Annapolis Financial Services, LLC Portfolio Holdings
Annapolis Financial Services, LLC
- $323 Million
- Q3 2024
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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 487
- Current Value $323 Million
- Prior Value $296 Million
- Filing
- Period Q3 2024
- Filing Date October 16, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 129 stocks
- Additional Purchases 110 stocks
- Sold out of 0 stocks
- Reduced holdings in 36 stocks