Allium Financial Advisors, LLC Portfolio Holdings

Allium Financial Advisors, LLC

  • $110 Billion
  • Q1 2025

Allium Financial Advisors, LLC has filed its 13F form on May 07, 2025 for Q1 2025 where it was disclosed a total value porftolio of $110 Billion distributed in 85 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc with a value of $22.4B, Runway Growth Finance Corp. with a value of $10.6B, Ishares Core S&P 500 ETF with a value of $8.31B, Apple Inc. with a value of $5.75B, and Costco Wholesale Corp with a value of $4.98B.

Examining the 13F form we can see an increase of $110B in the current position value.

Allium Financial Advisors, LLC is based out at Lake Oswego, OR

Below you can find more details about Allium Financial Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $110 Billion
Financial Services: $37.7 Billion
ETFs: $33.7 Billion
Technology: $16.5 Billion
Consumer Cyclical: $5.89 Billion
Consumer Defensive: $5.59 Billion
Healthcare: $4.57 Billion
Communication Services: $4.13 Billion
Industrials: $287 Million
Other: $496 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$464 Million 0.42% of portfolio
23,421
Q1 2025 New
$28.8M
$15.7 Million 0.01% of portfolio
25,000
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 85
  • Current Value $110 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 07, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 85 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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