Urban Financial Advisory Corp Portfolio Holdings

Urban Financial Advisory Corp has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $182 Billion distributed in 51 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $83.9B, Ishares Core S&P Mid Cap ETF with a value of $30B, Invesco ETF Tr Ii Intl Corp Bd with a value of $19.5B, Vanguard Sht Term Corp Bd ETF with a value of $12.1B, and Schwab Fundamental U S Large C with a value of $11.4B.

Examining the 13F form we can see an increase of $751M in the current position value, from $181B to 182B.

Urban Financial Advisory Corp is based out at Chicago, IL

Below you can find more details about Urban Financial Advisory Corp portfolio as well as his latest detailed transactions.