Exeter Financial, LLC has filed its 13F form on April 15, 2024 for Q1 2024 where it was disclosed a total value porftolio of $218 Million distributed in 90 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $12.4M, First Trust Enhanced Equity Income Fund with a value of $9.94M, Vanguard Bd Index Fd Inc Short with a value of $9.65M, Microsoft Corp with a value of $9.23M, and Blackrock Ultra Short Term Bon with a value of $9.07M.
Examining the 13F form we can see an increase of $13.8M in the current position value, from $204M to 218M.
Below you can find more details about Exeter Financial, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$218 Million
Technology: $38.9 Million
Consumer Defensive: $36.4 Million
Financial Services: $32.8 Million
ETFs: $32.2 Million
Industrials: $29.9 Million
Healthcare: $17.8 Million
Energy: $10.8 Million
Consumer Cyclical: $8.84 Million
Other: $10.2 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions