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Aegis Wealth Management LLC
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Q4 2024 Filing
Aegis Wealth Management LLC
Q4 2024 Filing
Filed March 7, 2025
Portfolio Value
$147.8B
Holdings
109
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (109 positions)
#
Stock
Shares
Value
% Portfolio
Type
101
BIV
VANGUARD BD INDEX FDS
3,091
$231.0M
0.16%
102
DFGP
DIMENSIONAL ETF TRUST
4,082
$215.7M
0.15%
103
HES
HESS CORP
1,608
$213.9M
0.14%
104
EEM
ISHARES TR
5,093
$213.0M
0.14%
105
IWF
ISHARES TR
507
$203.5M
0.14%
106
ABX
BARRICK GOLD CORP
12,000
$186.0M
0.13%
107
MP
MP MATERIALS CORP
10,002
$156.0M
0.11%
108
EBS
EMERGENT BIOSOLUTIONS INC
15,150
$144.8M
0.10%
109
GBIOGBX
GENERATION BIO CO
88,890
$94.2M
0.06%
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