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CIK: 0001802324
Total reported value
$393.7M
$393.7M
82 檔
33.0%
According to the latest 13F quarterly dataset, 360 Financial, Inc. managed an equity portfolio of $393.7M at the end of Q4 2024, spanning 82 distinct U.S. exchange-listed positions.
During Q4 2024, 360 Financial, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 21.63% | -0.28% | +2.44% | |
| 2 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 8.85% | +1.15% | +14.00% | |
| 3 | XSVM | Invesco S&p Smallcap Value W | ETF-Other | 5.57% | -0.03% | +5.91% | |
| 4 | DNL | Wisdmtree Gb Ex-us Ql Gr-usd | ETF-Other | 5.53% | — | +1.77% | |
| 5 | SYLD | Cambria Shareholder Yield Et | ETF-Other | 5.44% | — | +6.25% | |
| 6 | PAVE | Global X US Infrastructure | ETF-Other | 4.90% | -0.15% | +4.87% | |
| 7 | KCE | Ss Spdr S&p Cap Mkts ETF | ETF-Other | 4.62% | — | +4.71% | |
| 8 | XHB | Ss Spdr S&p Homebldrs ETF | ETF-Other | 4.39% | — | +0.14% | |
| 9 | ICVT | Ishares Convertible Bond ETF | ETF-Other | 4.34% | -0.06% | +3.63% | |
| 10 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 4.23% | -0.13% | +60.39% | |
| 11 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 2.59% | -0.06% | +1.85% | |
| 12 | GRID | First Trst Nasd Cl Edg Sgiif | ETF-Other | 2.52% | +3.94% | NEW | |
| 13 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 2.47% | +0.04% | +1.30% | |
| 14 | SOXX | Ishares Semiconductor ETF | ETF-Other | 1.86% | +6.02% | -57.82% | |
| 15 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 1.72% | +0.33% | +2.60% | |
| 16 | NVDA | Nvidia CORP | Stock-Tech | 1.34% | -0.07% | -0.61% | |
| 17 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.15% | -0.08% | +5.98% | |
| 18 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.97% | — | +3.76% | |
| 19 | AAPL | Apple Inc | Stock-Tech | 0.95% | -0.07% | -2.46% | |
| 20 | MSFT | Microsoft CORP | Stock-Tech | 0.85% | -0.11% | -10.94% | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.70% | -0.02% | -3.44% | |
| 22 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.69% | -0.17% | — | |
| 23 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.62% | — | +381300.00% | |
| 24 | VUG | Vanguard Growth ETF | ETF-Other | 0.61% | -0.02% | -14.70% | |
| 25 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.61% | -0.01% | -30.98% | |
| 26 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.59% | -0.06% | -4.36% | |
| 27 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.53% | — | +1.30% | |
| 28 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 0.52% | -0.09% | -1.22% | |
| 29 | FAST | Fastenal Co | Stock-Industrials | 0.49% | -0.09% | -1.13% | |
| 30 | ADP | Automatic Data Processing | Stock-Tech | 0.46% | -0.02% | +0.02% | |
| 31 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.43% | -0.04% | -39.91% | |
| 32 | V | Visa Inc-class A Shares | Stock-Financials | 0.42% | -0.34% | EXIT | |
| 33 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.40% | -0.04% | +3.67% | |
| 34 | IGV | Ishares Expanded Tech-softwa | ETF-Tech | 0.29% | -0.02% | +9.51% | |
| 35 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.29% | -0.01% | -2.62% | |
| 36 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.28% | — | — | |
| 37 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.27% | -0.05% | — | |
| 38 | QQEW | First Tr Nasdaq-100 Sel Eq | ETF-Tech | 0.26% | +0.02% | — | |
| 39 | CSCO | Cisco Systems Inc | Stock-Tech | 0.26% | +0.08% | +0.06% | |
| 40 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.26% | +0.01% | +43.14% | |
| 41 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 0.22% | -0.02% | -0.67% | |
| 42 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.20% | -0.01% | — | |
| 43 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.20% | +0.02% | +29.83% | |
| 44 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.19% | -0.01% | -0.18% | |
| 45 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.19% | -0.03% | +0.03% | |
| 46 | AMGN | Amgen Inc | Stock-Healthcare | 0.19% | -0.02% | — | |
| 47 | FSK | Fs Kkr Capital CORP | Stock-Financials | 0.18% | — | -25.41% | |
| 48 | POWW | Outdoor Holding Co | Stock-Other | 0.18% | -0.01% | — | |
| 49 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.17% | -0.03% | +0.03% | |
| 50 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.17% | -0.01% | +0.04% |
According to official SEC Form 13F filings, 360 Financial, Inc. reported a total U.S. public equity portfolio value of $393.7M across 82 disclosed positions in Q4 2024.
During Q4 2024, 360 Financial, Inc.'s top holdings by market value included VIG (21.6%)、QQQM (8.8%)、XSVM (5.6%). The largest single position, VIG, represented 21.6% of total portfolio value.
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In terms of portfolio concentration, the top 5 core holdings (including VIG, QQQM, XSVM) accounted for 33.0% of total reported equity market value during Q4 2024.
In Q4 2024, 360 Financial, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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