Financial Life Advisors Portfolio Holdings

Financial Life Advisors

  • $261 Million
  • Q3 2024

Financial Life Advisors has filed its 13F form on October 21, 2024 for Q3 2024 where it was disclosed a total value porftolio of $261 Million distributed in 48 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares S&P 500 Growth ETF with a value of $36.2M, Ishares S&P 500 Value ETF with a value of $30.8M, Schwab Us Aggregate Bond ETF with a value of $27.3M, Ishares Core Total Usd Bond Ma with a value of $19.7M, and Spdr Ser Tr Spdr Portfolio Mor with a value of $16.3M.

Examining the 13F form we can see an increase of $18M in the current position value, from $243M to 261M.

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

Portfolio value $261 Million
ETFs: $259 Million
Healthcare: $840,000
Consumer Cyclical: $558,000
Technology: $293,000
Energy: $260,000

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$9.42B
$840,000 0.32% of portfolio
8,699
Q3 2024 Added 0.17%

Summary

  • Portfolio
  • No. of Stocks 48
  • Current Value $261 Million
  • Prior Value $243 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 21, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 0 stocks
  • Additional Purchases 19 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 15 stocks
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