Financial Council Asset Management Inc Portfolio Holdings

Financial Council Asset Management Inc

  • $179 Million
  • Q2 2024

Financial Council Asset Management Inc has filed its 13F form on August 12, 2024 for Q2 2024 where it was disclosed a total value porftolio of $179 Million distributed in 81 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Capital Group Global Growth Eq with a value of $35.1M, Capital Group Growth ETF Shs C with a value of $13.6M, Ishares Core S&P U.S Growth Et with a value of $11.4M, Apple Inc. with a value of $10.6M, and Spdr Portfolio S&P 500 Value E with a value of $10.2M.

Examining the 13F form we can see an increase of $9.73M in the current position value, from $169M to 179M.

Below you can find more details about Financial Council Asset Management Inc portfolio as well as his latest detailed transactions.

Portfolio value $179 Million
ETFs: $133 Million
Technology: $20.5 Million
Consumer Defensive: $5.24 Million
Healthcare: $4.84 Million
Communication Services: $3.48 Million
Financial Services: $3.03 Million
Consumer Cyclical: $2.53 Million
Energy: $2.34 Million
Other: $3.29 Million

Stock Holdings Table Companies Only

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

Summary

  • Portfolio
  • No. of Stocks 81
  • Current Value $179 Million
  • Prior Value $169 Million
  • Filing
  • Period Q2 2024
  • Filing Date August 12, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 3 stocks
  • Additional Purchases 29 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 16 stocks
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