Financial Architects, Inc Portfolio Holdings
Financial Architects, Inc
- $657 Million
- Q2 2023
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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 316
- Current Value $657 Million
- Prior Value $618 Million
- Filing
- Period Q2 2023
- Filing Date August 09, 2023
- Form Type 13F-HR
- Activity in Q2 2023
- New Purchases 21 stocks
- Additional Purchases 114 stocks
- Sold out of 0 stocks
- Reduced holdings in 129 stocks