Altiora Financial Group, LLC has filed its 13F form on February 07, 2025 for Q4 2024 where it was disclosed a total value porftolio of $460 Billion distributed in 93 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 $105B, Dimensional ETF Tr with a value of $37.8B, Dimensional ETF Tr Short Durat with a value of $36.5B, Schwab Short Term Us Treasury with a value of $25B, and Vanguard Total Stock Market Et with a value of $20.7B.

Examining the 13F form we can see an increase of $7.32B in the current position value, from $452B to 460B.

Altiora Financial Group, LLC is based out at Lebanon, OH

Below you can find more details about Altiora Financial Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $460 Billion
ETFs: $371 Billion
Technology: $9.89 Billion
Consumer Cyclical: $3.31 Billion
Consumer Defensive: $1.75 Billion
Healthcare: $1.73 Billion
Communication Services: $1.39 Billion
Financial Services: $877 Million
Industrials: $802 Million
Other: $798 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

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

Summary

  • Portfolio
  • No. of Stocks 93
  • Current Value $460 Billion
  • Prior Value $452 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 07, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 7 stocks
  • Additional Purchases 40 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 20 stocks
Track This Portfolio

Track Altiora Financial Group, LLC Portfolio

Follow Altiora Financial Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Altiora Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Altiora Financial Group, LLC with notifications on news.