Financially Speaking Inc Portfolio Holdings
Financially Speaking Inc
- $136 Billion
- Q1 2025
Financially Speaking Inc has filed its 13F form on May 07, 2025 for Q1 2025 where it was disclosed a total value porftolio of $136 Billion distributed in 78 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Schwab Treasury Oblig Money Inv with a value of $70.7B, Icon Flexible Bd Fd Inv with a value of $22.2B, Nyli Mackay Short Duration High Inc Cl A with a value of $8.44B, Rheinmetall Ag Unsponsored Adr with a value of $8.34B, and Berkshire Hathaway Inc Class B with a value of $5.32B.
Examining the 13F form we can see an decrease of $11.6B in the current position value, from $147B to 136B. Also it can be appreciated an additional of 14 stocks purchases and 1 closed positions.
Financially Speaking Inc is based out at Greenwood Village, CO
Below you can find more details about Financially Speaking Inc portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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