Altiora Financial Group, LLC Portfolio Holdings

Altiora Financial Group, LLC

  • $452 Billion
  • Q3 2024

Altiora Financial Group, LLC has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $452 Billion distributed in 92 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $107B, Dimensional ETF Tr with a value of $41.1B, Dimensional ETF Tr Short Durat with a value of $35B, Schwab Short Term Us Treasury with a value of $25.1B, and Vanguard Total Stock Market Et with a value of $18.7B.

Examining the 13F form we can see an increase of $35.7B in the current position value, from $417B to 452B.

Altiora Financial Group, LLC is based out at Lebanon, OH

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

Portfolio value $452 Billion
ETFs: $365 Billion
Technology: $7.42 Billion
Consumer Cyclical: $2.35 Billion
Healthcare: $2.29 Billion
Consumer Defensive: $1.65 Billion
Industrials: $1.44 Billion
Communication Services: $1.19 Billion
Energy: $608 Million
Other: $596 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$9.46B
$1.83 Billion 0.4% of portfolio
34,612
Q2 2024 Added 82.17%
$3.4B
$344 Million 0.08% of portfolio
2,040
Q3 2024 Added 866.82%
$9.96B
$303 Million 0.07% of portfolio
7,600
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 92
  • Current Value $452 Billion
  • Prior Value $417 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 12, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 7 stocks
  • Additional Purchases 34 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 22 stocks
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