Financial Architects, Inc has filed its 13F form on August 09, 2023 for Q2 2023 where it was disclosed a total value porftolio of $657 Million distributed in 316 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $34.8M, Schwab Strategic Tr Us Broad M with a value of $26.6M, Schwab Strategic Tr Us Dividen with a value of $24.5M, Microsoft Corp with a value of $21.8M, and J P Morgan Exchange Traded Fd with a value of $19.6M.
Examining the 13F form we can see an increase of $39.4M in the current position value, from $618M to 657M.
Financial Architects, Inc is based out at Marlton, NJ
Below you can find more details about Financial Architects, Inc portfolio as well as his latest detailed transactions.
Portfolio value
$657 Million
ETFs: $436 Million
Technology: $88.2 Million
Consumer Cyclical: $30.2 Million
Healthcare: $22.7 Million
Communication Services: $19.5 Million
Financial Services: $19.3 Million
Consumer Defensive: $16.4 Million
Industrials: $9.83 Million
Other: $14 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
