Fischer Investment Strategies, LLC Portfolio Holdings

Fischer Investment Strategies, LLC

  • $116 Billion
  • Q3 2024

Fischer Investment Strategies, LLC has filed its 13F form on October 24, 2024 for Q3 2024 where it was disclosed a total value porftolio of $116 Billion distributed in 29 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr Dimensional with a value of $15.7B, Invesco ETF Tr Ii S&P 500 Mome with a value of $11.2B, Invesco Qqq Trust, Series 1 with a value of $10.9B, Fidelity Covington Tr Value Fa with a value of $7.62B, and Utilities Sector Spdr with a value of $7.55B.

Examining the 13F form we can see an increase of $13.6B in the current position value, from $103B to 116B.

Fischer Investment Strategies, LLC is based out at Westlake Village, CA

Below you can find more details about Fischer Investment Strategies, LLC portfolio as well as his latest detailed transactions.

Portfolio value $116 Billion
ETFs: $107 Billion
Technology: $1.44 Billion

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

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

Summary

  • Portfolio
  • No. of Stocks 29
  • Current Value $116 Billion
  • Prior Value $103 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 24, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 9 stocks
  • Additional Purchases 8 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 12 stocks
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