Sanford Advisory Services, LLC Portfolio Holdings

Sanford Advisory Services, LLC

  • $420 Million
  • Q4 2022

Sanford Advisory Services, LLC has filed its 13F form on February 07, 2023 for Q4 2022 where it was disclosed a total value porftolio of $420 Million distributed in 119 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Msci Usa Min Vol Facto with a value of $34M, Goldman Sachs ETF Tr Activebet with a value of $33.3M, Ishares Core S&P Mid Cap ETF with a value of $33M, Ishares Core S&P 500 ETF with a value of $29.5M, and Stryker Corp with a value of $28.5M.

Examining the 13F form we can see an increase of $69.6M in the current position value, from $350M to 420M.

Below you can find more details about Sanford Advisory Services, LLC portfolio as well as his latest detailed transactions.

Portfolio value $420 Million
ETFs: $334 Million
Healthcare: $34.7 Million
Technology: $29.7 Million
Financial Services: $9.38 Million
Consumer Cyclical: $4.26 Million
Industrials: $2.45 Million
Consumer Defensive: $2.44 Million
Energy: $1.36 Million
Other: $1.24 Million

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$721M
$2.9 Million 0.69% of portfolio
86,640
Q4 2020 New

Summary

  • Portfolio
  • No. of Stocks 119
  • Current Value $420 Million
  • Prior Value $350 Million
  • Filing
  • Period Q4 2022
  • Filing Date February 07, 2023
  • Form Type 13F-HR
  • Activity in Q4 2022
  • New Purchases 18 stocks
  • Additional Purchases 47 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 35 stocks
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