Drake & Associates, LLC Portfolio Holdings
Drake & Associates, LLC
- $278 Million
- Q2 2024
Drake & Associates, LLC has filed its 13F form on August 05, 2024 for Q2 2024 where it was disclosed a total value porftolio of $278 Million distributed in 78 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 $24M, Ishares Core S&P U.S. Value Et with a value of $21.3M, Spdr Portfolio with a value of $20.9M, First Tr ETF Viii Tcw Opportun with a value of $20.7M, and Vaneck Morningstar Wide Moat E with a value of $20.1M.
Examining the 13F form we can see an increase of $5.97M in the current position value, from $272M to 278M.
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.