Oldfather Financial Services, LLC Portfolio Holdings
Oldfather Financial Services, LLC
- $263 Million
- Q1 2025
Oldfather Financial Services, LLC has filed its 13F form on May 01, 2025 for Q1 2025 where it was disclosed a total value porftolio of $263 Million distributed in 78 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $58.7M, Spdr S&P Midcap 400 ETF Trust with a value of $27.7M, Ishares Russell 2000 ETF with a value of $21.6M, Spdr S&P 500 ETF Trust with a value of $14.7M, and Ishares Core U.S. Aggregate Bo with a value of $10.2M.
Examining the 13F form we can see an increase of $1M in the current position value, from $262M to 263M.
Below you can find more details about Oldfather Financial Services, 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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