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CIK: 0001667146
Total reported value
$2.6B
$2.6B
498 檔
6.9%
In Q2 2024, Ausdal Financial Partners, Inc.'s U.S. equity holdings reached a combined market value of $2.6B, distributed across 498 disclosed stock positions.
During Q2 2024, Ausdal Financial Partners, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 498 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 8.14% | +1.43% | -1.15% | |
| 2 | SCTXX | Schwab Amt Tax Fr Mny-ultra | Stock-Other | 3.46% | — | — | |
| 3 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 2.45% | — | -1.24% | |
| 4 | CAT | Caterpillar Inc | Stock-Industrials | 2.45% | +0.67% | +0.22% | |
| 5 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 2.42% | -0.24% | -10.98% | |
| 6 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 2.10% | +0.09% | -0.93% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 1.89% | -0.03% | -1.75% | |
| 8 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.75% | +0.20% | +7.86% | |
| 9 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 1.72% | -0.88% | +79.32% | |
| 10 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.65% | -0.02% | +1.10% | |
| 11 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 1.58% | — | -1.47% | |
| 12 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 1.50% | -0.04% | +9.58% | |
| 13 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.38% | +0.63% | +2.87% | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 1.36% | -0.30% | +11.56% | |
| 15 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.11% | +0.04% | +47.40% | |
| 16 | FTCS | First Trust Capital Strength | ETF-Other | 1.08% | -0.02% | -7.64% | |
| 17 | MUB | Ishares National Muni Bond E | ETF-Other | 0.97% | — | +5.84% | |
| 18 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.93% | — | -3.53% | |
| 19 | NVDA | Nvidia CORP | Stock-Tech | 0.92% | +0.01% | +1084.43% | |
| 20 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.88% | -0.10% | -2.34% | |
| 21 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.87% | +0.07% | -0.62% | |
| 22 | VUG | Vanguard Growth ETF | ETF-Other | 0.75% | +0.01% | +0.20% | |
| 23 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.73% | +0.10% | +1.01% | |
| 24 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.72% | +0.01% | +2.14% | |
| 25 | CORP | Pimco Inv Grade CORP Bd ETF | ETF-Other | 0.71% | -0.16% | +2.12% | |
| 26 | FVD | First Trust Value Line Dvd | ETF-Other | 0.68% | -0.02% | -7.08% | |
| 27 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.66% | — | -5.55% | |
| 28 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.63% | -0.03% | +1.93% | |
| 29 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.63% | +0.05% | +1.44% | |
| 30 | YEAR | AB Ultra Short Income ETF | ETF-Other | 0.60% | -0.02% | +6.70% | |
| 31 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.59% | +0.03% | -2.04% | |
| 32 | ABBV | Abbvie Inc | Stock-Healthcare | 0.59% | +0.01% | +0.86% | |
| 33 | AFGR | First Trust Active Factor La | ETF-Other | 0.58% | — | -3.27% | |
| 34 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.56% | +0.02% | +0.88% | |
| 35 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.50% | — | +1.88% | |
| 36 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.50% | -0.01% | — | |
| 37 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 0.49% | -0.01% | +5.84% | |
| 38 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 0.49% | -0.06% | -2.79% | |
| 39 | XLE | Ss Energy Select Sector | ETF-Other | 0.48% | -0.24% | +42.94% | |
| 40 | VV | Vanguard Large-cap ETF | ETF-Other | 0.48% | — | -0.51% | |
| 41 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.48% | — | +14.53% | |
| 42 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.47% | +0.05% | -11.64% | |
| 43 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 0.47% | -0.13% | +9.57% | |
| 44 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 0.46% | -0.01% | -12.88% | |
| 45 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.45% | +0.01% | -8.36% | |
| 46 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.45% | +0.05% | +2.95% | |
| 47 | FIXD | First Trust Smith Opportunis | ETF-Other | 0.44% | — | +2.09% | |
| 48 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.43% | +0.06% | -0.97% | |
| 49 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 0.43% | -0.01% | -9.51% | |
| 50 | V | Visa Inc-class A Shares | Stock-Financials | 0.42% | — | +1.09% |
According to official SEC Form 13F filings, Ausdal Financial Partners, Inc. reported a total U.S. public equity portfolio value of $2.6B across 498 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including SHV, SCTXX, ACWI) accounted for 6.9% of total reported equity market value during Q2 2024.
During Q2 2024, Ausdal Financial Partners, Inc.'s top holdings by market value included SHV (8.1%)、SCTXX (3.5%)、ACWI (2.5%). The largest single position, SHV, represented 8.1% of total portfolio value.
In Q2 2024, Ausdal Financial Partners, 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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