Portfolio Strategies, Inc. Portfolio Holdings

Portfolio Strategies, Inc.

  • $643 Million
  • Q1 2025

Portfolio Strategies, Inc. has filed its 13F form on April 22, 2025 for Q1 2025 where it was disclosed a total value porftolio of $643 Million distributed in 47 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Mega Cap Growth ETF with a value of $78.1M, Ishares Global Information Tec with a value of $72.3M, Ishares Tr Russell 200 Growth with a value of $57.1M, Ishares Dj Us Tech ETF with a value of $49.5M, and Vaneck ETF Tr Semiconductor Et with a value of $48.4M.

Examining the 13F form we can see an decrease of $58.6M in the current position value, from $701M to 643M.

Below you can find more details about Portfolio Strategies, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $643 Million
ETFs: $633 Million
Technology: $4.42 Million
Financial Services: $1.83 Million
Communication Services: $1.17 Million
Consumer Cyclical: $1.01 Million
Industrials: $731,000
Energy: $534,000
Basic Materials: $312,000
Other: $0

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.82B
$327,000 0.05% of portfolio
7,628
Q2 2024 New

Summary

  • Portfolio
  • No. of Stocks 47
  • Current Value $643 Million
  • Prior Value $701 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 22, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 8 stocks
  • Additional Purchases 16 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 16 stocks
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