Tounjian Advisory Partners, LLC has filed its 13F form on April 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $534 Billion distributed in 234 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $25.7B, Microsoft Corp with a value of $21.1B, Nvidia Corp with a value of $19.3B, Janus Henderson Short Duration with a value of $17.3B, and First Tr Exchange Traded Fd Gr with a value of $13.8B.

Examining the 13F form we can see an increase of $534B in the current position value.

Tounjian Advisory Partners, LLC is based out at Fort Myers, FL

Below you can find more details about Tounjian Advisory Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $534 Billion
Technology: $105 Billion
ETFs: $102 Billion
Financial Services: $59.3 Billion
Consumer Cyclical: $54.9 Billion
Communication Services: $36.2 Billion
Healthcare: $35.3 Billion
Utilities: $26.8 Billion
Industrials: $24.9 Billion
Other: $36.1 Billion

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 234
  • Current Value $534 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 234 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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