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Tolleson Wealth Management, Inc.
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Q4 2024 Filing
Tolleson Wealth Management, Inc.
Q4 2024 Filing
Filed February 14, 2025
Portfolio Value
$487.7M
Holdings
103
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (103 positions)
#
Stock
Shares
Value
% Portfolio
Type
101
PG
PROCTER AND GAMBLE CO COM
1,251
$210K
0.04%
102
XT
ISHARES EXPONENTIAL TECHNOLOGIES ETF
3,511
$209K
0.04%
103
ICE
INTERCONTINENTAL EXCHANGE INC COM
1,386
$207K
0.04%
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