Drake & Associates, LLC has filed its 13F form on April 29, 2025 for Q1 2025 where it was disclosed a total value porftolio of $355 Million distributed in 89 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 $33.1M, Columbia ETF Tr I with a value of $26.7M, Ishares Core S&P U.S. Value Et with a value of $24.9M, First Tr ETF Viii Tcw Opportun with a value of $24.7M, and Janus Detroit Str Tr Janus Hen with a value of $24.5M.
Examining the 13F form we can see an increase of $12.6M in the current position value, from $342M to 355M.
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
$355 Million
ETFs: $285 Million
Technology: $17.4 Million
Industrials: $9.76 Million
Healthcare: $8.37 Million
Financial Services: $8.04 Million
Consumer Cyclical: $5.37 Million
Communication Services: $5.35 Million
Consumer Defensive: $5.26 Million
Other: $9.6 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
