Usa Financial Portformulas Corp has filed its 13F form on April 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $603 Million distributed in 274 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 $124M, Spdr Dow Jones Industrial Average ETF Trust with a value of $122M, Ishares S&P 500 Growth ETF with a value of $122M, Ishares Core S&P 500 ETF with a value of $33.9M, and Ishares Iboxx $ Investment Gra with a value of $33.4M.
Examining the 13F form we can see an decrease of $31.6M in the current position value, from $635M to 603M.
Usa Financial Portformulas Corp is based out at Ada, MI
Below you can find more details about Usa Financial Portformulas Corp portfolio as well as his latest detailed transactions.
