Radnor Financial Advisors, LLC Portfolio Holdings

Radnor Financial Advisors, LLC

  • $284 Million
  • Q3 2022

Radnor Financial Advisors, LLC has filed its 13F form on November 14, 2022 for Q3 2022 where it was disclosed a total value porftolio of $284 Million distributed in 27 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr Us Marketwi with a value of $53M, Vanguard Small Cap Growth ETF with a value of $31.4M, Schwab Strategic Tr Intl Small with a value of $27.5M, Vanguard Growth ETF with a value of $23.6M, and Vanguard Total Stock Market Et with a value of $18.4M.

Examining the 13F form we can see an decrease of $6.2M in the current position value, from $291M to 284M.

Radnor Financial Advisors, LLC is based out at Wayne, PA

Below you can find more details about Radnor Financial Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $284 Million
ETFs: $284 Million

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 27
  • Current Value $284 Million
  • Prior Value $291 Million
  • Filing
  • Period Q3 2022
  • Filing Date November 14, 2022
  • Form Type 13F-HR
  • Activity in Q3 2022
  • New Purchases 2 stocks
  • Additional Purchases 21 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 4 stocks
Track This Portfolio

Track Radnor Financial Advisors, LLC Portfolio

Follow Radnor Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Radnor Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Radnor Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email