Olympus Wealth Management, LLC Top Holdings and 13F Report (2024) About Olympus Wealth Management, LLCInvestment ActivityOlympus Wealth Management, LLC has $290.85 million in total holdings as of September 30, 2024.Olympus Wealth Management, LLC owns shares of 16 different stocks, but just 6 companies or ETFs make up 80% of its holdings.Approximately 2.86% of the portfolio was purchased this quarter.About 19.41% of the portfolio was sold this quarter.This quarter, Olympus Wealth Management, LLC has purchased 17 new stocks and bought additional shares in 1 stock.Olympus Wealth Management, LLC sold shares of 11 stocks and completely divested from 3 stocks this quarter.Largest Holdings SPDR S&P 500 ETF Trust $69,104,295iShares Core MSCI EAFE ETF $62,111,954Vanguard S&P 500 ETF $43,551,349Schwab US Dividend Equity ETF $31,518,065iShares Core MSCI Emerging Markets ETF $24,439,252 Largest New Holdings this Quarter iShares Core S&P Small-Cap ETF $7,847,471 HoldingPIMCO Intermediate Municipal Bond Exchange-Traded Fund $258,814 Holding Largest Purchases this Quarter iShares Core S&P Small-Cap ETF 125,911 shares (about $7.85M)PIMCO Intermediate Municipal Bond Exchange-Traded Fund 4,885 shares (about $258.81K)Real Estate Select Sector SPDR Fund 4,635 shares (about $207.05K) Largest Sales this Quarter SPDR S&P 500 ETF Trust 28,235 shares (about $16.20M)iShares MSCI EAFE ETF 93,809 shares (about $7.85M)Vanguard S&P 500 ETF 13,770 shares (about $7.27M)Schwab US Dividend Equity ETF 57,230 shares (about $4.84M)iShares Russell 1000 Growth ETF 4,094 shares (about $1.54M) Sector Allocation Over TimeMap of 500 Largest Holdings ofOlympus Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPYSPDR S&P 500 ETF Trust$69,104,295$16,200,129 ▼-19.0%120,44123.8%FinanceIEFAiShares Core MSCI EAFE ETF$62,111,954$223,691 ▼-0.4%795,79721.4%ETFVOOVanguard S&P 500 ETF$43,551,349$7,266,034 ▼-14.3%82,53515.0%ETFSCHDSchwab US Dividend Equity ETF$31,518,065$4,837,658 ▼-13.3%372,86210.8%ETFIEMGiShares Core MSCI Emerging Markets ETF$24,439,252$436,373 ▼-1.8%425,6978.4%ETFGLDSPDR Gold Shares$11,585,948$192,747 ▼-1.6%47,6674.0%FinanceDBCInvesco DB Commodity Index Tracking Fund$8,920,652$240,761 ▼-2.6%400,5683.1%FinanceXLREReal Estate Select Sector SPDR Fund$8,597,540$207,045 ▲2.5%192,4683.0%ETFIJRiShares Core S&P Small-Cap ETF$7,847,471$7,847,471 ▲New Holding125,9112.7%ETFTIPiShares TIPS Bond ETF$7,034,318$410,619 ▼-5.5%63,6762.4%ETFJMUBJPMorgan Municipal ETF$7,006,597$338,535 ▼-4.6%136,6612.4%ETFIWFiShares Russell 1000 Growth ETF$4,201,789$1,536,864 ▼-26.8%11,1931.4%ETFEFAiShares MSCI EAFE ETF$3,596,936$7,845,268 ▼-68.6%43,0101.2%FinanceGSBDGoldman Sachs BDC$849,6940.0%61,7510.3%FinanceMUNIPIMCO Intermediate Municipal Bond Exchange-Traded Fund$258,814$258,814 ▲New Holding4,8850.1%ETFJCPIJPMorgan Inflation Managed Bond ETF$228,6720.0%4,7630.1%ETFIJHiShares Core S&P Mid-Cap ETF$0$9,272,054 ▼-100.0%00.0%ETFVEAVanguard FTSE Developed Markets ETF$0$4,268,457 ▼-100.0%00.0%ETFVWOVanguard FTSE Emerging Markets ETF$0$3,393,871 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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