SW

Sendero Wealth Management, LLC

13F
Sendero Wealth Management, LLC
Last update 2025-04-10 186 Stocks (31 new)
Value $721.00 Mil Turnover 17 %
Countries:
Top Holdings: VTI(22.09%)EAGL(4.51%)ITOT(3.59%)GNR(3.19%)MGNR(3.12%)
Summary Stock Picks Current Portfolio
Sendero Wealth Management, LLC... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VTI 		Vanguard Total Stock Market ETF
579,090
159,157.0
+9.07%
22.090
+1.84%
0.030
+3.61%
+1.57%
448,188.6
 
EAGL 		Eagle Capital Select Equity ETF
1,161,461
32,532.5
+74.82%
4.510
+1.93%
1.360
+2.69%
+4.09%
2,470.3
 
ITOT 		iShares Core S&P Total U.S. Stock Market ETF
211,987
25,864.6
+0.29%
3.590
+0.01%
0.040
+3.60%
+1.54%
68,053.7
 
GNR 		SPDR S&P Global Natural Resources ETF
432,317
23,020.9
-30.75%
3.190
-1.42%
0.850
+5.48%
+8.19%
2,739.7
 
MGNR 		American Beacon GLG Natural Resources ETF
754,095
22,457.0
+206.86%
3.120
+2.10%
-
+12.53%
+8.74%
157.9
 
GOOGL 		Alphabet Inc
134,927
20,865.0
+7.65%
2.900
+0.21%
0.000
-1.57%
-11.12%
2,046,560.0
Interactive Media
AMZN 		Amazon.com Inc
103,552
19,701.8
+13.66%
2.730
+0.33%
0.000
+1.68%
-5.54%
2,200,026.7
Retail - Cyclical
NVDA 		NVIDIA Corp
180,346
19,545.9
+27.64%
2.710
+0.59%
0.000
+22.37%
+5.69%
3,461,082.1
Semiconductors
MSFT 		Microsoft Corp
48,299
18,131.0
+10.41%
2.520
+0.24%
0.000
+19.59%
+10.48%
3,447,734.1
Software
META 		Meta Platforms Inc
24,476
14,107.0
+15.91%
1.960
+0.27%
0.000
+7.59%
+17.60%
1,729,731.4
Interactive Media

Sendero Wealth Management, LLC's Historical Top Holdings Breakdowns

Sendero Wealth 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
MGNR 		American Beacon GLG Natural Resources ETF2025-03-31Add
+2.10%
●
27.88 ($30.89) 32.68
$32.23
4.34%
Add 206.86%
754,095
508,350
EAGL 		Eagle Capital Select Equity ETF2025-03-31Add
+1.93%
●
27.45 ($28.74) 29.62
$28.99
0.87%
Add 74.82%
1,161,461
497,102
VTI 		Vanguard Total Stock Market ETF2025-03-31Add
+1.84%
●
271.18 ($290.53) 303.12
$293.34
0.97%
Add 9.07%
579,090
48,149
GNR 		SPDR S&P Global Natural Resources ETF2025-03-31Reduce
-1.42%
●
50.12 ($52.68) 54.48
$53.07
0.74%
Reduce -30.75%
432,317
-191,960
AAPL 		Apple Inc2025-03-31Reduce
-1.35%
●
209.68 ($231.67) 247.1
$202.82
-12.45%
Reduce -64.59%
19,795
-36,109
EOG 		EOG Resources Inc2025-03-31Reduce
-1.16%
●
120.54 ($128.69) 138.05
$110.77
-13.92%
Reduce -96.15%
2,556
-63,831
COP 		ConocoPhillips2025-03-31Add
+0.87%
●
88.6 ($99.73) 105.85
$85.95
-13.82%
Add 116.97%
111,096
59,893
PSX 		Phillips 662025-03-31Add
+0.86%
●
113.93 ($123.24) 131.55
$112.48
-8.73%
Add 219.4%
72,651
49,905
CRM 		Salesforce Inc2025-03-31Sold Out
-0.69%
●
268.36 ($311.03) 359.95
$263.17
-15.39%
Sold Out
0
-13,899
NVDA 		NVIDIA Corp2025-03-31Add
+0.59%
●
106.98 ($126.74) 149.43
$141.92
11.98%
Add 27.64%
180,346
39,052

Sendero Wealth Management, LLC Total Holding History ($B)

To

Sendero Wealth Management, LLC's Asset Allocation

To

Sendero Wealth Management, LLC Past Portfolios

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

Top Ranked Articles

  • 1

Sendero Wealth Management, LLC's Hypothetical Growth since 2025-03-31

Sendero Wealth Management, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Sendero Wealth Management, LLC's Holdings Heat Map

Size field:

Sendero Wealth Management, LLC's Holdings Bubble Chart

Sendero Wealth Management, LLC News

  • 1

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