Foundry Financial Group, Inc. has filed its 13F form on May 05, 2025 for Q1 2025 where it was disclosed a total value porftolio of $162 Billion distributed in 58 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 $14.7B, Ishares Msci Usa Quality Facto with a value of $11.1B, American Centy ETF Tr Avantis with a value of $10.4B, John Hancock Multifactor Large with a value of $9.53B, and Ishares Tr with a value of $9.5B.

Examining the 13F form we can see an increase of $910M in the current position value, from $161B to 162B.

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 $162 Billion
ETFs: $115 Billion
Financial Services: $2.76 Billion
Technology: $1.97 Billion
Communication Services: $517 Million
Consumer Cyclical: $332 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 58
  • Current Value $162 Billion
  • Prior Value $161 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 05, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 2 stocks
  • Additional Purchases 27 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 21 stocks
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