Sfi Advisors, LLC Portfolio Holdings

Sfi Advisors, LLC

  • $130 Million
  • Q1 2025

Sfi Advisors, LLC has filed its 13F form on May 13, 2025 for Q1 2025 where it was disclosed a total value porftolio of $130 Million distributed in 72 stocks.

Among their holdings, we can observe that their the top five positions include companies like: First Tr Exchange Traded Fd Fi with a value of $6.52M, Ishares S&P 500 Value ETF with a value of $6.2M, Apple Inc. with a value of $6.16M, Ishares Tr Us Broker Dealers & with a value of $6.07M, and First Tr Fd Ii Nasdaq Cybersec with a value of $5.67M.

Examining the 13F form we can see an decrease of $11.4M in the current position value, from $141M to 130M.

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 $130 Million
ETFs: $108 Million
Financial Services: $8.43 Million
Technology: $6.16 Million
Healthcare: $1.05 Million
Communication Services: $778,000

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

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

Summary

  • Portfolio
  • No. of Stocks 72
  • Current Value $130 Million
  • Prior Value $141 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 13, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 11 stocks
  • Additional Purchases 23 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 27 stocks
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