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
$261,000 0.03% of portfolio
2,311
Q3 2024 Added 0.26%
$0
$252,000 0.03% of portfolio
10,099
Q3 2024 New
$147B
$235,000 0.03% of portfolio
1,750
Q3 2024 Added 7.96%
$0
$312,000 0.03% of portfolio
2,906
Q3 2024 Added 3.38%
$0
$270,000 0.03% of portfolio
5,041
Q2 2024 New
$0
$267,000 0.03% of portfolio
4,863
Q3 2024 New
$0
$264,000 0.03% of portfolio
1,315
Q3 2024 New
$0
$293,000 0.03% of portfolio
6,081
Q3 2024 Added 31.74%
$0
$263,000 0.03% of portfolio
6,703
Q1 2024 New
$33.8B
$296,000 0.03% of portfolio
2,494
Q3 2024 Added 9.0%
$0
$311,000 0.03% of portfolio
8,902
Q4 2023 New
$0
$271,000 0.03% of portfolio
3,075
Q3 2024 New
$0
$303,000 0.03% of portfolio
2,026
Q3 2024 Reduced 1.03%
$0
$301,000 0.03% of portfolio
2,993
Q3 2024 Reduced 2.44%
$0
$240,000 0.03% of portfolio
4,174
Q3 2024 New
$34.9B
$275,000 0.03% of portfolio
545
Q3 2024 Reduced 9.62%
$0
$306,000 0.03% of portfolio
5,170
Q3 2024 Added 0.02%
$0
$275,000 0.03% of portfolio
2,464
Q3 2024 Reduced 18.71%
$4.54B
$309,000 0.03% of portfolio
8,197
Q3 2024 Reduced 4.14%
$0
$249,000 0.03% of portfolio
3,456
Q3 2024 Added 1.02%
$79.8B
$296,000 0.03% of portfolio
2,415
Q3 2024 Reduced 3.82%
$0
$237,000 0.03% of portfolio
10,263
Q3 2024 Reduced 9.41%
$45.1B
$305,000 0.03% of portfolio
3,419
Q3 2024 Reduced 0.35%
$146B
$291,000 0.03% of portfolio
4,500
Q3 2024 Added 10.32%
$0
$236,000 0.03% of portfolio
2,994
Q3 2024 Reduced 36.45%
$0
$227,000 0.03% of portfolio
2,785
Q3 2024 Reduced 4.53%
$0
$265,000 0.03% of portfolio
5,610
Q3 2024 Reduced 36.39%
$0
$266,000 0.03% of portfolio
26,540
Q3 2024 Added 0.99%
$0
$308,000 0.03% of portfolio
3,813
Q3 2024 Added 19.6%
$1.96B
$165,000 0.02% of portfolio
17,458
Q3 2024 Added 8.75%
$0
$212,000 0.02% of portfolio
9,132
Q3 2024 New
$0
$219,000 0.02% of portfolio
2,237
Q3 2024 New
$62.3B
$203,000 0.02% of portfolio
2,530
Q3 2024 New
$46B
$222,000 0.02% of portfolio
1,563
Q3 2024 Reduced 1.76%
$0
$202,000 0.02% of portfolio
1,692
Q3 2024 New
$0
$210,000 0.02% of portfolio
39,191
Q3 2024 Added 0.06%
$0
$222,000 0.02% of portfolio
2,095
Q3 2024 New
$0
$217,000 0.02% of portfolio
1,245
Q3 2024 New
$0
$224,000 0.02% of portfolio
2,644
Q3 2024 Reduced 19.04%
$0
$207,000 0.02% of portfolio
2,577
Q3 2024 Reduced 13.64%
$3.81B
$179,000 0.02% of portfolio
10,224
Q3 2024 New
$58.4B
$217,000 0.02% of portfolio
598
Q3 2024 New
$32.7B
$223,000 0.02% of portfolio
2,584
Q3 2024 New
$552M
$161,000 0.02% of portfolio
12,689
Q3 2024 Reduced 1.55%
$0
$202,000 0.02% of portfolio
4,900
Q3 2024 New
$25.2B
$152,000 0.02% of portfolio
10,386
Q3 2024 Added 1.49%
$0
$222,000 0.02% of portfolio
1,803
Q3 2024 Reduced 69.15%
$0
$217,000 0.02% of portfolio
1,852
Q3 2024 Reduced 98.62%
$4.43B
$219,000 0.02% of portfolio
1,299
Q3 2024 Added 789.73%

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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