Financial Alternatives, Inc Portfolio Holdings

Financial Alternatives, Inc

  • $142 Billion
  • Q3 2024

Financial Alternatives, Inc has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $142 Billion distributed in 85 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $20.9B, Dimensional ETF Tr with a value of $13.1B, Vanguard Emerging Mkts Govt Bd with a value of $11B, Vanguard Total Stock Market Et with a value of $8.4B, and J P Morgan Exchange Traded Fd with a value of $6.52B.

Examining the 13F form we can see an increase of $9.07B in the current position value, from $133B to 142B.

Financial Alternatives, Inc is based out at La Jolla, CA

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

Portfolio value $142 Billion
ETFs: $121 Billion
Financial Services: $7.92 Billion
Technology: $4.98 Billion
Consumer Cyclical: $3.81 Billion
Energy: $1.16 Billion
Communication Services: $703 Million
Consumer Defensive: $604 Million
Industrials: $436 Million
Other: $622 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$565M
$21.3 Million 0.01% of portfolio
22,000
Q2 2023 New

Summary

  • Portfolio
  • No. of Stocks 85
  • Current Value $142 Billion
  • Prior Value $133 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 14, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 3 stocks
  • Additional Purchases 13 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 25 stocks
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