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17 CAPITAL PARTNERS, LLC

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PHEONIX AZ Investment Advisor
13F Summary
17 Capital Partners is based out of Pheonix. 17 Capital Partners is a large advisory firm with 54 clients and discretionary assets under management (AUM) of $121,469,729 (Form ADV from 2023-10-13). Their last reported 13F filing for Q4 2023 included $108,903,755 in managed 13F securities and a top 10 holdings concentration of 35.62%. 17 Capital Partners's largest holding is Meta Platforms Inc with shares held of 44,587. Whalewisdom has at least 7 13F filings

2023-12-31

Top Buys (13F)

Name % Change
META Meta Platforms Inc 14.49%
MSFT Microsoft Corp. 3.54%
SPY SPDR S&P 500 ETF TRU 2.98%
GOOGL Alphabet Inc. Class 2.33%
ADBE Adobe Systems, Inc. 2.28%

2023-12-31

Top Sells (13F)

Name % Change

2023-12-31

13F Holdings Summary

Name $ Change
META Meta Platforms Inc 14.49%
MSFT Microsoft Corp. 3.54%
SPY SPDR S&P 500 ETF TRU 2.98%
GOOGL Alphabet Inc. Class 2.33%
ADBE Adobe Systems, Inc. 2.28%

2023-12-31

13F Activity

Market Value $109m, Prior: $0
New Purchases 93 stocks
Added To 0 stocks
Sold out of 0 stocks
Reduced holdings in 0 stocks
Top 10 Holdings % 35.62%
Turnover %[1] %
Turnover Alt %[2] %
Time Held Top 20 0 quarters
Time Held Top 10 0 quarters
Time Held All 0 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2023-12-31

13F Sector Allocation Over Time

2023-12-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31

Portfolio Performance