Financial Advisory Corp has filed its 13F form on February 26, 2025 for Q4 2024 where it was disclosed a total value porftolio of $573 Billion distributed in 40 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 $106B, Ishares Russell Mid Cap Growth with a value of $93.3B, Ishares Treasury Floating Rate with a value of $80.4B, Vanguard Small Cap Value ETF with a value of $48.8B, and Vanguard Ftse Developed Market with a value of $45.1B.

Examining the 13F form we can see an increase of $573B in the current position value.

Financial Advisory Corp is based out at Grand Rapids, MI

Below you can find more details about Financial Advisory Corp portfolio as well as his latest detailed transactions.

Portfolio value $573 Billion
ETFs: $568 Billion
Technology: $3.11 Billion
Financial Services: $860 Million
Healthcare: $569 Million
Communication Services: $428 Million
Consumer Cyclical: $319 Million
Utilities: $206 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 40
  • Current Value $573 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 26, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 40 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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