Friday Financial Portfolio Holdings

Friday Financial

  • $167 Billion
  • Q1 2025

Friday Financial has filed its 13F form on April 22, 2025 for Q1 2025 where it was disclosed a total value porftolio of $167 Billion distributed in 71 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P Total U.S. St with a value of $37.9B, Schwab Strategic Tr Us Large C with a value of $12.7B, Vanguard Intermediate Term Tre with a value of $8.81B, Ea Series Trust with a value of $8.68B, and Ishares Core Msci Intl Develop with a value of $6.78B.

Examining the 13F form we can see an increase of $22B in the current position value, from $145B to 167B.

Friday Financial is based out at Dubuque, IA

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

Portfolio value $167 Billion
ETFs: $146 Billion
Technology: $5.19 Billion
Financial Services: $3.54 Billion
Consumer Cyclical: $1.31 Billion
Industrials: $860 Million
Consumer Defensive: $538 Million
Communication Services: $487 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 71
  • Current Value $167 Billion
  • Prior Value $145 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 22, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 7 stocks
  • Additional Purchases 34 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 7 stocks
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