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.

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 $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.04B
$1.36 Million 0.21% of portfolio
16,827
Q2 2023 Added 3.54%
$1.08B
$1.15 Million 0.17% of portfolio
650,000
Q3 2022 New
$1.21B
$803,000 0.12% of portfolio
200,000
Q3 2022 New
$1.27B
$307,000 0.05% of portfolio
8,428
Q1 2019 New
$839M
$275,000 0.04% of portfolio
7,092
Q3 2022 New
$1.24B
$72,000 0.01% of portfolio
33,500
Q2 2023 New
$917M
$32,000 0.0% of portfolio
35,000
Q2 2023 New

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
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