Armbruster Capital Management, Inc. has filed its 13F form on November 04, 2024 for Q3 2024 where it was disclosed a total value porftolio of $500 Million distributed in 130 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Wellington Fd U S Val with a value of $50.3M, Ishares Msci Usa Momentum Fact with a value of $40.6M, Invesco Exchange Traded Fd Tr with a value of $30.5M, Invesco ETF Tr Ii S&P 500 Low with a value of $29.2M, and Ishares Msci Usa Quality Facto with a value of $25.9M.

Examining the 13F form we can see an increase of $19M in the current position value, from $481M to 500M.

Below you can find more details about Armbruster Capital Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $500 Million
ETFs: $463 Million
Technology: $6.6 Million
Industrials: $5.81 Million
Healthcare: $5.48 Million
Financial Services: $4.38 Million
Consumer Defensive: $3.56 Million
Energy: $2.17 Million
Real Estate: $1.43 Million
Other: $3.81 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

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

Summary

  • Portfolio
  • No. of Stocks 130
  • Current Value $500 Million
  • Prior Value $481 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 04, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 15 stocks
  • Additional Purchases 39 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 51 stocks
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