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CIK: 0001763146
Total reported value
$958.1M
$958.1M
223 檔
27.0%
In Q4 2024, Wahed Invest LLC's U.S. equity holdings reached a combined market value of $958.1M, distributed across 223 disclosed stock positions.
During Q4 2024, Wahed Invest LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, META) accounted for 27.0% of total reported equity market value during Q4 2024.
Showing top 200 holdings (of 223 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 15.12% | -2.04% | +3.40% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 13.19% | -2.16% | +4.79% | |
| 3 | META | Meta Platforms Inc-class A | Stock-Comm Services | 5.36% | -1.07% | +4.13% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.68% | -0.34% | +4.59% | |
| 5 | TSLA | Tesla Inc | Stock-Consumer Disc | 4.63% | -0.48% | +2.86% | |
| 6 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.88% | -0.31% | +2.97% | |
| 7 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 2.36% | -0.90% | +12.49% | |
| 8 | XOM | Exxon Mobil CORP | Stock-Energy | 2.06% | -2.33% | EXIT | |
| 9 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.69% | -0.27% | +6.53% | |
| 10 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.49% | -0.40% | +6.53% | |
| 11 | CRM | Salesforce Inc | Stock-Tech | 1.27% | -0.24% | +1.73% | |
| 12 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.08% | -0.19% | +6.53% | |
| 13 | CVX | Chevron CORP | Stock-Energy | 1.04% | -0.49% | +3.77% | |
| 14 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.03% | -0.20% | +6.53% | |
| 15 | CSCO | Cisco Systems Inc | Stock-Tech | 1.02% | +0.15% | +5.97% | |
| 16 | NOW | Servicenow Inc | Stock-Tech | 0.91% | -0.11% | +5.42% | |
| 17 | LIN | Linde plc | Stock-Materials | 0.86% | -0.18% | +6.53% | |
| 18 | IBM | Intl Business Machines CORP | Stock-Tech | 0.85% | -0.74% | EXIT | |
| 19 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.84% | -0.61% | EXIT | |
| 20 | ABT | Abbott Laboratories | Stock-Healthcare | 0.83% | -0.19% | +6.48% | |
| 21 | ADBE | Adobe Inc | Stock-Tech | 0.82% | -0.12% | +4.76% | |
| 22 | AMD | Advanced Micro Devices | Stock-Tech | 0.80% | +1.28% | +2.29% | |
| 23 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.79% | — | -22.22% | |
| 24 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.78% | -0.18% | +6.14% | |
| 25 | TXN | Texas Instruments Inc | Stock-Tech | 0.73% | +0.08% | +6.52% | |
| 26 | QCOM | Qualcomm Inc | Stock-Tech | 0.72% | +0.03% | +4.19% | |
| 27 | PFE | Pfizer Inc | Stock-Healthcare | 0.64% | -0.18% | +6.52% | |
| 28 | DHR | Danaher CORP | Stock-Healthcare | 0.63% | -0.10% | +6.03% | |
| 29 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.59% | -0.16% | +6.45% | |
| 30 | AMAT | Applied Materials Inc | Stock-Tech | 0.56% | +0.55% | +4.07% | |
| 31 | BSX | Boston Scientific CORP | Stock-Healthcare | 0.56% | -0.14% | +6.28% | |
| 32 | SYK | Stryker CORP | Stock-Healthcare | 0.54% | -0.10% | +3.57% | |
| 33 | COP | Conocophillips | Stock-Energy | 0.54% | -0.21% | +14.68% | |
| 34 | UBER | Uber Technologies Inc | Stock-Industrials | 0.52% | -0.13% | +6.53% | |
| 35 | ADP | Automatic Data Processing | Stock-Tech | 0.51% | — | +6.29% | |
| 36 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.48% | +0.26% | +112.99% | |
| 37 | ADI | Analog Devices Inc | Stock-Tech | 0.44% | -0.03% | +4.12% | |
| 38 | MDT | Medtronic plc | Stock-Healthcare | 0.44% | -0.11% | +6.14% | |
| 39 | PLD | Prologis Inc | Stock-Real Estate | 0.40% | — | +1.30% | |
| 40 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.39% | -0.08% | +5.97% | |
| 41 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.39% | -0.04% | +3.92% | |
| 42 | GEV | GE Vernova Inc | Stock-Industrials | 0.38% | — | +6.22% | |
| 43 | LRCX | Lam Research CORP | Stock-Tech | 0.38% | +0.48% | — | |
| 44 | MRVL | Marvell Technology Inc | Stock-Tech | 0.36% | +0.37% | -6.30% | |
| 45 | KLAC | Kla CORP | Stock-Tech | 0.35% | +0.33% | +1.80% | |
| 46 | TT | Trane Technologies plc | Stock-Industrials | 0.34% | -0.04% | +1.49% | |
| 47 | INTC | Intel CORP | Stock-Tech | 0.34% | +0.89% | -0.81% | |
| 48 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 0.34% | -0.06% | +5.48% | |
| 49 | CDNS | Cadence Design Sys Inc | Stock-Tech | 0.34% | +0.01% | +2.70% | |
| 50 | WELL | Welltower Inc | Stock-Real Estate | 0.33% | -0.05% | +6.45% |
According to official SEC Form 13F filings, Wahed Invest LLC reported a total U.S. public equity portfolio value of $958.1M across 223 disclosed positions in Q4 2024.
During Q4 2024, Wahed Invest LLC's top holdings by market value included AAPL (15.1%)、MSFT (13.2%)、META (5.4%). The largest single position, AAPL, represented 15.1% of total portfolio value.
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 Q4 2024, Wahed Invest LLC 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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