Conrad Siegel Investment Advisors, Inc. Portfolio Holdings
Conrad Siegel Investment Advisors, Inc.
- $370 Million
- Q3 2024
Conrad Siegel Investment Advisors, Inc. has filed its 13F form on October 15, 2024 for Q3 2024 where it was disclosed a total value porftolio of $370 Million distributed in 43 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $103M, Vanguard Index Fds S&P 500 ETF with a value of $84M, Ishares Tr with a value of $38.2M, Vanguard Mid Cap ETF with a value of $30.8M, and Ishares Tr with a value of $25.6M.
Examining the 13F form we can see an increase of $26.2M in the current position value, from $344M to 370M.
Below you can find more details about Conrad Siegel Investment Advisors, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$370 Million
ETFs: $342 Million
Technology: $5.44 Million
Communication Services: $2.6 Million
Consumer Cyclical: $1.63 Million
Financial Services: $869,000
Healthcare: $281,000
Energy: $239,000
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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