Financial Consulate, Inc Portfolio Holdings

Financial Consulate, Inc

  • $358 Million
  • Q3 2024

Financial Consulate, Inc has filed its 13F form on October 21, 2024 for Q3 2024 where it was disclosed a total value porftolio of $358 Million distributed in 34 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $83.5M, Schwab Strategic Tr Intl Eqty with a value of $55.2M, Schwab Fundamental U S Broad M with a value of $39M, Pimco Rafi Dynamic Multi Facto with a value of $36.9M, and Dimensional ETF Tr Dimensional with a value of $34.7M.

Examining the 13F form we can see an increase of $33.1M in the current position value, from $324M to 358M.

Below you can find more details about Financial Consulate, Inc portfolio as well as his latest detailed transactions.

Portfolio value $358 Million
ETFs: $356 Million
Financial Services: $1.48 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$37.2M
$1.48 Million 0.41% of portfolio
438,279
Q3 2024 Reduced 1.9%

Summary

  • Portfolio
  • No. of Stocks 34
  • Current Value $358 Million
  • Prior Value $324 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 21, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 3 stocks
  • Additional Purchases 17 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 9 stocks
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