Ashford Advisors, LLC Portfolio Holdings

Ashford Advisors, LLC

  • $430 Million
  • Q3 2024

Ashford Advisors, LLC has filed its 13F form on October 28, 2024 for Q3 2024 where it was disclosed a total value porftolio of $430 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 $251M, Vanguard Total Stock Market Et with a value of $48.4M, Schwab Fundamental U S Large C with a value of $48.1M, Schwab Strategic Tr Us Large C with a value of $38.8M, and Schwab Strategic Tr Us Broad M with a value of $17.1M.

Examining the 13F form we can see an increase of $22.1M in the current position value, from $407M to 430M.

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

Portfolio value $430 Million
ETFs: $430 Million

Stock Holdings Table Market Cap. of Under $50 Millions

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

Summary

  • Portfolio
  • No. of Stocks 15
  • Current Value $430 Million
  • Prior Value $407 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 28, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 0 stocks
  • Additional Purchases 1 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 4 stocks
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