PC

Piedmont Capital Management, LLC

13F
Piedmont Capital Management, LLC
Last update 2024-08-14 46 Stocks (0 new)
Value $147.00 Mil Turnover 0 %
Countries:
Top Holdings: MGK(22.86%)VYM(13.51%)VOO(8.24%)IEFA(7.67%)SMH(6.18%)
Portfolio Report
Summary Stock Picks Current Portfolio
Piedmont Capital Management, L... Top Holdings of 2024-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
MGK 		Vanguard Mega Cap Growth ETF
117,844
33683.350
0%
22.860
0%
-
+2.02%
+23.28%
21439.539
 
VYM 		Vanguard High Dividend Yield Indx ETF
166,031
19911.540
0%
13.510
0%
-
+7.31%
+14.28%
56945.512
 
VOO 		Vanguard S&P 500 ETF
25,417
12149.280
0%
8.240
0%
-
0%
0%
490381.962
 
IEFA 		iShares Core MSCI EAFE ETF
153,182
11296.880
0%
7.670
0%
-
+6.53%
+9.47%
124648.672
 
SMH 		VanEck Vectors Semiconductor ETF
40,298
9108.150
0%
6.180
0%
-
-9.79%
+36.64%
23844.767
 
GLDM 		SPDR Gold MiniShares Trust
176,776
8007.070
0%
5.430
0%
-
+13.10%
+27.23%
9179.890
 
FLOT 		iShares Floating Rate Bond ETF
146,264
7439.010
0%
5.050
0%
-
-0.08%
+0.75%
7441.385
 
IWP 		iShares Russell Mid-Cap Growth ETF
62,744
7051.800
0%
4.790
0%
-
+6.09%
+12.31%
14940.862
 
VNQ 		Vanguard Real Estate Index Fund ETF
47,972
4019.100
0%
2.730
0%
-
+17.61%
+11.77%
35033.449
 
BKLN 		Invesco Senior Loan ETF
143,418
3030.420
0%
2.060
0%
-
-0.80%
-1.04%
6583.536
 

Piedmont Capital Management, LLC's Historical Top Holdings Breakdowns

Piedmont Capital Management, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SOLV 		Solventum Corp2024-06-30Sold Out
-0.10%
●
50.75 ($60.7) 70.06
$70.12
15.52%
Sold Out
0
-2,065
STIP 		iShares 0-5 Year TIPS Bond ETF2024-03-31Sold Out
-1.09%
●
98.36 ($98.82) 99.47
$101.32
2.53%
Sold Out
0
-15,150
FLOT 		iShares Floating Rate Bond ETF2024-03-31Add
+0.27%
●
50.64 ($50.88) 51.08
$51.00
0.24%
Add 5.56%
146,264
7,698
MGK 		Vanguard Mega Cap Growth ETF2024-03-31Add
+0.25%
●
251.48 ($275.87) 289.44
$319.92
15.97%
Add 1.09%
117,844
1,271
VYM 		Vanguard High Dividend Yield Indx ETF2024-03-31Reduce
-0.24%
●
109.98 ($114.57) 120.99
$127.57
11.35%
Reduce -1.73%
166,031
-2,916
GLDM 		SPDR Gold MiniShares Trust2024-03-31Add
+0.23%
●
39.49 ($41.09) 44.05
$52.05
26.67%
Add 4.43%
176,776
7,502
BA 		Boeing Co2024-03-31Sold Out
-0.21%
●
179.84 ($205.48) 251.76
$156.30
-23.93%
Sold Out
0
-1,115
IEFA 		iShares Core MSCI EAFE ETF2024-03-31Add
+0.16%
●
68.14 ($71.19) 74.43
$77.01
8.18%
Add 2.15%
153,182
3,218
BKLN 		Invesco Senior Loan ETF2024-03-31Add
+0.15%
●
21.01 ($21.12) 21.23
$20.96
-0.76%
Add 7.58%
143,418
10,102
VOO 		Vanguard S&P 500 ETF2024-03-31Add
+0.12%
●
429.43 ($457.68) 481.35
$525.17
14.75%
Add 1.46%
25,417
366

Piedmont Capital Management, LLC Total Holding History ($B)

To

Piedmont Capital Management, LLC's Asset Allocation

To

Piedmont Capital Management, LLC Past Portfolios

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

Top Ranked Articles

  • 1

Piedmont Capital Management, LLC's Hypothetical Growth since 2024-06-30

Piedmont Capital Management, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Piedmont Capital Management, LLC's Holdings Heat Map

Size field:

Piedmont Capital Management, LLC's Holdings Bubble Chart

Piedmont Capital Management, LLC News

  • 1

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