Rik Saylor Financial, Inc. has filed its 13F form on January 27, 2025 for Q4 2024 where it was disclosed a total value porftolio of $108 Billion distributed in 80 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco Qqq Trust, Series 1 with a value of $6.75B, Ishares S&P 500 Growth ETF with a value of $5.38B, Fs Kkr Capital Corp with a value of $4.29B, Ishares S&P 500 Value ETF with a value of $4.26B, and Ishares Msci Usa Min Vol Facto with a value of $4.02B.

Examining the 13F form we can see an increase of $108B in the current position value.

Rik Saylor Financial, Inc. is based out at Fairfield, OH

Below you can find more details about Rik Saylor Financial, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $108 Billion
ETFs: $88.3 Billion
Financial Services: $5.74 Billion
Industrials: $3.63 Billion
Technology: $3.26 Billion
Consumer Defensive: $1.29 Billion
Real Estate: $863 Million
Energy: $583 Million
Consumer Cyclical: $347 Million
Other: $225 Million

Stock Holdings Table

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

Summary

  • Portfolio
  • No. of Stocks 80
  • Current Value $108 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 27, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 79 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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