Littlejohn Financial Services, Inc. Portfolio Holdings

Littlejohn Financial Services, Inc.

  • $112 Billion
  • Q4 2024

Littlejohn Financial Services, Inc. has filed its 13F form on January 30, 2025 for Q4 2024 where it was disclosed a total value porftolio of $112 Billion distributed in 53 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco S&P 500 Equal Weight E with a value of $18.5B, Ishares Tr Ibonds 2026 Term Hi with a value of $7.29B, Invesco Qqq Trust, Series 1 with a value of $5.27B, Spdr Dow Jones Industrial Average ETF Trust with a value of $4.94B, and Ishares Ibonds 2025 Term High with a value of $4.87B.

Examining the 13F form we can see an increase of $112B in the current position value.

Littlejohn Financial Services, Inc. is based out at Roseburg, OR

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

Portfolio value $112 Billion
ETFs: $64.7 Billion
Technology: $10.7 Billion
Consumer Cyclical: $10.6 Billion
Healthcare: $4.41 Billion
Financial Services: $4.24 Billion
Industrials: $2.88 Billion
Consumer Defensive: $2.8 Billion
Communication Services: $2.46 Billion
Other: $6.91 Billion

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.09T
$3.05 Billion 2.73% of portfolio
7,237
Q4 2024 New
$2.39T
$2.37 Billion 2.12% of portfolio
10,805
Q4 2024 New
$1.2T
$2.26 Billion 2.02% of portfolio
11,938
Q4 2024 New
$3.82T
$2.16 Billion 1.94% of portfolio
8,641
Q4 2024 New
$251B
$2.08 Billion 1.86% of portfolio
20,909
Q4 2024 New
$510B
$2.01 Billion 1.8% of portfolio
3,978
Q4 2024 New
$214B
$1.88 Billion 1.69% of portfolio
6,502
Q4 2024 New
$311B
$1.09 Billion 0.98% of portfolio
8,139
Q4 2024 New
$433B
$987 Million 0.88% of portfolio
1,077
Q4 2024 New
$782B
$313 Million 0.28% of portfolio
406
Q4 2024 New
$424B
$287 Million 0.26% of portfolio
737
Q4 2024 New
$1.26T
$248 Million 0.22% of portfolio
613
Q4 2024 New
$433B
$201 Million 0.18% of portfolio
226
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 53
  • Current Value $112 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 30, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 53 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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