| 9 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.04% | -1.47% | — | |
| 10 | GJUN | Ft Vest US Equity Moderate B | ETF-Other | 1.93% | — | — | |
| 11 | XSMO | Invesco S&p Smallcap Momentu | ETF-Other | 1.88% | -1.51% | — | |
| 12 | GLD | Spdr Gold Shares | ETF-Commodities | 1.79% | -2.98% | — | |
| 13 | PFN | Pimco Income Strategy Fd Ii | Stock-Other | 1.72% | -0.24% | — | |
| 14 | FLC | Flaherty & Crumrine Ttl Rtrn | Stock-Other | 1.71% | -1.82% | — | |
| 15 | SNOV | Ft Vest US Small Cap Moderat | ETF-Small Cap | 1.71% | -0.03% | — | |
| 16 | FINS | Angel Oak Financ Strat Inc | Stock-Other | 1.68% | -1.51% | — | |
| 17 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.64% | -0.01% | — | |
| 18 | GNOV | Ft Vest US Equity Moderate B | ETF-Other | 1.54% | -0.04% | — | |
| 19 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.50% | -0.96% | — | |
| 20 | ICSH | Ishares Ultra Short Duration | ETF-Other | 1.46% | -0.02% | — | |
| 21 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.44% | -0.79% | — | |
| 22 | AAPL | Apple Inc | Stock-Tech | 1.40% | -2.91% | — | |
| 23 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.32% | -0.84% | — | |
| 24 | RA | Brookfield Real Assets Incom | Stock-Other | 1.29% | -0.82% | — | |
| 25 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 1.27% | -0.35% | — | |
| 26 | RSJN | Ft Vest US Eqt Eq Wgt Buf Jn | ETF-Other | 1.22% | — | — | |
| 27 | XBMNX | Blackrock 2037 Muni Trgt Trm | Stock-Other | 1.10% | -0.11% | — | |
| 28 | VLUE | Ishares Msci USA Value Facto | ETF-Other | 1.10% | -0.46% | — | |
| 29 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.09% | -0.53% | — | |
| 30 | PHK | Pimco High Income Fund | Stock-Other | 1.08% | -0.20% | — | |
| 31 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 1.05% | -2.07% | — | |
| 32 | XC | Wisdomtree True Emerging Mar | ETF-Emerging Markets | 1.04% | -1.87% | — | |
| 33 | NMCO | Nuveen Municipal Credit Opp | Stock-Other | 1.02% | -0.24% | — | |
| 34 | AJUL | Invtor Edp ETF 2yr To Jy2026 | ETF-Other | 0.97% | -0.01% | — | |
| 35 | QJUN | Ft Vest Nasdaq-100 Buffer Et | ETF-Tech | 0.96% | -0.01% | — | |
| 36 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.94% | -0.47% | — | |
| 37 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.89% | -0.42% | — | |
| 38 | MHD | Blackrock Muniholdings Fund | Stock-Other | 0.88% | -0.39% | — | |
| 39 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.84% | -0.22% | — | |
| 40 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.82% | -0.03% | — | |
| 41 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.81% | -1.41% | — | |
| 42 | IGLB | Ishares 10+ Year Inv Gr CORP | ETF-Other | 0.80% | — | — | |
| 43 | VFL | Abrdn National Municipal Inc | Stock-Other | 0.80% | -0.41% | — | |
| 44 | YJUN | Ft Vest Int Eq Modt Etf-june | ETF-Other | 0.77% | -0.01% | — | |
| 45 | XFFCX | Flaherty & Crumrine Pref Inc | Stock-Other | 0.76% | -0.32% | — | |
| 46 | GSY | Invesco Ultra Short Duration | ETF-Other | 0.71% | -0.01% | — | |
| 47 | GOCT | Ft Vest US Equity Moderate B | ETF-Other | 0.67% | -0.03% | — | |
| 48 | MSFT | Microsoft CORP | Stock-Tech | 0.65% | -0.44% | — | |
| 49 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 0.65% | -0.73% | — | |
| 50 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.65% | -0.44% | — |
According to official SEC Form 13F filings, Noble Wealth Management PBC reported a total U.S. public equity portfolio value of $223.4M across 459 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 IJR, FIGB, BUFR) accounted for 8.1% of total reported equity market value during Q4 2024.
During Q4 2024, Noble Wealth Management PBC's top holdings by market value included IJR (2.7%)、FIGB (2.6%)、BUFR (2.4%). The largest single position, IJR, represented 2.7% of total portfolio value.
In Q4 2024, Noble Wealth Management PBC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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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