Financial Life Advisors Portfolio Holdings

Financial Life Advisors

  • $243 Million
  • Q2 2024

Financial Life Advisors has filed its 13F form on August 09, 2024 for Q2 2024 where it was disclosed a total value porftolio of $243 Million distributed in 57 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 $33.5M, Ishares S&P 500 Value ETF with a value of $27.1M, Schwab Us Aggregate Bond ETF with a value of $24.3M, Ishares Core Total Usd Bond Ma with a value of $18M, and Spdr Ser Tr Spdr Portfolio Mor with a value of $14.6M.

Examining the 13F form we can see an increase of $4.91M in the current position value, from $238M to 243M.

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

Portfolio value $243 Million
ETFs: $242 Million
Healthcare: $745,000
Consumer Cyclical: $578,000
Technology: $266,000
Energy: $256,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$235,000 0.1% of portfolio
1,982
Q2 2024 Reduced 36.86%
$0
$229,000 0.09% of portfolio
4,501
Q2 2024 Reduced 10.05%
$0
$213,000 0.09% of portfolio
977
Q2 2024 Reduced 22.09%
$0
$217,000 0.09% of portfolio
7,998
Q2 2024 Reduced 54.97%
$0
$200,000 0.08% of portfolio
2,565
Q1 2024 New
$0
$202,000 0.08% of portfolio
758
Q2 2024 Reduced 9.33%
Blackrock ETF Trust Ii
-
$0 0.0% of portfolio
-
Q2 2024 Added 444.58%

Summary

  • Portfolio
  • No. of Stocks 57
  • Current Value $243 Million
  • Prior Value $238 Million
  • Filing
  • Period Q2 2024
  • Filing Date August 09, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 2 stocks
  • Additional Purchases 15 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 29 stocks
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