Urban Financial Advisory Corp Portfolio Holdings

Urban Financial Advisory Corp

  • $181 Billion
  • Q3 2024

Urban Financial Advisory Corp has filed its 13F form on November 15, 2024 for Q3 2024 where it was disclosed a total value porftolio of $181 Billion distributed in 50 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $81.2B, Ishares Core S&P Mid Cap ETF with a value of $30.1B, Invesco ETF Tr Ii Intl Corp Bd with a value of $21B, Vanguard Sht Term Corp Bd ETF with a value of $12.3B, and Schwab Fundamental U S Large C with a value of $10.7B.

Examining the 13F form we can see an increase of $17.3B in the current position value, from $164B to 181B.

Urban Financial Advisory Corp is based out at Chicago, IL

Below you can find more details about Urban Financial Advisory Corp portfolio as well as his latest detailed transactions.

Portfolio value $181 Billion
ETFs: $181 Billion

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

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

Summary

  • Portfolio
  • No. of Stocks 50
  • Current Value $181 Billion
  • Prior Value $164 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 15, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 26 stocks
  • Additional Purchases 15 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 6 stocks
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