Ausdal Financial Partners, Inc. Portfolio Holdings

Ausdal Financial Partners, Inc.

  • $1.25 Billion
  • Q1 2025

Ausdal Financial Partners, Inc. has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.25 Billion distributed in 645 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr with a value of $105M, Apple Inc. with a value of $38.1M, Wisdomtree Floating Rate Treas with a value of $34.1M, Schwab Strategic Tr Us Large C with a value of $32.2M, and Schwab Strategic Tr Us Dividen with a value of $30.5M.

Examining the 13F form we can see an increase of $146M in the current position value, from $1.1B to 1.25B.

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 $1.25 Billion
ETFs: $875 Million
Technology: $92.2 Million
Financial Services: $61.4 Million
Industrials: $52.1 Million
Consumer Cyclical: $35.8 Million
Communication Services: $32.3 Million
Healthcare: $24.6 Million
Consumer Defensive: $24.2 Million
Other: $32.9 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.39B
$1.13 Million 0.09% of portfolio
29,667
Q1 2025 Reduced 0.5%
$3.93B
$1.02 Million 0.08% of portfolio
48,113
Q1 2025 Added 27.18%
$3.16B
$821,000 0.07% of portfolio
10,224
Q1 2025 Added 99.69%
$5.99B
$666,000 0.05% of portfolio
465
Q1 2025 Added 34.78%
$6.53B
$609,000 0.05% of portfolio
28,742
Q1 2025 Reduced 7.07%
$3.52B
$586,000 0.05% of portfolio
22,364
Q1 2025 Reduced 2.25%
$3.98B
$520,000 0.04% of portfolio
1,807
Q1 2025 Reduced 2.95%
$2.31B
$187,000 0.02% of portfolio
12,837
Q1 2025 Added 14.29%
$8.35B
$200,000 0.02% of portfolio
9,090
Q1 2025 New
$3.12B
$289,000 0.02% of portfolio
7,396
Q1 2025 Reduced 1.47%
$9.94B
$225,000 0.02% of portfolio
11,913
Q1 2025 New
$2.39B
$198,000 0.02% of portfolio
27,904
Q1 2025 New
$2.5B
$233,000 0.02% of portfolio
15,675
Q1 2025 New
$2.35B
$76,000 0.01% of portfolio
11,900
Q1 2025 New
$5.27B
$139,000 0.01% of portfolio
10,416
Q1 2025 New
$2.64B
$120,000 0.01% of portfolio
17,461
Q1 2025 Added 4.55%
$3.08B
$96,000 0.01% of portfolio
11,450
Q4 2024 Reduced 44.01%

Summary

  • Portfolio
  • No. of Stocks 645
  • Current Value $1.25 Billion
  • Prior Value $1.1 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 96 stocks
  • Additional Purchases 374 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 161 stocks
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