Urban Financial Advisory Corp Portfolio Holdings

Urban Financial Advisory Corp

  • $164 Billion
  • Q2 2024

Urban Financial Advisory Corp has filed its 13F form on August 12, 2024 for Q2 2024 where it was disclosed a total value porftolio of $164 Billion distributed in 25 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 $77.2B, Ishares Core S&P Mid Cap ETF with a value of $28.4B, Invesco ETF Tr Ii Intl Corp Bd with a value of $19.6B, Vanguard Sht Term Corp Bd ETF with a value of $11.1B, and Schwab Fundamental U S Large C with a value of $5.6B.

Examining the 13F form we can see an increase of $1.07B in the current position value, from $163B to 164B.

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.

Portfolio value $164 Billion
ETFs: $164 Billion

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

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

Summary

  • Portfolio
  • No. of Stocks 25
  • Current Value $164 Billion
  • Prior Value $163 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 12, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 1 stocks
  • Additional Purchases 9 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 13 stocks
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