Fi3 Financial Advisors, LLC Portfolio Holdings
Fi3 Financial Advisors, LLC
- $266 Million
- Q4 2024
Fi3 Financial Advisors, LLC has filed its 13F form on February 11, 2025 for Q4 2024 where it was disclosed a total value porftolio of $266 Million distributed in 123 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 $41.6M, Ishares Core S&P Sm Cap ETF with a value of $35.7M, Vanguard Ftse Developed Market with a value of $33.5M, Spdr S&P 500 ETF Trust with a value of $16.5M, and Eli Lilly & CO with a value of $11.5M.
Examining the 13F form we can see an increase of $14.9M in the current position value, from $251M to 266M.
Below you can find more details about Fi3 Financial Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$266 Million
ETFs: $180 Million
Technology: $27.4 Million
Healthcare: $15.5 Million
Industrials: $11.5 Million
Financial Services: $10.5 Million
Consumer Cyclical: $8.16 Million
Communication Services: $7.15 Million
Consumer Defensive: $2.95 Million
Other: $2.22 Million
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|