13F Filings History of FirstPurpose Wealth LLC

Latest 13F report
Q1 2024 - 23 Apr 2024
Value $
$275,548,635
Signature - Title
Scott Carlson - Chief Compliance Officer
Location
Orem, UT
Summary
This page shows a list of all the recent 13F filings made by FirstPurpose Wealth LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. FirstPurpose Wealth LLC reported 209 stock holdings with total value $275,548,635 as of Q1 2024. Top holdings included DFAU, DFAC, DFAI, DFCF, and BND.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q1 2024 209 $275,548,635 +$17,439,376 -$13,104,268 +$4,335,108 DFAU, DFAC, DFAI, DFCF, BND 13F-HR 22 Apr 2024, 19:49
Q4 2023 212 $262,591,536 +$27,347,189 -$15,059,528 +$12,287,661 DFAU, DFAC, DFAI, DFCF, BND 13F-HR 22 Apr 2024, 19:49
Q3 2023 197 $231,555,313 +$15,012,047 -$9,486,843 +$5,525,204 DFAU, DFAC, DFAI, BND, DFCF 13F-HR 30 Oct 2023, 11:19
Q2 2023 197 $233,572,580 +$31,777,959 -$11,012,724 +$20,765,235 DFAC, DFAU, DFAI, BND, DFCF 13F-HR 21 Jul 2023, 15:14
Q1 2023 190 $202,866,751 +$23,637,552 -$8,874,729 +$14,762,823 DFAC, DFAU, DFAI, BND, PFF 13F-HR 03 May 2023, 11:16
Q4 2022 184 $179,115,721 +$30,776,222 -$9,696,606 +$21,079,616 DFAC, DFAU, DFAI, BND, PFF 13F-HR 26 Jan 2023, 12:30
Q3 2022 154 $151,777,000 +$22,204,199 -$9,344,031 +$12,860,168 DFAC, DFAU, PFF, DFAI, NCNO 13F-HR 24 Oct 2022, 10:22
Q2 2022 141 $148,795,000 +$57,168,047 -$19,753,743 +$37,414,304 DFAC, DFAU, PFF, PECO, DFAI 13F-HR 25 Jul 2022, 12:30
Q1 2022 139 $128,254,000 +$25,864,411 -$45,863,842 -$19,999,431 DFAU, PFF, NCNO, DFAI, BND 13F-HR 18 Apr 2022, 12:33
Q4 2021 146 $159,222,000 $0 $0 $0 DFAC, DFAU, NCNO, PFF, PRG 13F-HR 24 Feb 2022, 15:11