Highland Financial Advisors, LLC Portfolio Holdings
Highland Financial Advisors, LLC
- $289 Million
- Q4 2024
Highland Financial Advisors, LLC has filed its 13F form on January 30, 2025 for Q4 2024 where it was disclosed a total value porftolio of $289 Million distributed in 57 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $32M, Invesco Exchange Traded Fd Tr with a value of $26.7M, American Centy ETF Tr Avantis with a value of $26.5M, Dimensional ETF Tr with a value of $25.8M, and Vanguard Russell 1000 Growth E with a value of $22.4M.
Examining the 13F form we can see an increase of $7.32M in the current position value, from $281M to 289M.
Below you can find more details about Highland Financial Advisors, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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