Dana Investment Advisors, Inc. has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $2.96 Billion distributed in 537 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $142M, Apple Inc. with a value of $124M, Nvidia Corp with a value of $117M, Amazon Com Inc with a value of $63.7M, and Meta Platforms, Inc. with a value of $58.4M.
Examining the 13F form we can see an increase of $214M in the current position value, from $2.74B to 2.96B.
Dana Investment Advisors, Inc. is based out at Brookfield, WI
Below you can find more details about Dana Investment Advisors, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$2.96 Billion
Technology: $827 Million
Financial Services: $443 Million
Consumer Cyclical: $317 Million
Healthcare: $309 Million
Industrials: $289 Million
Communication Services: $215 Million
Consumer Defensive: $170 Million
Energy: $126 Million
Other: $260 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions