All Gen Financial Advisors, Inc. Portfolio Holdings

All Gen Financial Advisors, Inc.

  • $338 Billion
  • Q1 2025

All Gen Financial Advisors, Inc. has filed its 13F form on May 06, 2025 for Q1 2025 where it was disclosed a total value porftolio of $338 Billion distributed in 38 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 $53.2B, Vanguard Total Stock Market Et with a value of $46.2B, J P Morgan Exchange Traded Fd with a value of $39.2B, Ishares Gold Trust with a value of $21.7B, and Vanguard with a value of $19.7B.

Examining the 13F form we can see an increase of $40B in the current position value, from $298B to 338B.

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 $338 Billion
ETFs: $302 Billion
Consumer Defensive: $9.75 Billion
Technology: $7.92 Billion
Financial Services: $7.18 Billion
Industrials: $5.61 Billion
Consumer Cyclical: $3.08 Billion
Energy: $1.84 Billion
Communication Services: $233 Million
Other: $211 Million

Stock Holdings Table Market Cap. of Under $50 Millions

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

Summary

  • Portfolio
  • No. of Stocks 38
  • Current Value $338 Billion
  • Prior Value $298 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 06, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 7 stocks
  • Additional Purchases 20 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 10 stocks
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