Ausdal Financial Partners, Inc. has filed its 13F form on August 06, 2024 for Q2 2024 where it was disclosed a total value porftolio of $880 Million distributed in 498 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr with a value of $76.2M, Ishares Msci Acwi ETF with a value of $22.9M, Caterpillar Inc with a value of $22.9M, Schwab Strategic Tr Us Dividen with a value of $22.6M, and Spdr Portfolio S&P 500 ETF (Ma with a value of $19.6M.

Examining the 13F form we can see an increase of $31.4M in the current position value, from $848M to 880M.

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 $880 Million
ETFs: $654 Million
Technology: $56.3 Million
Industrials: $35.6 Million
Financial Services: $33.7 Million
Consumer Cyclical: $18.6 Million
Healthcare: $18.1 Million
Communication Services: $16.2 Million
Energy: $14.5 Million
Other: $20.7 Million

Stock Holdings Table

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

Summary

  • Portfolio
  • No. of Stocks 498
  • Current Value $880 Million
  • Prior Value $848 Million
  • Filing
  • Period Q2 2024
  • Filing Date August 06, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 50 stocks
  • Additional Purchases 234 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 183 stocks
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