Drake & Associates, LLC has filed its 13F form on July 22, 2025 for Q2 2025 where it was disclosed a total value porftolio of $407 Million distributed in 92 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 $33.5M, Columbia ETF Tr I with a value of $30.9M, Ishares Core S&P U.S. Value Et with a value of $26.8M, Spdr Portfolio with a value of $26.3M, and First Tr ETF Viii Tcw Opportun with a value of $25.2M.
Examining the 13F form we can see an increase of $52.5M in the current position value, from $355M to 407M.
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
$407 Million
ETFs: $310 Million
Technology: $18.3 Million
Industrials: $15.2 Million
Financial Services: $12.9 Million
Healthcare: $10.6 Million
Utilities: $9.34 Million
Communication Services: $8.16 Million
Consumer Defensive: $8.08 Million
Other: $14.1 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
