Sendero Wealth Management, LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 9, 2024
Value $
$634M
Signature - Title
Julie Gerron - CCO
Location
San Antonio, TX
Summary
This page shows a list of all the recent 13F filings made by Sendero Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Sendero Wealth Management, LLC reported 156 stock holdings with total value $634M as of Q3 2024. Top holdings included VTI, GNR, ITOT, GOOGL, and MSFT.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 156 $634M +$28.7M -$17.2M +$11.5M VTI, GNR, ITOT, GOOGL, MSFT 13F-HR 10/9/2024, 08:55 AM
Q2 2024 155 $594M +$65.7M -$43.2M +$22.5M VTI, GNR, ITOT, GOOGL, MSFT 13F-HR 7/12/2024, 04:21 PM
Q1 2024 156 $582M +$42.8M -$45M -$2.16M VTI, GNR, ITOT, GOOGL, MSFT 13F-HR 4/16/2024, 09:19 AM
Q4 2023 147 $530M +$34.9M -$21.6M +$13.2M VTI, GNR, ITOT, GOOGL, AMZN 13F-HR 1/17/2024, 08:43 AM
Q3 2023 152 $466M +$37.8M -$21.6M +$16.2M VTI, GNR, ITOT, GOOGL, AMZN 13F-HR 10/10/2023, 09:47 AM
Q2 2023 150 $458M +$122M -$16.5M +$106M VTI, GNR, ITOT, AMZN, MSFT 13F-HR 7/20/2023, 03:06 PM
Q1 2023 101 $327M +$45.4M -$17.4M +$28M VTI, GNR, MSFT, GOOGL, AMZN 13F-HR 4/27/2023, 04:09 PM
Q4 2022 102 $281M +$47.6M -$23.7M +$23.9M VTI, GNR, GOOGL, MSFT, AMZN 13F-HR 2/1/2023, 10:22 AM
Q3 2022 97 $240M +$159M -$13.6M +$146M VTI, GNR, VOO, GOOGL, MSFT 13F-HR 10/27/2022, 02:21 PM
Q2 2022 87 $101M +$24.7M -$115M -$90.3M VOO, MSFT, GOOGL, SCHW, AMZN 13F-HR 8/9/2022, 10:46 AM
Q1 2022 78 $217M +$24.9M -$17.3M +$7.59M VTI, VOO, GNR, MSFT, GOOGL 13F-HR 5/6/2022, 08:16 AM
Q4 2021 82 $223M $0 $0 VTI, VOO, MSFT, GOOGL, META 13F-HR 2/14/2022, 06:35 PM