13F Filings History of Custom Portfolio Group LLC

Latest 13F report
Q2 2024 - 27 Aug 2024
Value $
$125,420,396
Signature - Title
David Twibell - President and Chief Compliance Officer
Location
Englewood, CO
Summary
This page shows a list of all the recent 13F filings made by Custom Portfolio Group LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Custom Portfolio Group LLC reported 236 stock holdings with total value $125,420,396 as of Q2 2024. Top holdings included SGOV, VOO, SCHB, IAU, and VGSH.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q2 2024 236 $125,420,396 +$6,006,204 -$2,212,859 +$3,793,345 SGOV, VOO, SCHB, IAU, VGSH 13F-HR 27 Aug 2024, 12:35
Q1 2024 237 $119,666,225 +$14,146,908 -$9,634,032 +$4,512,876 SGOV, VOO, SCHB, IAU, VGSH 13F-HR 27 Aug 2024, 12:26
Q4 2023 234 $110,540,330 $0 $0 $0 SGOV, VOO, SCHB, IAU, GLD 13F-HR 27 Aug 2024, 12:15