Financial Security Advisor, Inc. Portfolio Holdings

Financial Security Advisor, Inc.

  • $401 Billion
  • Q3 2024

Financial Security Advisor, Inc. has filed its 13F form on October 30, 2024 for Q3 2024 where it was disclosed a total value porftolio of $401 Billion distributed in 116 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Neos Enhanced Income Credit Select ETF with a value of $77.6B, Capital Group Growth ETF Shs C with a value of $72.9B, Invesco Exchange Traded Fd Tr with a value of $29.2B, Spdr Portfolio S&P 600 Small C with a value of $20.1B, and Berkshire Hathaway Inc Class B with a value of $19.4B.

Examining the 13F form we can see an increase of $103B in the current position value, from $298B to 401B.

Financial Security Advisor, Inc. is based out at Virginia Beach, VA

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

Portfolio value $401 Billion
ETFs: $167 Billion
Technology: $41.1 Billion
Financial Services: $33.3 Billion
Healthcare: $20.6 Billion
Consumer Defensive: $18.2 Billion
Communication Services: $11.6 Billion
Consumer Cyclical: $9.86 Billion
Industrials: $6.59 Billion
Other: $11 Billion

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$246 Million 0.06% of portfolio
7,500
Q4 2023 New
$0
$247 Million 0.06% of portfolio
10,000
Q3 2023 New
$0
$214 Million 0.05% of portfolio
10,848
Q3 2024 Added 0.54%

Summary

  • Portfolio
  • No. of Stocks 116
  • Current Value $401 Billion
  • Prior Value $298 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 30, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 11 stocks
  • Additional Purchases 56 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 37 stocks
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