Manchester Financial Inc has filed its 13F form on October 24, 2024 for Q3 2024 where it was disclosed a total value porftolio of $433 Million distributed in 111 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Broad M with a value of $77.1M, Invesco Et Self Idxd Fd Tr Bul with a value of $64.5M, Invesco S&P 500 Equal Weight E with a value of $61.8M, Schwab Strategic Tr Us Large C with a value of $28.1M, and Cambria Shareholder Yld ETF with a value of $24.5M.

Examining the 13F form we can see an increase of $53.6M in the current position value, from $380M to 433M.

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

Portfolio value $433 Million
ETFs: $337 Million
Technology: $45.7 Million
Financial Services: $11.3 Million
Communication Services: $10.9 Million
Consumer Defensive: $7.38 Million
Consumer Cyclical: $6.95 Million
Healthcare: $6.49 Million
Industrials: $4.18 Million
Other: $3.14 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

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

Summary

  • Portfolio
  • No. of Stocks 111
  • Current Value $433 Million
  • Prior Value $380 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 24, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 12 stocks
  • Additional Purchases 38 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 42 stocks
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