Csenge Advisory Group has filed its 13F form on January 30, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.81 Billion distributed in 694 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $115M, Invesco S&P 500 Equal Weight E with a value of $101M, First Tr Morningstar Dividend with a value of $70.1M, First Tr Enhanced Traded Fd Iv with a value of $67.4M, and First Trust Rising Dividend Ac with a value of $66M.

Examining the 13F form we can see an decrease of $166M in the current position value, from $1.97B to 1.81B.

Below you can find more details about Csenge Advisory Group portfolio as well as his latest detailed transactions.

Portfolio value $1.81 Billion
ETFs: $1.28 Billion
Technology: $129 Million
Financial Services: $82.4 Million
Consumer Cyclical: $62.7 Million
Industrials: $44 Million
Healthcare: $40.1 Million
Consumer Defensive: $40 Million
Communication Services: $32.7 Million
Other: $60.1 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 694
  • Current Value $1.81 Billion
  • Prior Value $1.97 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 30, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 67 stocks
  • Additional Purchases 260 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 345 stocks
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