Access Financial Services, Inc. Portfolio Holdings
Access Financial Services, Inc.
- $164 Million
- Q1 2025
Access Financial Services, Inc. has filed its 13F form on April 17, 2025 for Q1 2025 where it was disclosed a total value porftolio of $164 Million distributed in 95 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 $34.9M, Pimco Enhanced Low Duration Ac with a value of $11.9M, Schwab Fundamental U S Large C with a value of $11.2M, Invesco S&P 500 Equal Weight E with a value of $4.85M, and Schwab Fundamental Emerging Mk with a value of $4.72M.
Examining the 13F form we can see an decrease of $4.31M in the current position value, from $169M to 164M.
Below you can find more details about Access Financial Services, Inc. portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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