Fin Trust Capital Advisors, LLC Portfolio Holdings
Fin Trust Capital Advisors, LLC
- $525 Million
- Q2 2024
Fin Trust Capital Advisors, LLC has filed its 13F form on July 24, 2024 for Q2 2024 where it was disclosed a total value porftolio of $525 Million distributed in 1419 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $33.6M, Ishares Tr with a value of $21.4M, Apple Inc. with a value of $17.7M, Ishares Tr with a value of $14.6M, and Capital Group Core Plus Income with a value of $13.5M.
Examining the 13F form we can see an increase of $15.5M in the current position value, from $510M to 525M.
Below you can find more details about Fin Trust Capital Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$525 Million
ETFs: $313 Million
Technology: $58.3 Million
Financial Services: $32 Million
Consumer Cyclical: $26.5 Million
Healthcare: $21.8 Million
Communication Services: $19 Million
Industrials: $15.6 Million
Consumer Defensive: $12.8 Million
Other: $24.9 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
Summary
- Portfolio
- No. of Stocks 1,419
- Current Value $525 Million
- Prior Value $510 Million
- Filing
- Period Q2 2024
- Filing Date July 24, 2024
- Form Type 13F-HR
- Activity in Q2 2024
- New Purchases 151 stocks
- Additional Purchases 385 stocks
- Sold out of 0 stocks
- Reduced holdings in 228 stocks