Financial Designs Corp Portfolio Holdings

Financial Designs Corp

  • $155 Billion
  • Q3 2024

Financial Designs Corp has filed its 13F form on October 18, 2024 for Q3 2024 where it was disclosed a total value porftolio of $155 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 $37.1B, Ishares Core U.S. Aggregate Bo with a value of $24.5B, Invesco Exchange Traded Self I with a value of $12.9B, Amplify ETF Tr Amplify Cwp Enh with a value of $12.3B, and Ishares Tr with a value of $11.7B.

Examining the 13F form we can see an increase of $9.46B in the current position value, from $145B to 155B.

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 $155 Billion
ETFs: $122 Billion
Industrials: $31.4 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

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

Summary

  • Portfolio
  • No. of Stocks 20
  • Current Value $155 Billion
  • Prior Value $145 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 18, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 1 stocks
  • Additional Purchases 9 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 9 stocks
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