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 Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.78B
$355,000 0.04% of portfolio
6,165
Q3 2024 Reduced 6.97%
$1.48B
$374,000 0.04% of portfolio
33,800
Q1 2024 Added 3.05%
$1.04B
$235,000 0.03% of portfolio
24,005
Q3 2024 Added 0.09%
$833M
$237,000 0.03% of portfolio
34,459
Q3 2024 Added 19.77%
$1.77B
$238,000 0.03% of portfolio
573
Q3 2024 New
$1.94B
$165,000 0.02% of portfolio
17,458
Q3 2024 Added 8.75%
$566M
$161,000 0.02% of portfolio
12,689
Q3 2024 Reduced 1.55%
$893M
$196,000 0.02% of portfolio
17,651
Q3 2024 New
$565M
$114,000 0.01% of portfolio
117,905
Q3 2024 New
$919M
$76,000 0.01% of portfolio
13,942
Q3 2024 Added 14.4%
$602M
$6,000 0.0% of portfolio
12,513
Q1 2024 New
$1.24B
$36,000 0.0% of portfolio
24,575
Q3 2023 Reduced 2.38%

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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