All Gen Financial Advisors, Inc. Portfolio Holdings

All Gen Financial Advisors, Inc.

  • $372 Billion
  • Q2 2025

All Gen Financial Advisors, Inc. has filed its 13F form on August 07, 2025 for Q2 2025 where it was disclosed a total value porftolio of $372 Billion distributed in 42 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $78.9B, Vanguard Bd Index Fd Inc Total with a value of $62B, Vanguard Ftse All World Ex Us with a value of $31.5B, Ishares Gold Trust with a value of $22.5B, and Invesco Exchange Traded Fd Tr with a value of $21.4B.

Examining the 13F form we can see an increase of $34.5B in the current position value, from $338B to 372B.

All Gen Financial Advisors, Inc. is based out at Orlando, FL

Below you can find more details about All Gen Financial Advisors, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $372 Billion
ETFs: $353 Billion
Technology: $5.76 Billion
Industrials: $4.18 Billion
Consumer Defensive: $3.57 Billion
Financial Services: $2.97 Billion
Consumer Cyclical: $1.21 Billion
Energy: $743 Million
Communication Services: $335 Million
Other: $618 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$78.9 Billion 21.2% of portfolio
259,640
Q2 2025 Added 54.48%
$0
$62 Billion 16.66% of portfolio
842,377
Q2 2025 Added 16.36%
$0
$31.5 Billion 8.47% of portfolio
469,078
Q2 2025 Added 71.25%
$53.5B
$22.5 Billion 6.05% of portfolio
361,432
Q2 2025 Reduced 1.72%
$0
$21.4 Billion 5.74% of portfolio
94,178
Q2 2025 New
$0
$18.5 Billion 4.97% of portfolio
141,057
Q2 2025 New
$0
$13.4 Billion 3.61% of portfolio
298,203
Q2 2025 New
$0
$12.4 Billion 3.34% of portfolio
250,195
Q2 2025 Reduced 12.27%
$0
$10.8 Billion 2.9% of portfolio
303,123
Q2 2025 New
$0
$10.6 Billion 2.84% of portfolio
225,039
Q2 2025 Reduced 72.98%
$0
$9.61 Billion 2.58% of portfolio
502,279
Q2 2025 New
$0
$8.85 Billion 2.38% of portfolio
162,943
Q2 2025 Added 76.46%
$0
$8.12 Billion 2.18% of portfolio
305,555
Q2 2025 Added 164.08%
$0
$6.24 Billion 1.68% of portfolio
106,230
Q2 2025 Reduced 68.33%
$0
$5.51 Billion 1.48% of portfolio
164,205
Q2 2025 New
$0
$5.23 Billion 1.41% of portfolio
57,051
Q2 2025 New
$0
$3.79 Billion 1.02% of portfolio
129,888
Q2 2025 Reduced 73.97%
$3.95T
$3.67 Billion 0.98% of portfolio
7,371
Q2 2025 Reduced 53.44%
$0
$3.58 Billion 0.96% of portfolio
73,588
Q2 2025 New
$0
$3.52 Billion 0.95% of portfolio
6,390
Q2 2025 Reduced 56.96%
$0
$3.43 Billion 0.92% of portfolio
129,393
Q2 2025 Reduced 72.27%
$0
$3.21 Billion 0.86% of portfolio
82,865
Q2 2025 Reduced 55.02%
$621B
$2.97 Billion 0.8% of portfolio
6,121
Q2 2025 Reduced 54.6%
$0
$2.07 Billion 0.56% of portfolio
31,647
Q2 2025 Reduced 44.88%
$0
$1.94 Billion 0.52% of portfolio
24,420
Q2 2025 New
$281B
$1.88 Billion 0.5% of portfolio
19,183
Q2 2025 Reduced 49.76%
$3.69T
$1.85 Billion 0.5% of portfolio
9,029
Q2 2025 Added 1.34%
$229B
$1.75 Billion 0.47% of portfolio
12,015
Q2 2025 Reduced 56.1%
$368B
$1.7 Billion 0.46% of portfolio
10,663
Q2 2025 Reduced 52.56%
$1.14B
$1.63 Billion 0.44% of portfolio
11,649
Q2 2025 Added 247.84%
$405B
$844 Million 0.23% of portfolio
2,301
Q2 2024 Added 64.24%
$19.9B
$794 Million 0.21% of portfolio
2,126
Q2 2025 Reduced 58.26%
$442B
$743 Million 0.2% of portfolio
6,894
Q2 2025 Reduced 55.32%
$0
$630 Million 0.17% of portfolio
1,108
Q2 2025 Added 26.2%
$1.08T
$362 Million 0.1% of portfolio
1,139
Q2 2025 Added 0.09%
$545B
$335 Million 0.09% of portfolio
250
Q1 2025 New
$456B
$245 Million 0.07% of portfolio
1,550
Q2 2025 New
$102B
$211 Million 0.06% of portfolio
2,300
Q1 2025 New
$112B
$206 Million 0.06% of portfolio
538
Q2 2025 New
$38.8B
$201 Million 0.05% of portfolio
770
Q2 2025 New
Falcons Beyond Global Inc
-
$141 Million 0.04% of portfolio
-
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 42
  • Current Value $372 Billion
  • Prior Value $338 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 07, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 13 stocks
  • Additional Purchases 9 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 16 stocks
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