Annapolis Financial Services, LLC has filed its 13F form on July 17, 2024 for Q2 2024 where it was disclosed a total value porftolio of $296 Million distributed in 364 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 $19.2M, Vanguard Value ETF with a value of $16M, Vanguard Total Stock Market Et with a value of $14.8M, Vanguard Mid Cap ETF with a value of $14.6M, and Vanguard Ftse Developed Market with a value of $13.4M.
Examining the 13F form we can see an increase of $1.91M in the current position value, from $294M to 296M.
Below you can find more details about Annapolis Financial Services, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$296 Million
ETFs: $281 Million
Financial Services: $3.4 Million
Technology: $3.24 Million
Communication Services: $2.3 Million
Consumer Cyclical: $1.55 Million
Healthcare: $1.19 Million
Consumer Defensive: $830,000
Industrials: $812,000
Other: $996,000
Stock Holdings Table Market Cap. of $200 Billions or more