All Gen Financial Advisors, Inc. Portfolio Holdings

All Gen Financial Advisors, Inc.

  • $308 Billion
  • Q3 2024

All Gen Financial Advisors, Inc. has filed its 13F form on October 24, 2024 for Q3 2024 where it was disclosed a total value porftolio of $308 Billion distributed in 40 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Bd Index Fd Inc Total with a value of $44.3B, J P Morgan Exchange Traded Fd with a value of $39.4B, Vanguard Total Stock Market Et with a value of $23B, Ishares Gold Trust with a value of $20.1B, and Vanguard with a value of $19.1B.

Examining the 13F form we can see an increase of $44.5B in the current position value, from $264B to 308B.

All Gen Financial Advisors, Inc. is based out at Orlando, FL

Below you can find more details about All Gen Financial Advisors, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $308 Billion
ETFs: $256 Billion
Consumer Defensive: $13.3 Billion
Technology: $12.2 Billion
Healthcare: $8.39 Billion
Financial Services: $6.83 Billion
Industrials: $5.79 Billion
Consumer Cyclical: $3.24 Billion
Energy: $2.02 Billion
Other: $207 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$590B
$6.83 Billion 2.22% of portfolio
14,849
Q3 2024 Reduced 3.78%
$3.25T
$6.43 Billion 2.09% of portfolio
14,932
Q3 2024 Added 7.1%
$378B
$6.23 Billion 2.02% of portfolio
38,444
Q3 2024 Added 6.53%
$398B
$3.83 Billion 1.24% of portfolio
22,126
Q3 2024 Added 2.52%
$171B
$3.58 Billion 1.16% of portfolio
29,555
Q3 2024 Reduced 7.55%
$250B
$3.5 Billion 1.14% of portfolio
43,319
Q3 2024 Reduced 4.87%
$231B
$3.47 Billion 1.13% of portfolio
9,820
Q3 2024 Added 3.15%
$211B
$3.43 Billion 1.11% of portfolio
20,192
Q3 2024 Added 10.5%
$25.8B
$2.51 Billion 0.82% of portfolio
23,997
Q3 2024 Added 5.63%
$441B
$2.02 Billion 0.66% of portfolio
17,259
Q3 2024 Reduced 38.21%
$4.09T
$2.04 Billion 0.66% of portfolio
8,758
Q3 2024 Added 16.93%
$51.8B
$2.01 Billion 0.65% of portfolio
13,369
Q3 2024 Added 3.27%
$10.3B
$1.94 Billion 0.63% of portfolio
12,114
Q3 2024 Reduced 0.96%
$19.6B
$1.94 Billion 0.63% of portfolio
4,308
Q3 2024 Added 2.11%
$402B
$932 Million 0.3% of portfolio
2,301
Q2 2024 Added 64.24%
$1.33T
$295 Million 0.1% of portfolio
1,128
Q3 2024 Reduced 8.29%
$87.1B
$219 Million 0.07% of portfolio
538
Q3 2024 New
$172B
$225 Million 0.07% of portfolio
1,326
Q3 2024 Reduced 92.33%
$90.2B
$207 Million 0.07% of portfolio
2,300
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 40
  • Current Value $308 Billion
  • Prior Value $264 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 24, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 5 stocks
  • Additional Purchases 19 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 15 stocks
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