Drake & Associates, LLC has filed its 13F form on October 16, 2024 for Q3 2024 where it was disclosed a total value porftolio of $306 Million distributed in 87 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Fidelity Merrimack Str Tr Tota with a value of $25.8M, Ishares Core S&P U.S. Value Et with a value of $23.7M, First Tr ETF Viii Tcw Opportun with a value of $22.3M, Spdr Portfolio with a value of $21.8M, and Janus Detroit Str Tr Janus Hen with a value of $21M.
Examining the 13F form we can see an increase of $27.8M in the current position value, from $278M to 306M.
Drake & Associates, LLC is based out at Waukesha, WI
Below you can find more details about Drake & Associates, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$306 Million
ETFs: $267 Million
Technology: $10.8 Million
Healthcare: $6.21 Million
Industrials: $4.22 Million
Financial Services: $3.98 Million
Communication Services: $3.76 Million
Consumer Cyclical: $3.54 Million
Consumer Defensive: $2.88 Million
Other: $3.46 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
