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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$204B
$26.9 Million 3.0% of portfolio
68,900
Q3 2024 Added 0.14%
$3.7T
$20.3 Million 2.26% of portfolio
87,025
Q3 2024 Added 3.5%
$3.2T
$13 Million 1.45% of portfolio
30,153
Q3 2024 Added 5.6%
$343B
$8.86 Million 0.99% of portfolio
72,981
Q3 2024 Added 4.83%
$303B
$6.25 Million 0.7% of portfolio
31,631
Q3 2024 Reduced 1.42%
$2.3T
$6.14 Million 0.68% of portfolio
32,954
Q3 2024 Added 7.64%
$1.35T
$5.65 Million 0.63% of portfolio
21,601
Q3 2024 Reduced 3.57%
$1.2T
$4.36 Million 0.49% of portfolio
26,084
Q3 2024 Added 14.03%
$523B
$4.16 Million 0.46% of portfolio
15,116
Q3 2024 Added 0.72%
$602B
$4 Million 0.45% of portfolio
8,683
Q3 2024 Added 1.71%
$1.15T
$3.8 Million 0.42% of portfolio
22,909
Q3 2024 Added 2.86%
$137B
$3.71 Million 0.41% of portfolio
8,893
Q3 2024 Reduced 3.62%
$0
$3.37 Million 0.38% of portfolio
165,081
Q3 2024 Reduced 2.59%
$468B
$3.19 Million 0.36% of portfolio
27,185
Q3 2024 Reduced 0.34%
$690B
$3.01 Million 0.34% of portfolio
3,397
Q3 2024 Added 8.12%
$207B
$2.68 Million 0.3% of portfolio
8,791
Q3 2024 Added 5.16%
$417B
$2.58 Million 0.29% of portfolio
2,914
Q3 2024 Added 11.31%
$1.37T
$2.62 Million 0.29% of portfolio
4,575
Q3 2024 Reduced 2.45%
$201B
$2.36 Million 0.26% of portfolio
10,690
Q3 2024 Added 0.41%
$0
$1.97 Million 0.22% of portfolio
97,244
Q3 2024 Added 26.88%
$141B
$1.85 Million 0.21% of portfolio
49,682
Q3 2024 Added 236.64%
$382B
$1.77 Million 0.2% of portfolio
10,216
Q3 2024 Added 2.36%
$159B
$1.79 Million 0.2% of portfolio
81,315
Q3 2024 Reduced 0.23%
$761B
$1.81 Million 0.2% of portfolio
8,600
Q3 2024 Reduced 2.28%
$92.9B
$1.74 Million 0.19% of portfolio
34,132
Q3 2024 Added 5.17%
$73B
$1.58 Million 0.18% of portfolio
54,396
Q3 2024 Added 1.07%
$434B
$1.61 Million 0.18% of portfolio
9,451
Q3 2024 Reduced 0.83%
$55.2B
$1.64 Million 0.18% of portfolio
14,989
Q3 2024 Reduced 4.21%
$419B
$1.51 Million 0.17% of portfolio
3,729
Q3 2024 Added 7.12%
$163B
$1.52 Million 0.17% of portfolio
33,920
Q3 2024 Reduced 2.26%
$384B
$1.51 Million 0.17% of portfolio
9,301
Q3 2024 Reduced 3.66%
$188B
$1.43 Million 0.16% of portfolio
11,766
Q3 2024 Added 3.46%
$204B
$1.34 Million 0.15% of portfolio
7,907
Q3 2024 Reduced 1.67%
$247B
$1.28 Million 0.14% of portfolio
23,968
Q3 2024 Reduced 1.5%
$382B
$1.27 Million 0.14% of portfolio
1,785
Q3 2024 Added 8.05%
$102B
$1.29 Million 0.14% of portfolio
8,475
Q3 2024 Reduced 1.6%
$185B
$1.14 Million 0.13% of portfolio
6,696
Q3 2024 Added 0.25%
$72.1B
$1.19 Million 0.13% of portfolio
26,074
Q3 2024 Added 7.75%
$178B
$1.09 Million 0.12% of portfolio
9,007
Q3 2024 Added 3.05%
$96.2B
$1.06 Million 0.12% of portfolio
6,130
Q3 2024 Added 1,791.98%
$97.1B
$1.04 Million 0.12% of portfolio
33,007
Q3 2024 Reduced 0.59%
$0
$964,000 0.11% of portfolio
82,729
Q3 2024 Added 4.25%
$128B
$976,000 0.11% of portfolio
6,380
Q3 2024 Added 7.08%
$209B
$943,000 0.11% of portfolio
1,920
Q3 2024 Reduced 0.41%
$196B
$994,000 0.11% of portfolio
6,062
Q3 2024 Added 12.99%
$200B
$978,000 0.11% of portfolio
1,889
Q3 2024 Reduced 1.2%
$248B
$992,000 0.11% of portfolio
8,738
Q3 2024 Reduced 2.77%
$3.52B
$975,000 0.11% of portfolio
6,294
Q3 2024 Reduced 5.79%
$477B
$948,000 0.11% of portfolio
1,622
Q3 2024 Reduced 1.76%

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
Track This Portfolio

Track Ausdal Financial Partners, Inc. Portfolio

Follow Ausdal Financial Partners, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ausdal Financial Partners, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Ausdal Financial Partners, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email