First Affirmative Financial Network has filed its 13F form on October 10, 2024 for Q3 2024 where it was disclosed a total value porftolio of $178 Million distributed in 280 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Intermediate Term Tre with a value of $9.49M, Ishares Msci Kld 400 Social Et with a value of $7.55M, Apple Inc. with a value of $6.35M, Spdr Portfolio Short Term Trea with a value of $6.06M, and Microsoft Corp with a value of $5.61M.
Examining the 13F form we can see an increase of $36.6M in the current position value, from $142M to 178M.
Below you can find more details about First Affirmative Financial Network portfolio as well as his latest detailed transactions.
Portfolio value
$178 Million
Technology: $42.2 Million
ETFs: $39.9 Million
Financial Services: $19.3 Million
Healthcare: $19.1 Million
Communication Services: $16.2 Million
Consumer Cyclical: $11.5 Million
Industrials: $11.2 Million
Consumer Defensive: $8.89 Million
Other: $9.48 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
