Sfi Advisors, LLC Portfolio Holdings
Sfi Advisors, LLC
- $140 Million
- Q3 2024
Sfi Advisors, LLC has filed its 13F form on November 13, 2024 for Q3 2024 where it was disclosed a total value porftolio of $140 Million distributed in 76 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 $6.64M, Apple Inc. with a value of $6.44M, Jp Morgan ETF Fd Tr Active Val with a value of $6.11M, Ishares Tr Us Broker Dealers & with a value of $5.86M, and Ishares Expanded Tech Software with a value of $5.65M.
Examining the 13F form we can see an increase of $9.89M in the current position value, from $130M to 140M.
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.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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