Access Financial Services, Inc. has filed its 13F form on April 22, 2024 for Q1 2024 where it was disclosed a total value porftolio of $221 Million distributed in 94 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $37.6M, Listed Fds Tr Trueshares Struc with a value of $17.7M, Ishares U.S. Treasury Bond ETF with a value of $16.8M, Pimco Enhanced Low Duration Ac with a value of $12.9M, and A Pi Group Corp with a value of $10.4M.

Examining the 13F form we can see an increase of $26.9M in the current position value, from $194M to 221M.

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

Portfolio value $221 Million
ETFs: $142 Million
Industrials: $21.3 Million
Technology: $12.4 Million
Financial Services: $10.5 Million
Consumer Cyclical: $8.36 Million
Energy: $7.39 Million
Consumer Defensive: $6.46 Million
Healthcare: $4.73 Million
Other: $8.14 Million

Stock Holdings Table

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


  • Portfolio
  • No. of Stocks 94
  • Current Value $221 Million
  • Prior Value $194 Million
  • Filing
  • Period Q1 2024
  • Filing Date April 22, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 14 stocks
  • Additional Purchases 39 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 29 stocks
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