Boulay Financial Advisors, LLC Portfolio Holdings

Boulay Financial Advisors, LLC

  • $299 Billion
  • Q1 2025

Boulay Financial Advisors, LLC has filed its 13F form on May 09, 2025 for Q1 2025 where it was disclosed a total value porftolio of $299 Billion distributed in 2 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vaneck Morningstar Wide Moat E with a value of $159B and Schwab Fundamental U S Large C with a value of $140B.

Examining the 13F form we can see an increase of $299B in the current position value.

Boulay Financial Advisors, LLC is based out at Eden Prairie, MN

Below you can find more details about Boulay Financial Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $299 Billion
ETFs: $299 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$159 Billion 53.2% of portfolio
1,809,509
Q1 2025 New
$0
$140 Billion 46.8% of portfolio
6,271,529
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 2
  • Current Value $299 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 09, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 2 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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