Sfi Advisors, LLC Portfolio Holdings

Sfi Advisors, LLC

  • $137 Million
  • Q2 2025

Sfi Advisors, LLC has filed its 13F form on August 11, 2025 for Q2 2025 where it was disclosed a total value porftolio of $137 Million distributed in 57 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Bloomberg 1 3 Month T Bil with a value of $7.32M, Ishares Tr Us Broker Dealers & with a value of $6.85M, First Tr Exchange Traded Fd Fi with a value of $6.61M, Ishares Expanded Tech Software with a value of $6.6M, and First Tr Fd Ii Nasdaq Cybersec with a value of $6.51M.

Examining the 13F form we can see an increase of $7.93M in the current position value, from $130M to 137M.

Sfi Advisors, LLC is based out at Montclair, NJ

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

Portfolio value $137 Million
ETFs: $121 Million
Technology: $5.67 Million
Financial Services: $3.38 Million
Communication Services: $1.2 Million
Healthcare: $857,000

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

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

Summary

  • Portfolio
  • No. of Stocks 57
  • Current Value $137 Million
  • Prior Value $130 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 11, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 7 stocks
  • Additional Purchases 4 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 45 stocks
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