Adirondack Retirement Specialists, Inc. Portfolio Holdings
Adirondack Retirement Specialists, Inc.
- $109 Million
- Q3 2023
Adirondack Retirement Specialists, Inc. has filed its 13F form on October 24, 2023 for Q3 2023 where it was disclosed a total value porftolio of $109 Million distributed in 24 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Meta Financial Group Inc with a value of $15.7M, Idt Corp with a value of $13.6M, Wisdomtree Floating Rate Treas with a value of $12.2M, Elbit Systems LTD with a value of $9.75M, and Kkr & Co. Inc. with a value of $7.89M.
Examining the 13F form we can see an decrease of $3.47M in the current position value, from $113M to 109M.
Below you can find more details about Adirondack Retirement Specialists, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$109 Million
Financial Services: $30.1 Million
Consumer Cyclical: $17.5 Million
Technology: $17.5 Million
ETFs: $13.6 Million
Communication Services: $13.6 Million
Industrials: $9.75 Million
Energy: $5.97 Million
Consumer Defensive: $1.4 Million
Other: $0