Intelligent Financial Strategies Portfolio Holdings

Intelligent Financial Strategies

  • $176 Million
  • Q3 2024

Intelligent Financial Strategies has filed its 13F form on October 25, 2024 for Q3 2024 where it was disclosed a total value porftolio of $176 Million distributed in 81 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc Class B with a value of $83.5M, Vanguard Index Fds S&P 500 ETF with a value of $31M, Vanguard Total Stock Market Et with a value of $9.96M, Dimensional ETF Tr Us Marketwi with a value of $4.86M, and Apple Inc. with a value of $4.7M.

Examining the 13F form we can see an increase of $18.5M in the current position value, from $157M to 176M.

Intelligent Financial Strategies is based out at Excelsior, MN

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

Portfolio value $176 Million
Financial Services: $91.1 Million
ETFs: $66.3 Million
Technology: $7.25 Million
Consumer Defensive: $4.01 Million
Communication Services: $2.22 Million
Consumer Cyclical: $1.98 Million
Industrials: $1.34 Million
Healthcare: $424,000
Other: $198,000

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 81
  • Current Value $176 Million
  • Prior Value $157 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 25, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 0 stocks
  • Additional Purchases 16 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 17 stocks
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