All Gen Financial Advisors, Inc. Portfolio Holdings
All Gen Financial Advisors, Inc.
- $246 Billion
- Q1 2024
All Gen Financial Advisors, Inc. has filed its 13F form on April 23, 2024 for Q1 2024 where it was disclosed a total value porftolio of $246 Billion distributed in 38 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 $54.2B, Vanguard with a value of $31.9B, Schwab Strategic Tr Us Dividen with a value of $23B, Jp Morgan Tr Mun ETF (De) with a value of $14.8B, and Ishares Gold Trust with a value of $14.2B.
Examining the 13F form we can see an increase of $53.4B in the current position value, from $192B to 246B.
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.