First Affirmative Financial Network Portfolio Holdings
First Affirmative Financial Network
- $157 Million
- Q1 2025
First Affirmative Financial Network has filed its 13F form on April 11, 2025 for Q1 2025 where it was disclosed a total value porftolio of $157 Million distributed in 269 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Intermediate Term Tre with a value of $9.68M, Spdr Portfolio Short Term Trea with a value of $6.47M, Apple Inc. with a value of $5.83M, Nvidia Corp with a value of $4.75M, and Microsoft Corp with a value of $4.74M.
Examining the 13F form we can see an decrease of $10.6M in the current position value, from $168M to 157M.
Below you can find more details about First Affirmative Financial Network portfolio as well as his latest detailed transactions.
Portfolio value
$157 Million
Technology: $37.5 Million
ETFs: $33.6 Million
Financial Services: $19 Million
Healthcare: $16.1 Million
Communication Services: $15.4 Million
Industrials: $9.87 Million
Consumer Cyclical: $8.89 Million
Consumer Defensive: $7.94 Million
Other: $8.47 Million
Stock Holdings Table Companies Only
Summary
- Portfolio
- No. of Stocks 269
- Current Value $157 Million
- Prior Value $168 Million
- Filing
- Period Q1 2025
- Filing Date April 11, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 24 stocks
- Additional Purchases 113 stocks
- Sold out of 0 stocks
- Reduced holdings in 128 stocks