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
$3.83 Million 0.43% of portfolio
71,382
Q3 2024 Reduced 2.83%
$1.17T
$3.8 Million 0.42% of portfolio
22,909
Q3 2024 Added 2.86%
$0
$3.67 Million 0.41% of portfolio
34,382
Q3 2024 Reduced 5.47%
$134B
$3.71 Million 0.41% of portfolio
8,893
Q3 2024 Reduced 3.62%
$0
$3.7 Million 0.41% of portfolio
51,590
Q3 2024 Added 0.42%
$0
$3.68 Million 0.41% of portfolio
67,228
Q3 2024 Reduced 7.18%
$0
$3.69 Million 0.41% of portfolio
28,820
Q3 2024 Reduced 4.18%
$0
$3.56 Million 0.4% of portfolio
78,265
Q3 2024 Reduced 50.05%
$0
$3.51 Million 0.39% of portfolio
6,644
Q3 2024 Reduced 11.33%
$0
$3.54 Million 0.39% of portfolio
94,599
Q3 2024 Added 3.07%
$0
$3.38 Million 0.38% of portfolio
251,785
Q3 2024 Added 30.97%
$0
$3.41 Million 0.38% of portfolio
13,996
Q3 2024 Added 0.65%
$0
$3.37 Million 0.38% of portfolio
165,081
Q3 2024 Reduced 2.59%
$0
$3.42 Million 0.38% of portfolio
52,894
Q3 2024 Reduced 10.92%
$0
$3.33 Million 0.37% of portfolio
71,149
Q3 2024 Added 27.33%
$0
$3.3 Million 0.37% of portfolio
25,403
Q3 2024 Reduced 0.6%
$450B
$3.19 Million 0.36% of portfolio
27,185
Q3 2024 Reduced 0.34%
$0
$3.21 Million 0.36% of portfolio
13,074
Q3 2024 Added 2.56%
$0
$3.14 Million 0.35% of portfolio
86,089
Q3 2024 Added 7.05%
$0
$3.18 Million 0.35% of portfolio
106,321
Q3 2024 Added 158.56%
$42.3B
$3.15 Million 0.35% of portfolio
63,364
Q3 2024 Added 7.4%
$0
$3.1 Million 0.34% of portfolio
108,941
Q3 2024 Reduced 43.35%
$0
$3.03 Million 0.34% of portfolio
66,569
Q3 2024 Reduced 6.97%
$740B
$3.01 Million 0.34% of portfolio
3,397
Q3 2024 Added 8.12%
$0
$3.06 Million 0.34% of portfolio
74,454
Q3 2024 Added 2.88%
$0
$3.07 Million 0.34% of portfolio
16,855
Q3 2024 Reduced 6.51%
$0
$2.98 Million 0.33% of portfolio
15,577
Q3 2024 Reduced 3.75%
$0
$2.82 Million 0.31% of portfolio
96,799
Q3 2024 Added 6.74%
$218B
$2.68 Million 0.3% of portfolio
8,791
Q3 2024 Added 5.16%
$0
$2.71 Million 0.3% of portfolio
32,533
Q3 2024 Reduced 2.62%
$259B
$2.61 Million 0.29% of portfolio
32,367
Q3 2024 Added 8.63%
$435B
$2.58 Million 0.29% of portfolio
2,914
Q3 2024 Added 11.31%
$0
$2.57 Million 0.29% of portfolio
80,823
Q3 2024 Reduced 1.52%
$1.39T
$2.62 Million 0.29% of portfolio
4,575
Q3 2024 Reduced 2.45%
$0
$2.51 Million 0.28% of portfolio
46,865
Q3 2024 Reduced 3.48%
$0
$2.5 Million 0.28% of portfolio
10,846
Q3 2024 Added 0.41%
$0
$2.5 Million 0.28% of portfolio
40,869
Q3 2024 Reduced 15.4%
$0
$2.45 Million 0.27% of portfolio
13,701
Q3 2024 Reduced 12.39%
$0
$2.43 Million 0.27% of portfolio
47,984
Q3 2024 Added 7.2%
$205B
$2.36 Million 0.26% of portfolio
10,690
Q3 2024 Added 0.41%
$0
$2.34 Million 0.26% of portfolio
29,756
Q3 2024 Added 7.89%
$0
$2.28 Million 0.25% of portfolio
34,207
Q3 2024 Reduced 3.41%
$0
$2.23 Million 0.25% of portfolio
42,939
Q3 2024 Reduced 12.69%
$0
$2.13 Million 0.24% of portfolio
35,974
Q3 2024 Added 7.38%
$0
$2.11 Million 0.24% of portfolio
37,232
Q3 2024 Reduced 3.74%
$0
$2.08 Million 0.23% of portfolio
50,445
Q3 2024 Reduced 4.9%
$0
$2.07 Million 0.23% of portfolio
17,755
Q3 2024 Added 71.99%
$0
$2.06 Million 0.23% of portfolio
21,416
Q3 2024 Reduced 4.11%
$0
$2.1 Million 0.23% of portfolio
45,170
Q3 2024 Reduced 8.12%

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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