Barber Financial Group, Inc. Portfolio Holdings

Barber Financial Group, Inc.

  • $567 Million
  • Q1 2023

Barber Financial Group, Inc. has filed its 13F form on May 04, 2023 for Q1 2023 where it was disclosed a total value porftolio of $567 Million distributed in 148 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Barclays 0 5 Year Tips with a value of $119M, Invesco Qqq Trust, Series 1 with a value of $72.8M, Spdr S&P 500 ETF Trust with a value of $56.8M, Ishares S&P 500 Growth ETF with a value of $56.3M, and Spdr Portfolio S&P 1500 Compos with a value of $31.9M.

Examining the 13F form we can see an increase of $206M in the current position value, from $361M to 567M.

Below you can find more details about Barber Financial Group, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $567 Million
ETFs: $514 Million
Financial Services: $12.2 Million
Technology: $9.19 Million
Consumer Defensive: $7.85 Million
Industrials: $5.88 Million
Consumer Cyclical: $4.02 Million
Communication Services: $3.32 Million
Energy: $3.2 Million
Other: $7.41 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$744M
$262,000 0.05% of portfolio
25,000
Q2 2020 New

Summary

  • Portfolio
  • No. of Stocks 148
  • Current Value $567 Million
  • Prior Value $361 Million
  • Filing
  • Period Q1 2023
  • Filing Date May 04, 2023
  • Form Type 13F-HR
  • Activity in Q1 2023
  • New Purchases 20 stocks
  • Additional Purchases 55 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 62 stocks
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