One Ascent Financial Services LLC has filed its 13F form on November 07, 2024 for Q3 2024 where it was disclosed a total value porftolio of $139 Million distributed in 183 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $8.23M, Apple Inc. with a value of $8.2M, Microsoft Corp with a value of $6.79M, Berkshire Hathaway Inc Class B with a value of $5.82M, and First Merchants Corp with a value of $4.58M.
Examining the 13F form we can see an decrease of $579M in the current position value, from $718M to 139M.
One Ascent Financial Services LLC is based out at Birmingham, AL
Below you can find more details about One Ascent Financial Services LLC portfolio as well as his latest detailed transactions.
Portfolio value
$139 Million
Technology: $34.9 Million
Financial Services: $26.7 Million
Industrials: $19.1 Million
Healthcare: $15.3 Million
Consumer Cyclical: $11.3 Million
Consumer Defensive: $9.65 Million
Communication Services: $7.93 Million
Utilities: $5.52 Million
Other: $6.83 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
