Ofc Financial Planning, LLC Portfolio Holdings
Ofc Financial Planning, LLC
- $88.4 Billion
- Q1 2025
Ofc Financial Planning, LLC has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $88.4 Billion distributed in 53 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $18.4B, Vanguard Index Fds S&P 500 ETF with a value of $12.1B, Ishares Core S&P 500 ETF with a value of $5.45B, Blackrock Ultra Short Term Bon with a value of $4.41B, and Pacer Fds Tr Trendpilot Us Lar with a value of $3.94B.
Examining the 13F form we can see an decrease of $6.44B in the current position value, from $94.8B to 88.4B.
Ofc Financial Planning, LLC is based out at Short Hills, NJ
Below you can find more details about Ofc Financial Planning, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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