Fullen Financial Group Portfolio Holdings

Fullen Financial Group

  • $184 Million
  • Q1 2023

Fullen Financial Group has filed its 13F form on May 30, 2023 for Q1 2023 where it was disclosed a total value porftolio of $184 Million distributed in 59 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Bd Index Fd Inc Inter with a value of $21.1M, Vanguard Ftse All World Ex Us with a value of $19.6M, Vanguard Bd Index Fd Inc Short with a value of $16.1M, Vanguard Small Cap ETF with a value of $14.1M, and Vanguard Value ETF with a value of $12.1M.

Examining the 13F form we can see an increase of $8.2M in the current position value, from $176M to 184M.

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

Portfolio value $184 Million
ETFs: $183 Million
Financial Services: $807,000
Technology: $257,000

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

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

Summary

  • Portfolio
  • No. of Stocks 59
  • Current Value $184 Million
  • Prior Value $176 Million
  • Filing
  • Period Q1 2023
  • Filing Date May 30, 2023
  • Form Type 13F-HR
  • Activity in Q1 2023
  • New Purchases 0 stocks
  • Additional Purchases 42 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 14 stocks
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