All Gen Financial Advisors, Inc. Portfolio Holdings

All Gen Financial Advisors, Inc.

  • $308 Billion
  • Q3 2024

All Gen Financial Advisors, Inc. has filed its 13F form on October 24, 2024 for Q3 2024 where it was disclosed a total value porftolio of $308 Billion distributed in 40 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Bd Index Fd Inc Total with a value of $44.3B, J P Morgan Exchange Traded Fd with a value of $39.4B, Vanguard Total Stock Market Et with a value of $23B, Ishares Gold Trust with a value of $20.1B, and Vanguard with a value of $19.1B.

Examining the 13F form we can see an increase of $44.5B in the current position value, from $264B to 308B.

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 $308 Billion
ETFs: $256 Billion
Consumer Defensive: $13.3 Billion
Technology: $12.2 Billion
Healthcare: $8.39 Billion
Financial Services: $6.83 Billion
Industrials: $5.79 Billion
Consumer Cyclical: $3.24 Billion
Energy: $2.02 Billion
Other: $207 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 40
  • Current Value $308 Billion
  • Prior Value $264 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 24, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 5 stocks
  • Additional Purchases 19 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 15 stocks
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