Cordatus Wealth Management LLC

13F Filings History

Latest 13F report
Q4 2024 - Feb 3, 2025
Value $
$379M
Signature - Title
Ashleigh Swayze - Counsel
Location
Newtown, PA
Summary
This page shows a list of all the recent 13F filings made by Cordatus Wealth Management LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Cordatus Wealth Management LLC reported 143 stock holdings with total value $379M as of Q4 2024. Top holdings included SPYG, AAPL, MSFT, IWF, and AVGO.
Holdings Value