One Ascent Financial Services LLC has filed its 13F form on February 12, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.18 Billion distributed in 468 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Unified Ser Tr Oneascent Core with a value of $84.8M, Spdr Portfolio S&P 500 ETF (Ma with a value of $73.8M, Vanguard Index Fds S&P 500 ETF with a value of $68.1M, Unified Ser Tr Oneascent Intl with a value of $64.6M, and Unified Ser Tr Oneascent Large with a value of $63.3M.
Examining the 13F form we can see an increase of $1.04B in the current position value, from $139M to 1.18B.
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
$1.18 Billion
ETFs: $698 Million
Technology: $60.2 Million
Financial Services: $51.7 Million
Industrials: $23.7 Million
Healthcare: $21.4 Million
Consumer Cyclical: $19.5 Million
Consumer Defensive: $15.6 Million
Communication Services: $12.1 Million
Other: $18.6 Million
Stock Holdings Table Market Cap. of $200 Billions or more
