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.