$225 Million is the total value of Sendero Wealth Management, LLC's 108 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2021 | ||||||||
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
- DSM #1
- Eagle #2
- FMI #3
- Harris #4
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-02-15
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ALPHABET INC | 11 | Q2 2024 | 6.4% |
| MICROSOFT CORP | 11 | Q2 2024 | 7.2% |
| AMAZON COM INC | 11 | Q2 2024 | 4.0% |
| SCHWAB CHARLES CORP | 11 | Q2 2024 | 4.7% |
| VISA INC | 11 | Q2 2024 | 3.2% |
| META PLATFORMS INC | 11 | Q2 2024 | 3.8% |
| NVIDIA CORPORATION | 11 | Q2 2024 | 2.8% |
| FISERV INC | 11 | Q2 2024 | 1.7% |
| INTUIT | 11 | Q2 2024 | 1.3% |
| UNITEDHEALTH GROUP INC | 11 | Q2 2024 | 3.4% |
View Sendero Wealth Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-15 |
| N-PX | 2024-08-12 |
| 13F-HR | 2024-07-12 |
| 13F-HR | 2024-04-16 |
| 13F-HR | 2024-01-17 |
| 13F-HR | 2023-10-10 |
| 13F-HR | 2023-07-20 |
| 13F-HR | 2023-04-27 |
| 13F-HR | 2023-02-01 |
| 13F-HR | 2022-10-27 |
View Sendero Wealth Management, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.