Fi3 Financial Advisors, LLC Portfolio Holdings
Fi3 Financial Advisors, LLC
- $251 Million
- Q3 2024
Fi3 Financial Advisors, LLC has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $251 Million distributed in 113 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $41.1M, Vanguard Ftse Developed Market with a value of $37.4M, Ishares Core S&P Sm Cap ETF with a value of $36.3M, Spdr S&P 500 ETF Trust with a value of $16.5M, and Eli Lilly & CO with a value of $13.2M.
Examining the 13F form we can see an increase of $24M in the current position value, from $227M to 251M.
Below you can find more details about Fi3 Financial Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$251 Million
ETFs: $172 Million
Technology: $23.6 Million
Healthcare: $17 Million
Industrials: $10.5 Million
Financial Services: $9.15 Million
Consumer Cyclical: $6.58 Million
Communication Services: $6.07 Million
Consumer Defensive: $3.19 Million
Other: $2.52 Million
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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