Slagle Financial, LLC Portfolio Holdings

Slagle Financial, LLC

  • $225 Billion
  • Q3 2024

Slagle Financial, LLC has filed its 13F form on October 31, 2024 for Q3 2024 where it was disclosed a total value porftolio of $225 Billion distributed in 115 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $11.4B, Microsoft Corp with a value of $11.3B, Nvidia Corp with a value of $8.77B, American Centy ETF Tr Focused with a value of $6.68B, and Procter & Gamble CO with a value of $6.69B.

Examining the 13F form we can see an increase of $30.3B in the current position value, from $195B to 225B.

Slagle Financial, LLC is based out at Edwardsville, IL

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

Portfolio value $225 Billion
ETFs: $43.7 Billion
Technology: $41.9 Billion
Consumer Defensive: $25.9 Billion
Industrials: $25.7 Billion
Energy: $18.2 Billion
Healthcare: $17.7 Billion
Real Estate: $16.1 Billion
Financial Services: $13.3 Billion
Other: $18.6 Billion

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$7.84B
$1.73 Billion 0.77% of portfolio
192,911
Q3 2024 Added 29.27%
$9.39B
$1.72 Billion 0.76% of portfolio
42,222
Q3 2024 Added 6.57%
$5.08B
$583 Million 0.26% of portfolio
51,375
Q3 2024 Added 6.76%

Summary

  • Portfolio
  • No. of Stocks 115
  • Current Value $225 Billion
  • Prior Value $195 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 31, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 9 stocks
  • Additional Purchases 76 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 28 stocks
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