Semmax Financial Advisors Inc. Portfolio Holdings
Semmax Financial Advisors Inc.
- $355 Million
- Q3 2024
Semmax Financial Advisors Inc. has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $355 Million distributed in 379 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr 5 10 Yr C with a value of $13.2M, Ishares Tr Fltg Rate Nt ETF with a value of $12.8M, Vanguard Growth ETF with a value of $12.3M, Vanguard Index Fds S&P 500 ETF with a value of $10M, and Ishares Barclays with a value of $7.87M.
Examining the 13F form we can see an increase of $34.9M in the current position value, from $320M to 355M. Also it can be appreciated an additional of 14 stocks purchases and 2 closed positions.
Semmax Financial Advisors Inc. is based out at Winston Salem, NC
Below you can find more details about Semmax Financial Advisors Inc. portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 379
- Current Value $355 Million
- Prior Value $320 Million
- Filing
- Period Q3 2024
- Filing Date November 14, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 14 stocks
- Additional Purchases 139 stocks
- Sold out of 2 stocks
- Reduced holdings in 70 stocks