Financial Designs Corp has filed its 13F form on April 12, 2024 for Q1 2024 where it was disclosed a total value porftolio of $152 Billion distributed in 18 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P Total U.S. St with a value of $35B, Ishares Core U.S. Aggregate Bo with a value of $23.3B, Invesco Exchange Traded Self I with a value of $12.9B, First Tr Ex Trad Fd Viii Cboe with a value of $12.2B, and Amplify ETF Tr Amplify Cwp Enh with a value of $11.8B.

Examining the 13F form we can see an increase of $29.4B in the current position value, from $122B to 152B.

Financial Designs Corp is based out at Claremont, CA

Below you can find more details about Financial Designs Corp portfolio as well as his latest detailed transactions.

Portfolio value $152 Billion
ETFs: $129 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 18
  • Current Value $152 Billion
  • Prior Value $122 Billion
  • Filing
  • Period Q1 2024
  • Filing Date April 12, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 10 stocks
  • Additional Purchases 3 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 5 stocks
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