Mtc Wealth Management 13F annual report
Mtc Wealth Management is an investment fund managing more than $210 billion ran by Persia Shokoohi. There are currently 5 companies in Shokoohi’s portfolio. The largest investments include Ishares Tr and Spdr S&p 500 Etf Tr, together worth $152 billion.
$210 billion Assets Under Management (AUM)
As of 22nd July 2024, Mtc Wealth Management’s top holding is 1,445,084 shares of Ishares Tr currently worth over $123 billion and making up 58.4% of the portfolio value.
In addition, the fund holds 53,878 shares of Spdr S&p 500 Etf Tr worth $29.3 billion.
The third-largest holding is Vanguard Index Fds worth $32.8 billion and the next is Ishares Inc worth $16 billion, with 298,571 shares owned.
Currently, Mtc Wealth Management's portfolio is worth at least $210 billion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Mtc Wealth Management
The Mtc Wealth Management office and employees reside in Tampa, Florida. According to the last 13-F report filed with the SEC, Persia Shokoohi serves as the Chief Compliance Officer at Mtc Wealth Management.
Recent trades
In the most recent 13F filing, Mtc Wealth Management revealed that it had opened a new position in
Invesco Exchange Traded Fd T and bought 55,953 shares worth $9.19 billion.
On the other hand, Persia Shokoohi disclosed a decreased stake in Ishares Tr by approximately 0.1%.
This leaves the value of the investment at $123 billion and 1,445,084 shares.
One of the smallest hedge funds
The two most similar investment funds to Mtc Wealth Management are Blackrock Ltd and Investors Asset Management Of Georgia Inc ga adv. They manage $210 billion and $210 billion respectively.
The complete list of Mtc Wealth Management trades based on 13F SEC filings
These positions were updated on July 29th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Ishares Tr |
9.99%
1,445,084
|
$122,762,660,000 | 58.43% |
| Spdr S&p 500 Etf Tr |
4.01%
53,878
|
$29,321,247,000 | 13.96% |
| Vanguard Index Fds |
2.89%
189,584
|
$32,830,597,000 | 15.63% |
| Ishares Inc |
2.19%
298,571
|
$15,982,491,000 | 7.61% |
| Invesco Exchange Traded Fd T |
Opened
55,953
|
$9,191,959,000 | 4.38% |
| No transactions found | |||
| Showing first 500 out of 5 holdings | |||
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