Latest Wyrmwood Management LLC Stock Portfolio
$104Thousand
Equity Portfolio Value
Last Reported on: 02 Jan, 2024
About Wyrmwood Management LLC and it’s 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Wyrmwood Management LLC reported an equity portfolio of $0.1 Millions as of 31 Dec, 2023.
The top stock holdings of Wyrmwood Management LLC are AAPL, PG, TSLA. The fund has invested 31.1% of it's portfolio in APPLE INC and 28.1% of portfolio in PROCTER AND GAMBLE CO.
The fund managers got completely rid off THE WALT DISNEY COMPANY (DIS), ARK ETF TRUST (ARKF) and CISCO SYSTEMS INC (CSCO) stocks. Wyrmwood Management LLC opened new stock positions in PROCTER AND GAMBLE CO (PG), TESLA INC (TSLA) and BERKSHIRE HATHAWAY INC DEL (BRKA). The fund showed a lot of confidence in some stocks as they added substantially to APPLE INC (AAPL).
The top stock holdings of Wyrmwood Management LLC are AAPL, PG, TSLA. The fund has invested 31.1% of it's portfolio in APPLE INC and 28.1% of portfolio in PROCTER AND GAMBLE CO.
The fund managers got completely rid off THE WALT DISNEY COMPANY (DIS), ARK ETF TRUST (ARKF) and CISCO SYSTEMS INC (CSCO) stocks. Wyrmwood Management LLC opened new stock positions in PROCTER AND GAMBLE CO (PG), TESLA INC (TSLA) and BERKSHIRE HATHAWAY INC DEL (BRKA). The fund showed a lot of confidence in some stocks as they added substantially to APPLE INC (AAPL).
New Buys
| Ticker | $ Bought |
|---|---|
| PROCTER AND GAMBLE CO | 29,322 |
| TESLA INC | 24,800 |
| BERKSHIRE HATHAWAY INC DEL | 17,837 |
New stocks bought by Wyrmwood Management LLC
Additions
| Ticker | % Inc. |
|---|---|
| APPLE INC | 69.00 |
Additions to existing portfolio by Wyrmwood Management LLC
Reductions
Sold off
| Ticker | $ Sold |
|---|---|
| ARK ETF TRUST | -6,332 |
| CISCO SYSTEMS INC | -4,944 |
| THE WALT DISNEY COMPANY | -9,394 |
| ISHARES TRUST | -1,910 |
Wyrmwood Management LLC got rid off the above stocks
Current Stock Holdings of Wyrmwood Management LLC
Last Reported on: 02 Jan, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 31.14 | 169 | 32,537 | ADDED | 69.00 | |
| AGG | ISHARES TRUST | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| ARKF | ARK ETF TRUST | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| BRKA | BERKSHIRE HATHAWAY INC DEL | 17.07 | 50.00 | 17,837 | NEW | ||
| CSCO | CISCO SYSTEMS INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| DIS | THE WALT DISNEY COMPANY | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| PG | PROCTER AND GAMBLE CO | 28.06 | 200 | 29,322 | NEW | ||
| TSLA | TESLA INC | 23.73 | 100 | 24,800 | NEW |