All Gen Financial Advisors, Inc. Portfolio Holdings

All Gen Financial Advisors, Inc.

  • $264 Billion
  • Q2 2024

All Gen Financial Advisors, Inc. has filed its 13F form on August 12, 2024 for Q2 2024 where it was disclosed a total value porftolio of $264 Billion distributed in 37 stocks.

Among their holdings, we can observe that their the top five positions include companies like: J P Morgan Exchange Traded Fd with a value of $47.4B, Vanguard with a value of $24.4B, Schwab Strategic Tr Us Dividen with a value of $23B, Vanguard Bd Index Fd Inc Total with a value of $19.9B, and Ishares Gold Trust with a value of $17.5B.

Examining the 13F form we can see an increase of $18B in the current position value, from $246B to 264B.

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 $264 Billion
ETFs: $211 Billion
Technology: $14.1 Billion
Consumer Defensive: $12 Billion
Financial Services: $8.34 Billion
Healthcare: $7 Billion
Industrials: $5.13 Billion
Energy: $3.22 Billion
Consumer Cyclical: $2.92 Billion
Other: $0

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 37
  • Current Value $264 Billion
  • Prior Value $246 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 12, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 4 stocks
  • Additional Purchases 19 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 13 stocks
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