First Affirmative Financial Network has filed its 13F form on April 11, 2024 for Q1 2024 where it was disclosed a total value porftolio of $134 Million distributed in 254 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Intermediate Term Tre with a value of $9.14M, Spdr Portfolio Short Term Trea with a value of $5.88M, Ishares Msci Kld 400 Social Et with a value of $4.1M, Nvidia Corp with a value of $3.91M, and Apple Inc. with a value of $3.77M.

Examining the 13F form we can see an increase of $10M in the current position value, from $124M to 134M.

Below you can find more details about First Affirmative Financial Network portfolio as well as his latest detailed transactions.

Portfolio value $134 Million
ETFs: $33.4 Million
Technology: $31 Million
Financial Services: $15.4 Million
Healthcare: $13.6 Million
Communication Services: $9.87 Million
Industrials: $9.36 Million
Consumer Cyclical: $8.9 Million
Consumer Defensive: $5.52 Million
Other: $6.48 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 254
  • Current Value $134 Million
  • Prior Value $124 Million
  • Filing
  • Period Q1 2024
  • Filing Date April 11, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 19 stocks
  • Additional Purchases 131 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 103 stocks
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