First Affirmative Financial Network Portfolio Holdings
First Affirmative Financial Network
- $178 Million
- Q3 2024
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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 280
- Current Value $178 Million
- Prior Value $142 Million
- Filing
- Period Q3 2024
- Filing Date October 10, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 43 stocks
- Additional Purchases 152 stocks
- Sold out of 0 stocks
- Reduced holdings in 87 stocks