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CIK: 0001667146
Total reported value
$2.6B
$2.6B
518 檔
6.9%
According to the latest 13F quarterly dataset, Ausdal Financial Partners, Inc. managed an equity portfolio of $2.6B at the end of Q3 2024, spanning 518 distinct U.S. exchange-listed positions.
During Q3 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 518 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 7.85% | +1.43% | -0.90% | |
| 2 | SCTXX | Schwab Amt Tax Fr Mny-ultra | Stock-Other | 3.10% | — | -7.76% | |
| 3 | CAT | Caterpillar Inc | Stock-Industrials | 2.80% | +0.67% | +0.14% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 2.35% | -0.03% | +15.63% | |
| 5 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 2.21% | -0.24% | -13.52% | |
| 6 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 2.16% | +0.09% | +0.62% | |
| 7 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 1.97% | -0.04% | +34.95% | |
| 8 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 1.95% | -0.88% | +17.05% | |
| 9 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.77% | -0.02% | +2.54% | |
| 10 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.76% | +0.20% | +0.18% | |
| 11 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.36% | +0.63% | -1.06% | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 1.35% | -0.30% | +5.60% | |
| 13 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 1.25% | — | -50.55% | |
| 14 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.23% | +0.04% | +6.89% | |
| 15 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.95% | -0.01% | +80.98% | |
| 16 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.94% | +0.07% | +1.45% | |
| 17 | NVDA | Nvidia CORP | Stock-Tech | 0.92% | +0.01% | +4.83% | |
| 18 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.90% | -0.10% | +0.99% | |
| 19 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.84% | -0.02% | — | |
| 20 | YEAR | AB Ultra Short Income ETF | ETF-Other | 0.83% | -0.02% | +39.71% | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.82% | +0.01% | +10.22% | |
| 22 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 0.77% | +0.01% | +198.80% | |
| 23 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.77% | +0.10% | +2.52% | |
| 24 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.77% | +0.03% | +28.98% | |
| 25 | CORP | Pimco Inv Grade CORP Bd ETF | ETF-Other | 0.75% | -0.16% | +4.95% | |
| 26 | VUG | Vanguard Growth ETF | ETF-Other | 0.73% | +0.01% | -2.56% | |
| 27 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.73% | — | +44.68% | |
| 28 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.65% | — | -7.02% | |
| 29 | ABBV | Abbvie Inc | Stock-Healthcare | 0.65% | +0.01% | -1.42% | |
| 30 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 0.65% | -0.13% | +42.38% | |
| 31 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.64% | -0.03% | +7.64% | |
| 32 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.62% | +0.05% | -0.25% | |
| 33 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.59% | +0.05% | -3.57% | |
| 34 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.55% | +0.02% | -6.97% | |
| 35 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.54% | — | +0.60% | |
| 36 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 0.50% | -0.01% | +1.71% | |
| 37 | XLE | Ss Energy Select Sector | ETF-Other | 0.50% | -0.24% | +9.02% | |
| 38 | VV | Vanguard Large-cap ETF | ETF-Other | 0.48% | — | -1.41% | |
| 39 | BND | Vanguard Total Bond Market | ETF-Other | 0.46% | -0.02% | +74.82% | |
| 40 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.46% | +0.01% | -1.70% | |
| 41 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.45% | +0.05% | +14.03% | |
| 42 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.45% | -0.12% | +10.33% | |
| 43 | GLD | Spdr Gold Shares | ETF-Commodities | 0.45% | -0.11% | +7.58% | |
| 44 | V | Visa Inc-class A Shares | Stock-Financials | 0.43% | — | +0.72% | |
| 45 | VB | Vanguard Small-cap ETF | ETF-Other | 0.43% | +0.01% | +0.91% | |
| 46 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.43% | +0.01% | -2.83% | |
| 47 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 0.42% | -0.06% | -11.11% | |
| 48 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 0.42% | -0.02% | +3.88% | |
| 49 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.42% | -0.04% | +5.04% | |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.42% | -0.04% | +1.71% |
According to official SEC Form 13F filings, Ausdal Financial Partners, Inc. reported a total U.S. public equity portfolio value of $2.6B across 518 disclosed positions in Q3 2024.
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In terms of portfolio concentration, the top 5 core holdings (including SHV, SCTXX, CAT) accounted for 6.9% of total reported equity market value during Q3 2024.
During Q3 2024, Ausdal Financial Partners, Inc.'s top holdings by market value included SHV (7.8%)、SCTXX (3.1%)、CAT (2.8%). The largest single position, SHV, represented 7.8% of total portfolio value.
In Q3 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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