Valley Forge Investment Consultants Inc Adv Portfolio Holdings

Valley Forge Investment Consultants Inc Adv

  • $280 Million
  • Q1 2025

Valley Forge Investment Consultants Inc Adv has filed its 13F form on May 08, 2025 for Q1 2025 where it was disclosed a total value porftolio of $280 Million distributed in 85 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $101M, Ishares Tr with a value of $38.1M, Schwab Strategic Tr Us Large C with a value of $20M, Ishares Core S&P Mid Cap ETF with a value of $18.2M, and Ishares Core S&P Sm Cap ETF with a value of $17.5M.

Examining the 13F form we can see an decrease of $10.6M in the current position value, from $290M to 280M.

Below you can find more details about Valley Forge Investment Consultants Inc Adv portfolio as well as his latest detailed transactions.

Portfolio value $280 Million
ETFs: $265 Million
Financial Services: $5.22 Million
Technology: $3.09 Million
Communication Services: $1.85 Million
Consumer Defensive: $1.05 Million
Industrials: $987,000
Consumer Cyclical: $641,000
Basic Materials: $373,000
Other: $176,000

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

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

Summary

  • Portfolio
  • No. of Stocks 85
  • Current Value $280 Million
  • Prior Value $290 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 08, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 4 stocks
  • Additional Purchases 29 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 29 stocks
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