Friday Financial Portfolio Holdings

Friday Financial

  • $145 Billion
  • Q4 2024

Friday Financial has filed its 13F form on February 11, 2025 for Q4 2024 where it was disclosed a total value porftolio of $145 Billion distributed in 65 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 $34.3B, Schwab Strategic Tr Us Large C with a value of $13.5B, Ea Series Trust with a value of $7.9B, Vanguard Intermediate Term Tre with a value of $6.66B, and Spdr Ser Tr Spdr Msci Acwi Ex with a value of $6.23B.

Examining the 13F form we can see an increase of $145B in the current position value.

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 $145 Billion
ETFs: $131 Billion
Financial Services: $2.99 Billion
Technology: $1.87 Billion
Consumer Cyclical: $682 Million
Communication Services: $275 Million
Industrials: $207 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$36.1M
$34.3 Million 0.02% of portfolio
53,186
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 65
  • Current Value $145 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 11, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 65 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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