Financially Speaking Inc Portfolio Holdings
Financially Speaking Inc
- $152 Billion
- Q2 2025
Financially Speaking Inc has filed its 13F form on August 07, 2025 for Q2 2025 where it was disclosed a total value porftolio of $152 Billion distributed in 202 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Schwab Treasury Oblig Money Inv with a value of $57.1B, Jpmorgan U S Tech Leaders ETF Iv with a value of $16.8B, Icon Flexible Bd Fd Inv with a value of $12.5B, Fidelity Merrimack Str Tr Low with a value of $9.28B, and Jp Morgan ETF Tr Ultra Short I with a value of $9.28B.
Examining the 13F form we can see an increase of $16.4B in the current position value, from $136B to 152B.
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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 202
- Current Value $152 Billion
- Prior Value $136 Billion
- Filing
- Period Q2 2025
- Filing Date August 07, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 103 stocks
- Additional Purchases 20 stocks
- Sold out of 0 stocks
- Reduced holdings in 13 stocks