Arlington Financial Advisors, LLC Portfolio Holdings

Arlington Financial Advisors, LLC

  • $394 Million
  • Q3 2024

Arlington Financial Advisors, LLC has filed its 13F form on October 31, 2024 for Q3 2024 where it was disclosed a total value porftolio of $394 Million distributed in 71 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Capital Group Global Growth Eq with a value of $33.2M, Schwab Fundamental Intl Large with a value of $31.9M, First Tr Nasdaq Clean Edge Sma with a value of $27.2M, American Centy ETF Tr Avantis with a value of $26.6M, and ETF Ser Solution Distillate Us with a value of $25.3M.

Examining the 13F form we can see an increase of $24.6M in the current position value, from $369M to 394M.

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

Portfolio value $394 Million
ETFs: $260 Million
Technology: $31.7 Million
Healthcare: $20.1 Million
Consumer Cyclical: $18.3 Million
Financial Services: $16.1 Million
Communication Services: $12.8 Million
Consumer Defensive: $8.69 Million
Industrials: $5.65 Million
Other: $5.34 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 71
  • Current Value $394 Million
  • Prior Value $369 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 31, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 4 stocks
  • Additional Purchases 36 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 22 stocks
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