Financial Designs Corp Portfolio Holdings

Financial Designs Corp has filed its 13F form on January 17, 2025 for Q4 2024 where it was disclosed a total value porftolio of $152 Billion distributed in 20 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P Total U.S. St with a value of $35.8B, Ishares Core U.S. Aggregate Bo with a value of $23.5B, Invesco Exchange Traded Self I with a value of $12.9B, Amplify ETF Tr Amplify Cwp Enh with a value of $11.8B, and Ishares Tr with a value of $10.8B.

Examining the 13F form we can see an decrease of $3.14B in the current position value, from $155B to 152B.

Financial Designs Corp is based out at Claremont, CA

Below you can find more details about Financial Designs Corp portfolio as well as his latest detailed transactions.