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CIK: 0001667146
Total reported value
$2.6B
$2.6B
569 檔
7.0%
During the Q4 2024 filing period, Ausdal Financial Partners, Inc. (CIK: 0001667146) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $2.6B across 569 reported positions.
During Q4 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 569 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 5.12% | -0.01% | +3365.92% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 3.27% | -0.03% | +55.71% | |
| 3 | SCHG | Schwab US Large-cap Growth | ETF-Other | 2.53% | +0.20% | +544.46% | |
| 4 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 2.44% | -0.24% | +311.10% | |
| 5 | CAT | Caterpillar Inc | Stock-Industrials | 2.17% | +0.67% | +0.33% | |
| 6 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 1.98% | -0.01% | +11628.07% | |
| 7 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.82% | +0.09% | -1.04% | |
| 8 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 1.81% | -0.88% | +11.68% | |
| 9 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.35% | -0.02% | +1.35% | |
| 10 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.29% | +0.63% | +9.13% | |
| 11 | NVDA | Nvidia CORP | Stock-Tech | 1.25% | +0.01% | +47.65% | |
| 12 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.25% | -0.61% | +502.55% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 1.22% | -0.30% | +11.32% | |
| 14 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 1.13% | — | +304.79% | |
| 15 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 1.10% | -0.02% | +232.04% | |
| 16 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 1.02% | — | -0.03% | |
| 17 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.01% | +0.04% | +8.26% | |
| 18 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 1.00% | — | — | |
| 19 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.99% | +1.43% | -84.84% | |
| 20 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.88% | -0.03% | +40.98% | |
| 21 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 0.83% | +0.01% | +27.53% | |
| 22 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.82% | +0.07% | +5.52% | |
| 23 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.82% | +0.03% | +20.05% | |
| 24 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.81% | -0.01% | +6.37% | |
| 25 | YEAR | AB Ultra Short Income ETF | ETF-Other | 0.77% | -0.02% | +13.40% | |
| 26 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.76% | +0.01% | +10.07% | |
| 27 | SPARUSD | Shyft Group Inc/the | Stock-Other | 0.76% | — | — | |
| 28 | TCAF | T Rowe Prc Cap Appreciation | ETF-Other | 0.75% | -0.12% | +678.26% | |
| 29 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.74% | -0.10% | +2.46% | |
| 30 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.71% | -0.01% | +367.34% | |
| 31 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.71% | +0.05% | -5.97% | |
| 32 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.69% | -0.02% | +0.61% | |
| 33 | XMMO | Invesco S&p Midcap Momentum | ETF-Other | 0.67% | +0.01% | +583.24% | |
| 34 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.65% | +0.10% | +205.19% | |
| 35 | VUG | Vanguard Growth ETF | ETF-Other | 0.65% | +0.01% | +0.43% | |
| 36 | PSFF | Pacer Swan Sos Fund Of Funds | ETF-Other | 0.64% | +0.01% | — | |
| 37 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.63% | — | +7.26% | |
| 38 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.61% | +0.06% | +62.86% | |
| 39 | CORP | Pimco Inv Grade CORP Bd ETF | ETF-Other | 0.60% | -0.16% | +0.89% | |
| 40 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.58% | +0.05% | +5.28% | |
| 41 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 0.58% | -0.13% | +7.66% | |
| 42 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.53% | — | -3.09% | |
| 43 | ABBV | Abbvie Inc | Stock-Healthcare | 0.51% | +0.01% | +5.28% | |
| 44 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.50% | +0.05% | +15.82% | |
| 45 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.47% | +0.02% | +106.78% | |
| 46 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.46% | -0.12% | +20.99% | |
| 47 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.45% | — | +2.89% | |
| 48 | V | Visa Inc-class A Shares | Stock-Financials | 0.44% | — | +7.42% | |
| 49 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.44% | — | +54.11% | |
| 50 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.43% | +0.01% | +12.17% |
According to official SEC Form 13F filings, Ausdal Financial Partners, Inc. reported a total U.S. public equity portfolio value of $2.6B across 569 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including IEF, AAPL, SCHG) accounted for 7.0% of total reported equity market value during Q4 2024.
During Q4 2024, Ausdal Financial Partners, Inc.'s top holdings by market value included IEF (5.1%)、AAPL (3.3%)、SCHG (2.5%). The largest single position, IEF, represented 5.1% of total portfolio value.
In Q4 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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