Financially Speaking Inc Portfolio Holdings

Financially Speaking Inc

  • $147 Billion
  • Q4 2024

Financially Speaking Inc has filed its 13F form on February 11, 2025 for Q4 2024 where it was disclosed a total value porftolio of $147 Billion distributed in 223 stocks.

Among their holdings, we can observe that their the top five positions include companies like: J P Morgan ETF Tr Nasdaq Equit with a value of $22.9B, Icon Flexible Bd Fd Inv with a value of $18.7B, Schwab Strategic Tr Us Large C with a value of $17.7B, Blackrock ETF Tr Us Carbon Tra with a value of $16.2B, and Technology Sector Spdr with a value of $12.1B.

Examining the 13F form we can see an increase of $147B in the current position value.

Financially Speaking Inc is based out at Greenwood Village, CO

Below you can find more details about Financially Speaking Inc portfolio as well as his latest detailed transactions.

Portfolio value $147 Billion
ETFs: $88.8 Billion
Industrials: $4.96 Billion
Financial Services: $4.82 Billion
Technology: $1.7 Billion
Healthcare: $1.05 Billion
Consumer Cyclical: $572 Million
Consumer Defensive: $513 Million
Energy: $513 Million
Other: $527 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$22.9 Billion 15.55% of portfolio
405,964
Q4 2024 New
$0
$17.7 Billion 12.0% of portfolio
634,095
Q4 2024 New
$0
$16.2 Billion 10.99% of portfolio
252,676
Q4 2024 New
$0
$12.1 Billion 8.24% of portfolio
52,191
Q4 2024 New
$0
$6 Billion 4.07% of portfolio
61,926
Q4 2024 New
$0
$5.95 Billion 4.04% of portfolio
58,638
Q4 2024 New
$0
$4.34 Billion 2.95% of portfolio
19,363
Q4 2024 New
$0
$2.71 Billion 1.84% of portfolio
54,212
Q4 2024 New
$0
$439 Million 0.3% of portfolio
3,327
Q4 2024 New
$0
$215 Million 0.15% of portfolio
4,297
Q4 2024 New
$0
$57.8 Million 0.04% of portfolio
826
Q4 2024 New
$0
$44 Million 0.03% of portfolio
606
Q4 2024 New
$0
$44.8 Million 0.03% of portfolio
1,247
Q4 2024 New
$15.2B
$26.5 Million 0.02% of portfolio
1,006
Q4 2024 New
$0
$12.2 Million 0.01% of portfolio
106
Q4 2024 New
$0
$11.3 Million 0.01% of portfolio
233
Q4 2024 New
$0
$14.2 Million 0.01% of portfolio
236
Q4 2024 New
$0
$20.6 Million 0.01% of portfolio
428
Q4 2024 New
$0
$3.81 Million 0.0% of portfolio
1,000
Q4 2024 New
$0
$3.94 Million 0.0% of portfolio
51
Q4 2024 New
$0
$3.81 Million 0.0% of portfolio
51
Q4 2024 New
$0
$4.59 Million 0.0% of portfolio
36
Q4 2024 New
$0
$522,000 0.0% of portfolio
12
Q4 2024 New
$0
$333,000 0.0% of portfolio
12
Q4 2024 New
$0
$155,000 0.0% of portfolio
6
Q4 2024 New
$0
$1.76 Million 0.0% of portfolio
9
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 223
  • Current Value $147 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 11, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 181 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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