Andesa Financial Management Inc. Portfolio Holdings
Andesa Financial Management Inc.
- $338 Million
- Q1 2023
Andesa Financial Management Inc. has filed its 13F form on May 04, 2023 for Q1 2023 where it was disclosed a total value porftolio of $338 Million distributed in 125 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $19.3M, Microsoft Corp with a value of $15.8M, Amplify ETF Tr Amplify Cwp Enh with a value of $14.5M, Eaton Corp PLC with a value of $10.7M, and Spdr Index Shs Fds Msci Eafe S with a value of $8.7M.
Examining the 13F form we can see an increase of $154M in the current position value, from $183M to 338M.
Below you can find more details about Andesa Financial Management Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$338 Million
ETFs: $129 Million
Technology: $61.8 Million
Financial Services: $29.2 Million
Industrials: $25 Million
Healthcare: $24.7 Million
Consumer Cyclical: $23.5 Million
Energy: $17.4 Million
Consumer Defensive: $11.5 Million
Other: $15.7 Million
Stock Holdings Table Companies Only
Summary
- Portfolio
- No. of Stocks 125
- Current Value $338 Million
- Prior Value $183 Million
- Filing
- Period Q1 2023
- Filing Date May 04, 2023
- Form Type 13F-HR
- Activity in Q1 2023
- New Purchases 18 stocks
- Additional Purchases 102 stocks
- Sold out of 0 stocks
- Reduced holdings in 5 stocks