Foundry Financial Group, Inc. Portfolio Holdings

Foundry Financial Group, Inc.

  • $160 Billion
  • Q3 2024

Foundry Financial Group, Inc. has filed its 13F form on October 22, 2024 for Q3 2024 where it was disclosed a total value porftolio of $160 Billion distributed in 60 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $13.4B, American Centy ETF Tr Avantis with a value of $9.96B, John Hancock Multifactor Large with a value of $9.83B, Ishares Barclays with a value of $9.61B, and Ishares Tr with a value of $9.3B.

Examining the 13F form we can see an increase of $15B in the current position value, from $145B to 160B.

Foundry Financial Group, Inc. is based out at Laconia, NH

Below you can find more details about Foundry Financial Group, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $160 Billion
ETFs: $120 Billion
Financial Services: $2.08 Billion
Technology: $1.93 Billion
Communication Services: $490 Million
Consumer Cyclical: $271 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
-
$4.76 Billion 2.97% of portfolio
-
Q3 2024 Added 2.11%
$84.8B
$2.08 Billion 1.3% of portfolio
9,440
Q3 2024 Added 0.02%
$3.39T
$728 Million 0.45% of portfolio
1,692
Q3 2024 Reduced 0.88%
$4.07T
$682 Million 0.43% of portfolio
2,926
Q3 2024 Reduced 0.14%
$325B
$521 Million 0.33% of portfolio
4,291
Q3 2024 Added 5.9%
-
$289 Million 0.18% of portfolio
-
Q1 2024 Reduced 11.7%
$2.35T
$271 Million 0.17% of portfolio
1,456
Q3 2024 Reduced 4.02%
$1.39T
$257 Million 0.16% of portfolio
449
Q3 2024 Reduced 5.87%
$1.2T
$233 Million 0.15% of portfolio
1,395
Q3 2024 Reduced 1.41%

Summary

  • Portfolio
  • No. of Stocks 60
  • Current Value $160 Billion
  • Prior Value $145 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 22, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 7 stocks
  • Additional Purchases 24 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 24 stocks
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