360 Financial, Inc. has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $265 Million distributed in 89 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Dividend Appreciation with a value of $54.3M, Invesco Exchange Traded Fd Tr with a value of $20.5M, Wiswisdomtree Tr with a value of $16.5M, Cambria Shareholder Yld ETF with a value of $15M, and Invesco S&P Smallcap Value Wit with a value of $14.7M.

Examining the 13F form we can see an increase of $1.35M in the current position value, from $264M to 265M.

Below you can find more details about 360 Financial, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $265 Million
ETFs: $238 Million
Technology: $10.3 Million
Industrials: $5.13 Million
Financial Services: $3.7 Million
Consumer Defensive: $3.58 Million
Healthcare: $2.36 Million
Communication Services: $1.15 Million
Consumer Cyclical: $695,000
Other: $859,000

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 89
  • Current Value $265 Million
  • Prior Value $264 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 14, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 7 stocks
  • Additional Purchases 41 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 21 stocks
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