Thomas J. Herzfeld Advisors, Inc. has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $300 Billion distributed in 155 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Pimco Energy & Tactical Credit Opportunities Fund with a value of $36.2B, Fs Cr Opportunities Corp Com with a value of $27.3B, Highland Income Fund\Ma with a value of $18.5B, Nuveen Variable Rate Preferred & Income Fund with a value of $12B, and High Income Securities Fund with a value of $10.8B.
Examining the 13F form we can see an increase of $15.2B in the current position value, from $285B to 300B.
Thomas J. Herzfeld Advisors, Inc. is based out at Miami Beach, FL
Below you can find more details about Thomas J. Herzfeld Advisors, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$300 Billion
Financial Services: $165 Billion
N/A: $41.3 Billion
Consumer Cyclical: $15.7 Billion
ETFs: $9.95 Billion
Industrials: $6.94 Billion
Basic Materials: $4.33 Billion
Utilities: $3.62 Billion
Consumer Defensive: $1.37 Billion
Other: $1.55 Billion
Stock Holdings Table Market Cap. of Under $50 Millions
