Albion Financial Group Portfolio Holdings
Albion Financial Group
- $1.43 Billion
- Q4 2024
Albion Financial Group has filed its 13F form on January 17, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.43 Billion distributed in 683 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $158M, Apple Inc. with a value of $87.9M, Ishares Russell Mid Cap ETF with a value of $77.5M, Microsoft Corp with a value of $58M, and Amazon Com Inc with a value of $54.3M.
Examining the 13F form we can see an increase of $3M in the current position value, from $1.42B to 1.43B.
Below you can find more details about Albion Financial Group portfolio as well as his latest detailed transactions.
Portfolio value
$1.43 Billion
ETFs: $595 Million
Technology: $316 Million
Consumer Cyclical: $120 Million
Financial Services: $103 Million
Industrials: $71.9 Million
Communication Services: $65.3 Million
Healthcare: $64.8 Million
Consumer Defensive: $47.6 Million
Other: $42.9 Million
Stock Holdings Table Market Cap. of Under $50 Millions
Summary
- Portfolio
- No. of Stocks 683
- Current Value $1.43 Billion
- Prior Value $1.42 Billion
- Filing
- Period Q4 2024
- Filing Date January 17, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 197 stocks
- Additional Purchases 152 stocks
- Sold out of 0 stocks
- Reduced holdings in 98 stocks