HW

Heirloom Wealth Management

13F
Heirloom Wealth Management
Last update 2024-10-16 47 Stocks (1 new)
Value $321.00 Mil Turnover 2 %
Countries:
Top Holdings: DFIP(13.07%)GOVT(12.86%)MSFT(7.19%)GOOG(6.68%)NVDA(6.51%)
Portfolio Report
Summary Stock Picks Current Portfolio
Heirloom Wealth Management Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
DFIP 		Dimensional Inflation-Protected Securities ETF
991,305
41912.380
+4.23%
13.070
+0.53%
5.280
-1.60%
-0.24%
787.570
 
GOVT 		iShares U.S. Treasury Bond ETF
1,758,366
41233.680
+2.64%
12.860
+0.33%
0.150
-2.46%
-1.11%
28728.572
 
MSFT 		Microsoft Corp
53,604
23065.990
+2.41%
7.190
+0.17%
0.000
+4.32%
+10.02%
3059156.043
Software
GOOG 		Alphabet Inc
128,111
21418.960
+1.20%
6.680
+0.08%
0.000
+6.84%
+21.93%
2088464.210
Interactive Media
NVDA 		NVIDIA Corp
172,052
20894.000
+2.05%
6.510
+0.13%
0.000
+39.32%
+182.62%
3432482.900
Semiconductors
V 		Visa Inc
68,610
18864.430
+1.72%
5.880
+0.10%
0.000
+14.46%
+13.16%
569477.115
Credit Services
BRK.B 		Berkshire Hathaway Inc
34,282
15778.400
+2.37%
4.920
+0.11%
0.000
+7.58%
+24.79%
960463.127
Insurance
RSG 		Republic Services Inc
75,508
15165.030
+2.02%
4.730
+0.09%
0.020
+3.73%
+23.44%
63300.566
Waste Management
ASML 		ASML Holding NV
18,107
15087.770
+2.01%
4.700
+0.09%
0.000
-17.35%
-9.91%
265984.072
Semiconductors
LIN 		Linde PLC
26,340
12560.390
+2.33%
3.920
+0.09%
0.010
+2.75%
+11.63%
216599.468
Chemicals

Heirloom Wealth Management's Historical Top Holdings Breakdowns

Heirloom Wealth Management's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
DFIP 		Dimensional Inflation-Protected Securities ETF2024-09-30Add
+0.53%
●
40.69 ($41.66) 42.46
$41.18
-1.15%
Add 4.23%
991,305
40,221
GOVT 		iShares U.S. Treasury Bond ETF2024-09-30Add
+0.33%
●
22.38 ($23.15) 23.66
$22.79
-1.58%
Add 2.64%
1,758,366
45,201
MSFT 		Microsoft Corp2024-09-30Add
+0.17%
●
395.15 ($427.47) 467.56
$411.46
-3.75%
Add 2.41%
53,604
1,264
NVDA 		NVIDIA Corp2024-09-30Add
+0.13%
●
98.91 ($118.12) 134.91
$139.93
18.46%
Add 2.05%
172,052
3,459
BRK.B 		Berkshire Hathaway Inc2024-09-30Add
+0.11%
●
405.19 ($442.18) 478.57
$445.06
0.65%
Add 2.37%
34,282
794
O 		Realty Income Corp2024-09-30Reduce
-0.10%
●
52.36 ($59.51) 63.42
$58.82
-1.16%
Reduce -28.02%
14,294
-5,564
V 		Visa Inc2024-09-30Add
+0.10%
●
253.74 ($270.36) 291.56
$293.29
8.48%
Add 1.72%
68,610
1,161
ASML 		ASML Holding NV2024-09-30Add
+0.09%
●
749.82 ($894) 1098.95
$676.46
-24.33%
Add 2.01%
18,107
357
LLY 		Eli Lilly and Co2024-09-30Add
+0.09%
●
772.14 ($899.05) 960.02
$806.06
-10.34%
Add 4.12%
8,056
319
LIN 		Linde PLC2024-09-30Add
+0.09%
●
428.94 ($456.28) 481.68
$454.89
-0.30%
Add 2.33%
26,340
599

Heirloom Wealth Management Total Holding History ($B)

To

Heirloom Wealth Management's Asset Allocation

To

Heirloom Wealth Management Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Heirloom Wealth Management's Hypothetical Growth since 2024-09-30

Heirloom Wealth Management's Yearly Returns

Year Portfolio % % Excess Gain %

Heirloom Wealth Management's Holdings Heat Map

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Heirloom Wealth Management's Holdings Bubble Chart

Heirloom Wealth Management News

  • 1

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