First Affirmative Financial Network has filed its 13F form on July 10, 2024 for Q2 2024 where it was disclosed a total value porftolio of $142 Million distributed in 261 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Intermediate Term Tre with a value of $9.07M, Spdr Portfolio Short Term Trea with a value of $5.88M, Nvidia Corp with a value of $5.56M, Apple Inc. with a value of $4.81M, and Ishares Msci Kld 400 Social Et with a value of $4.23M.
Examining the 13F form we can see an increase of $8.15M in the current position value, from $134M to 142M.
Below you can find more details about First Affirmative Financial Network portfolio as well as his latest detailed transactions.
Portfolio value
$142 Million
Technology: $36.9 Million
ETFs: $33 Million
Financial Services: $15.5 Million
Healthcare: $14.2 Million
Communication Services: $11 Million
Industrials: $9.79 Million
Consumer Cyclical: $8.51 Million
Consumer Defensive: $5.55 Million
Other: $7.01 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions