Ashford Advisors, LLC Portfolio Holdings

Ashford Advisors, LLC

  • $433 Million
  • Q4 2024

Ashford Advisors, LLC has filed its 13F form on February 03, 2025 for Q4 2024 where it was disclosed a total value porftolio of $433 Million distributed in 15 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $252M, Vanguard Total Stock Market Et with a value of $49.6M, Schwab Fundamental U S Large C with a value of $47.5M, Schwab Strategic Tr Us Large C with a value of $39.6M, and Schwab Strategic Tr Us Broad M with a value of $17.2M.

Examining the 13F form we can see an increase of $2.99M in the current position value, from $430M to 433M.

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

Portfolio value $433 Million
ETFs: $433 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 15
  • Current Value $433 Million
  • Prior Value $430 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 03, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 0 stocks
  • Additional Purchases 4 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 3 stocks
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