Exeter Financial, LLC Portfolio Holdings
Exeter Financial, LLC
- $218 Million
- Q1 2024
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.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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