K2 Financial Inc. Portfolio Holdings

K2 Financial Inc.

  • $101 Billion
  • Q4 2024

K2 Financial Inc. has filed its 13F form on February 06, 2025 for Q4 2024 where it was disclosed a total value porftolio of $101 Billion distributed in 60 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Ftse Developed Market with a value of $9.38B, Schwab Strategic Tr Us Large C with a value of $7.97B, Ishares National Muni Bond ETF with a value of $5.95B, Ishares Short Term National Mu with a value of $4.08B, and Vanguard Mun Bd Fds Tax Exempt with a value of $3.59B.

Examining the 13F form we can see an increase of $101B in the current position value.

K2 Financial Inc. is based out at Glendora, CA

Below you can find more details about K2 Financial Inc. portfolio as well as his latest detailed transactions.

Portfolio value $101 Billion
ETFs: $96.8 Billion
Consumer Cyclical: $1.07 Billion
Industrials: $449 Million
Energy: $418 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$217B
$1.07 Billion 1.06% of portfolio
3,767
Q4 2024 New
$71.8B
$449 Million 0.45% of portfolio
951
Q4 2024 New
$297B
$418 Million 0.42% of portfolio
2,694
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 60
  • Current Value $101 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 06, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 60 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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