Dana Investment Advisors, Inc. has filed its 13F form on November 13, 2024 for Q3 2024 where it was disclosed a total value porftolio of $2.99 Billion distributed in 531 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $144M, Microsoft Corp with a value of $112M, Nvidia Corp with a value of $88.1M, Alphabet Inc. with a value of $60.3M, and Amazon Com Inc with a value of $55.9M.

Examining the 13F form we can see an increase of $55.3M in the current position value, from $2.93B to 2.99B.

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 $2.99 Billion
Technology: $823 Million
Financial Services: $414 Million
Healthcare: $345 Million
Consumer Cyclical: $327 Million
Industrials: $302 Million
Communication Services: $203 Million
Consumer Defensive: $173 Million
Energy: $128 Million
Other: $270 Million

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

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

Summary

  • Portfolio
  • No. of Stocks 531
  • Current Value $2.99 Billion
  • Prior Value $2.93 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 13, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 34 stocks
  • Additional Purchases 144 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 316 stocks
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