Conrad Siegel Investment Advisors, Inc. Portfolio Holdings
Conrad Siegel Investment Advisors, Inc.
- $389 Million
- Q1 2025
Conrad Siegel Investment Advisors, Inc. has filed its 13F form on April 08, 2025 for Q1 2025 where it was disclosed a total value porftolio of $389 Million distributed in 50 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 $99M, Vanguard Index Fds S&P 500 ETF with a value of $82M, Ishares Tr with a value of $38.3M, Vanguard Mid Cap ETF with a value of $30M, and Ishares Tr with a value of $23.7M.
Examining the 13F form we can see an increase of $17.6M in the current position value, from $371M to 389M.
Below you can find more details about Conrad Siegel Investment Advisors, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$389 Million
ETFs: $359 Million
Technology: $5.13 Million
Communication Services: $2.28 Million
Consumer Cyclical: $1.82 Million
Financial Services: $1.02 Million
Healthcare: $271,000
Energy: $241,000
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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