Mach 1 Financial Group, LLC has filed its 13F form on November 01, 2024 for Q3 2024 where it was disclosed a total value porftolio of $140 Million distributed in 90 stocks.

Among their holdings, we can observe that their the top five positions include companies like: First Tr ETF Viii Tcw Opportun with a value of $21.9M, Walmart Inc. with a value of $13.6M, First Tr ETF Vi Smid Cap Risin with a value of $8.97M, First Tr Ex Td Viii Ft Cboe Ve with a value of $8.74M, and First Trust Rising Dividend Ac with a value of $7.88M.

Examining the 13F form we can see an increase of $11.6M in the current position value, from $128M to 140M.

Mach 1 Financial Group, LLC is based out at Bentonville, AR

Below you can find more details about Mach 1 Financial Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $140 Million
ETFs: $102 Million
Consumer Defensive: $15.4 Million
Technology: $9.17 Million
Consumer Cyclical: $4.07 Million
Financial Services: $2.91 Million
Communication Services: $2.55 Million
Healthcare: $1.29 Million
Industrials: $990,000
Other: $1.08 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

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

Summary

  • Portfolio
  • No. of Stocks 90
  • Current Value $140 Million
  • Prior Value $128 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 01, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 18 stocks
  • Additional Purchases 49 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 12 stocks
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