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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$139B
$405 Million 0.24% of portfolio
859
Q1 2025 Added 76.02%
$0
$396 Million 0.24% of portfolio
4,638
Q4 2024 New
$3.56B
$403 Million 0.24% of portfolio
1,290
Q1 2025 New
$0
$385 Million 0.23% of portfolio
4,922
Q1 2025 Added 3.49%
$0
$352 Million 0.21% of portfolio
7,004
Q1 2025 Added 7.69%
$215B
$352 Million 0.21% of portfolio
1,409
Q1 2025 Added 36.53%
$0
$350 Million 0.21% of portfolio
3,320
Q1 2025 Added 27.99%
$0
$341 Million 0.2% of portfolio
14,231
Q1 2025 Added 1.05%
$0
$306 Million 0.18% of portfolio
1,600
Q4 2024 New
$0
$308 Million 0.18% of portfolio
3,867
Q1 2025 Reduced 2.27%
$0
$284 Million 0.17% of portfolio
5,506
Q4 2024 New
$0
$271 Million 0.16% of portfolio
2,754
Q1 2025 Added 10.43%
$1.91T
$276 Million 0.16% of portfolio
1,406
Q1 2025 New
$0
$248 Million 0.15% of portfolio
6,443
Q4 2024 New
$166B
$257 Million 0.15% of portfolio
2,630
Q1 2025 New
$0
$259 Million 0.15% of portfolio
1,902
Q4 2024 New
$986B
$230 Million 0.14% of portfolio
1,446
Q4 2024 New
$2.94T
$238 Million 0.14% of portfolio
624
Q1 2025 New
$0
$210 Million 0.13% of portfolio
1,724
Q4 2024 New
$12.1M
$18 Million 0.01% of portfolio
53,186
Q4 2024 New

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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