Annapolis Financial Services, LLC has filed its 13F form on October 16, 2024 for Q3 2024 where it was disclosed a total value porftolio of $323 Million distributed in 487 stocks.
Among their holdings, we can observe that their the top five positions include companies like: American Centy ETF Tr Avantis with a value of $24M, Vanguard Mid Cap ETF with a value of $16.8M, Vanguard Value ETF with a value of $16.5M, Vanguard Total Stock Market Et with a value of $14.8M, and Vanguard Mega Cap ETF with a value of $14.1M.
Examining the 13F form we can see an increase of $27M in the current position value, from $296M to 323M.
Below you can find more details about Annapolis Financial Services, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$323 Million
ETFs: $306 Million
Financial Services: $3.82 Million
Technology: $3.16 Million
Communication Services: $2.43 Million
Consumer Cyclical: $1.63 Million
Healthcare: $1.27 Million
Industrials: $980,000
Consumer Defensive: $889,000
Other: $1.1 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
