Financial Designs Corp Portfolio Holdings

Financial Designs Corp

  • $145 Billion
  • Q2 2024

Financial Designs Corp has filed its 13F form on July 15, 2024 for Q2 2024 where it was disclosed a total value porftolio of $145 Billion distributed in 19 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 $35.2B, Ishares Core U.S. Aggregate Bo with a value of $23.1B, Invesco Exchange Traded Self I with a value of $12.3B, Amplify ETF Tr Amplify Cwp Enh with a value of $11.5B, and Ishares Tr with a value of $10.6B.

Examining the 13F form we can see an decrease of $6.23B in the current position value, from $152B to 145B.

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.

Portfolio value $145 Billion
ETFs: $115 Billion
Industrials: $32.2 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

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

Summary

  • Portfolio
  • No. of Stocks 19
  • Current Value $145 Billion
  • Prior Value $152 Billion
  • Filing
  • Period Q2 2024
  • Filing Date July 15, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 3 stocks
  • Additional Purchases 4 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 11 stocks
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