Dana Investment Advisors, Inc. Portfolio Holdings
Dana Investment Advisors, Inc.
- $2.74 Billion
- Q1 2025
Dana Investment Advisors, Inc. has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $2.74 Billion distributed in 542 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $139M, Microsoft Corp with a value of $106M, Nvidia Corp with a value of $82.7M, Amazon Com Inc with a value of $56.4M, and Alphabet Inc. with a value of $51.6M.
Examining the 13F form we can see an decrease of $242M in the current position value, from $2.98B to 2.74B.
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
$2.74 Billion
Technology: $712 Million
Financial Services: $417 Million
Healthcare: $322 Million
Consumer Cyclical: $300 Million
Industrials: $258 Million
Communication Services: $180 Million
Consumer Defensive: $170 Million
Energy: $130 Million
Other: $252 Million
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 542
- Current Value $2.74 Billion
- Prior Value $2.98 Billion
- Filing
- Period Q1 2025
- Filing Date May 15, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 20 stocks
- Additional Purchases 143 stocks
- Sold out of 0 stocks
- Reduced holdings in 328 stocks