Ausdal Financial Partners, Inc. Portfolio Holdings

Ausdal Financial Partners, Inc.

  • $897 Million
  • Q3 2024

Ausdal Financial Partners, Inc. has filed its 13F form on October 04, 2024 for Q3 2024 where it was disclosed a total value porftolio of $897 Million distributed in 519 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr with a value of $75.6M, Caterpillar Inc with a value of $26.9M, Schwab Strategic Tr Us Dividen with a value of $21.3M, Spdr Portfolio S&P 500 ETF (Ma with a value of $20.8M, and Apple Inc. with a value of $20.3M.

Examining the 13F form we can see an increase of $17.7M in the current position value, from $880M to 897M.

Ausdal Financial Partners, Inc. is based out at Davenport, IA

Below you can find more details about Ausdal Financial Partners, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $897 Million
ETFs: $653 Million
Technology: $64.1 Million
Industrials: $41.3 Million
Financial Services: $36.5 Million
Consumer Cyclical: $21.6 Million
Healthcare: $18.7 Million
Communication Services: $17 Million
Consumer Defensive: $15.7 Million
Other: $22.6 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$75.6 Million 8.43% of portfolio
683,546
Q3 2024 Reduced 0.9%
$201B
$26.9 Million 3.0% of portfolio
68,900
Q3 2024 Added 0.14%
$0
$21.3 Million 2.37% of portfolio
251,537
Q3 2024 Reduced 13.52%
$0
$20.8 Million 2.32% of portfolio
308,615
Q3 2024 Added 0.62%
$3.68T
$20.3 Million 2.26% of portfolio
87,025
Q3 2024 Added 3.5%
$0
$18.9 Million 2.11% of portfolio
206,126
Q3 2024 Added 34.95%
$0
$18.8 Million 2.09% of portfolio
373,781
Q3 2024 Added 17.05%
$0
$17 Million 1.9% of portfolio
452,763
Q3 2024 Added 2.54%
$0
$17 Million 1.89% of portfolio
162,857
Q3 2024 Added 0.18%
$0
$13.1 Million 1.46% of portfolio
26,772
Q3 2024 Reduced 1.06%
$3.1T
$13 Million 1.45% of portfolio
30,153
Q3 2024 Added 5.6%
$0
$12.1 Million 1.34% of portfolio
100,941
Q3 2024 Reduced 50.55%
$0
$11.9 Million 1.32% of portfolio
224,815
Q3 2024 Added 6.89%
$0
$9.11 Million 1.02% of portfolio
46,203
Q3 2024 Added 80.98%
$0
$9.05 Million 1.01% of portfolio
40,961
Q3 2024 Added 1.45%
$364B
$8.86 Million 0.99% of portfolio
72,981
Q3 2024 Added 4.83%
$0
$8.13 Million 0.91% of portfolio
42,857
Q3 2024 New
$0
$7.87 Million 0.88% of portfolio
13,648
Q3 2024 Added 10.22%
$0
$7.44 Million 0.83% of portfolio
89,496
Q3 2024 Added 2.52%
$0
$7.44 Million 0.83% of portfolio
78,188
Q3 2024 Added 198.8%
$0
$7.43 Million 0.83% of portfolio
89,616
Q3 2024 Added 28.98%
$0
$7.25 Million 0.81% of portfolio
72,939
Q3 2024 Added 4.95%
$0
$7.01 Million 0.78% of portfolio
18,257
Q3 2024 Reduced 2.56%
$0
$6.99 Million 0.78% of portfolio
132,221
Q3 2024 Added 44.68%
$0
$6.28 Million 0.7% of portfolio
23,790
Q3 2024 Reduced 7.02%
$297B
$6.25 Million 0.7% of portfolio
31,631
Q3 2024 Reduced 1.42%
$0
$6.22 Million 0.69% of portfolio
61,741
Q3 2024 Added 42.38%
$2.07T
$6.14 Million 0.68% of portfolio
32,954
Q3 2024 Added 7.64%
$0
$5.98 Million 0.67% of portfolio
10,190
Q3 2024 Reduced 0.25%
$1.08T
$5.65 Million 0.63% of portfolio
21,601
Q3 2024 Reduced 3.57%
$0
$5.28 Million 0.59% of portfolio
102,487
Q3 2024 Reduced 6.97%
$0
$5.18 Million 0.58% of portfolio
25,822
Q3 2024 Added 0.6%
$0
$4.86 Million 0.54% of portfolio
144,203
Q3 2024 Added 1.71%
$0
$4.77 Million 0.53% of portfolio
54,311
Q3 2024 Added 9.02%
$0
$4.67 Million 0.52% of portfolio
17,719
Q3 2024 Reduced 1.41%
$0
$4.46 Million 0.5% of portfolio
59,368
Q3 2024 Added 74.82%
$1.08T
$4.36 Million 0.49% of portfolio
26,084
Q3 2024 Added 14.03%
$0
$4.38 Million 0.49% of portfolio
15,475
Q3 2024 Reduced 1.7%
$0
$4.32 Million 0.48% of portfolio
7,533
Q3 2024 Added 10.33%
$84.4B
$4.29 Million 0.48% of portfolio
17,646
Q3 2024 Added 7.58%
$0
$4.11 Million 0.46% of portfolio
17,316
Q3 2024 Added 0.91%
$503B
$4.16 Million 0.46% of portfolio
15,116
Q3 2024 Added 0.72%
$0
$4.02 Million 0.45% of portfolio
59,203
Q3 2024 Added 5.04%
$0
$4.07 Million 0.45% of portfolio
67,898
Q3 2024 Reduced 11.11%
$610B
$4 Million 0.45% of portfolio
8,683
Q3 2024 Added 1.71%
$0
$4.04 Million 0.45% of portfolio
48,592
Q3 2024 Added 3.88%
$0
$3.94 Million 0.44% of portfolio
74,384
Q3 2024 Added 383.86%
$0
$3.94 Million 0.44% of portfolio
68,216
Q3 2024 Added 32.79%
$0
$3.86 Million 0.43% of portfolio
183,943
Q3 2024 Added 1.27%

Summary

  • Portfolio
  • No. of Stocks 519
  • Current Value $897 Million
  • Prior Value $880 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 04, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 47 stocks
  • Additional Purchases 235 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 209 stocks
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