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CIK: 0001667146
Total reported value
$2.6B
$2.6B
930 檔
8.8%
In Q3 2025, Ausdal Financial Partners, Inc.'s U.S. equity holdings reached a combined market value of $2.6B, distributed across 930 disclosed stock positions.
In Q3 2025, Ausdal Financial Partners, Inc. displayed an active expansion posture, initiating 49 new positions and adding to 129 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 930 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 2.72% | -0.03% | +18.36% | |
| 2 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 2.40% | +1.43% | -37.03% | |
| 3 | SCHG | Schwab US Large-cap Growth | ETF-Other | 2.12% | +0.20% | +5.74% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 1.93% | +0.01% | +30.84% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.75% | +0.63% | +42.63% | |
| 6 | CAT | Caterpillar Inc | Stock-Industrials | 1.65% | +0.67% | +1.85% | |
| 7 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 1.48% | -0.04% | +5.83% | |
| 8 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.43% | -0.24% | -2.99% | |
| 9 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 1.37% | -0.88% | +16.55% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 1.36% | -0.30% | +32.31% | |
| 11 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.35% | +0.09% | +20.42% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.33% | -0.12% | +60.33% | |
| 13 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.19% | -0.02% | +14.05% | |
| 14 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 1.07% | — | +12.55% | |
| 15 | VXX | Ipath Series B S&p 500 Vix | ETF-Large Cap & Growth | 1.04% | +0.70% | NEW | |
| 16 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.98% | -0.02% | +15.50% | |
| 17 | VUG | Vanguard Growth ETF | ETF-Other | 0.94% | +0.01% | +12.11% | |
| 18 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.92% | -0.03% | +25.73% | |
| 19 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.86% | +0.01% | +32.66% | |
| 20 | GSEP | Ft Vest US Equity Moderate B | ETF-Other | 0.85% | -0.01% | EXIT | |
| 21 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.84% | +0.04% | +11.08% | |
| 22 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.78% | +0.01% | +125.08% | |
| 23 | BAR | Graniteshares Gold Trust | ETF-Commodities | 0.75% | -0.56% | +116.63% | |
| 24 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.72% | +0.07% | +45.95% | |
| 25 | TCAF | T Rowe Prc Cap Appreciation | ETF-Other | 0.72% | -0.12% | +14.53% | |
| 26 | PSFF | Pacer Swan Sos Fund Of Funds | ETF-Other | 0.72% | +0.01% | +19.57% | |
| 27 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.68% | +0.05% | +17.85% | |
| 28 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.65% | +0.06% | +32.29% | |
| 29 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.62% | +0.01% | +122.68% | |
| 30 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.60% | +0.05% | +35.63% | |
| 31 | VTV | Vanguard Value ETF | ETF-Other | 0.59% | — | +28.93% | |
| 32 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.58% | -0.61% | -2.26% | |
| 33 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.58% | -0.01% | +6.14% | |
| 34 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.56% | -0.04% | +40.35% | |
| 35 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.54% | -0.12% | +0.89% | |
| 36 | YEAR | AB Ultra Short Income ETF | ETF-Other | 0.51% | -0.02% | +5.25% | |
| 37 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.48% | — | +31.52% | |
| 38 | FLXR | Tcw Flexible Income ETF | ETF-Other | 0.47% | -0.05% | +5.42% | |
| 39 | ✓ | Aebi Schmidt Hldg AG | Stock-Other | 0.47% | — | — | |
| 40 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.45% | -0.10% | +12.28% | |
| 41 | ABBV | Abbvie Inc | Stock-Healthcare | 0.43% | +0.01% | +10.13% | |
| 42 | PHYS | Sprott Physical Gold Trust | Stock-Other | 0.43% | -0.11% | +1.72% | |
| 43 | GLD | Spdr Gold Shares | ETF-Commodities | 0.43% | -0.11% | +6.83% | |
| 44 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 0.42% | -0.13% | -9.01% | |
| 45 | SPYI | Neos S&p 500 High Income ETF | ETF-Large Cap & Growth | 0.42% | — | +12.75% | |
| 46 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.42% | +0.01% | +17.21% | |
| 47 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.41% | +0.10% | +1.10% | |
| 48 | HEGD | Swan Hedged Equity US Lg Cap | ETF-Other | 0.40% | -0.02% | +688.44% | |
| 49 | WMT | Walmart Inc | Stock-Consumer Staples | 0.40% | -0.10% | +21.07% | |
| 50 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.40% | -0.02% | +0.15% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1% | +30.84% | Add |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.9% | +60.33% | Add |
| 3 | QQQ | Invesco Qqq Trust Series 1 | +0.5% | +42.63% | Add |
| 4 | VOO | Vanguard S&p 500 ETF | +0.5% | +125.08% | Add |
| 5 | IBIT | Ishares Bitcoin Trust ETF | +0.5% | +122.68% | Add |
| 6 | IVW | Ishares S&p 500 Growth ETF | +0.4% | +538.77% | Add |
| 7 | HEGD | Swan Hedged Equity US Lg Cap | +0.3% | +688.44% | Add |
| 8 | MSFT | Microsoft CORP | +0.3% | +32.31% | Add |
| 9 | EFA | Ishares Msci Eafe ETF | +0.3% | +869.63% | Add |
| 10 | TSLA | Tesla Inc | +0.3% | +17.85% | Add |
| 11 | PLTR | Palantir Technologies Inc-a | +0.3% | +0.89% | Add |
| 12 | XYZ | Block Inc | +0.2% | +9.55% | Add |
| 13 | GOOGL | Alphabet Inc-cl A | +0.2% | +32.29% | Add |
| 14 | ARKK | Ark Innovation ETF | +0.2% | +184.15% | Add |
| 15 | GOOG | Alphabet Inc-cl C | +0.2% | +35.63% | Add |
| 16 | UNH | Unitedhealth Group Inc | +0.2% | +46.11% | Add |
| 17 | AVGO | Broadcom Inc | +0.2% | +98.24% | Add |
| 18 | SMH | Vaneck Semiconductor ETF | +0.2% | +60.71% | Add |
| 19 | TAFM | AB Tax Aware Inter Muni | +0.2% | +1634.16% | Add |
| 20 | SBUX | Starbucks CORP | +0.1% | +5.31% | Add |
| 21 | IWM | Ishares Russell 2000 ETF | +0.1% | +45.95% | Add |
| 22 | AMZN | Amazon.com Inc | +0.1% | +25.73% | Add |
| 23 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +95.32% | Add |
| 24 | SPHQ | Invesco S&p 500 Quality ETF | +0.1% | +187.25% | Add |
| 25 | IWP | Ishares Russell Mid-cap Grow | +0.1% | +3.59% | Add |
| 26 | IVV | Ishares Core S&p 500 ETF | +0.1% | +32.66% | Add |
| 27 | ORCL | Oracle CORP | +0.1% | +32.35% | Add |
| 28 | XLK | Ss Technology Select Sector | +0.1% | +103.51% | Add |
| 29 | ORLY | O'reilly Automotive Inc | +0.1% | +160.56% | Add |
| 30 | PANW | Palo Alto Networks Inc | +0.1% | +140.34% | Add |
| 31 | SHOP | Shopify Inc - Class A | +0.1% | +14.72% | Add |
| 32 | FTSL | First Trust Senior Loan ETF | +0.1% | +104.00% | Add |
| 33 | AMD | Advanced Micro Devices | +0.1% | +76.75% | Add |
| 34 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +54.99% | Add |
| 35 | CWB | Ss Spdr Bb Conv Sec ETF | +0.1% | +484.32% | Add |
| 36 | ITA | Ishares U.s. Aerospace & Def | +0.1% | +62.71% | Add |
| 37 | INFL | Horizon Kinetics Infl Benef | +0.1% | +304.14% | Add |
| 38 | NEE | Nextera Energy Inc | +0.1% | +288.30% | Add |
| 39 | APP | Applovin Corp-class A | +0.1% | +65.38% | Add |
| 40 | JPM | Jpmorgan Chase & Co | +0.1% | +31.52% | Add |
| 41 | NFLX | Netflix Inc | +0.1% | +60.15% | Add |
| 42 | DIA | Ss Spdr Dow Jones Indus Avg | +0.1% | +51.33% | Add |
| 43 | SHY | Ishares 1-3 Year Treasury Bo | +0.1% | +96.68% | Add |
| 44 | XLV | Ss Health Care Select Sector | +0.1% | +182.58% | Add |
| 45 | XAR | Ss Spdr S&p Aerospace Def | +0.1% | +132.06% | Add |
| 46 | SO | Southern Co/the | +0.1% | -20.08% | Add |
| 47 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +136.09% | Add |
| 48 | IWB | Ishares Russell 1000 ETF | +0.1% | +201.17% | Add |
| 49 | HACK | Amplify Cybersecurity ETF | +0.1% | +195.52% | Add |
| 50 | AIRR | First Trust Rba American Ind | +0.1% | +64.28% | Add |
According to official SEC Form 13F filings, Ausdal Financial Partners, Inc. reported a total U.S. public equity portfolio value of $2.6B across 930 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, SHV, SCHG) accounted for 8.8% of total reported equity market value during Q3 2025.
Top New Position Initiated
VXX
市值: $21.4M
Top Position Liquidated / Trimmed
SPARUSD
前期市值: $6.1M
During Q3 2025, Ausdal Financial Partners, Inc.'s top holdings by market value included AAPL (2.7%)、SHV (2.4%)、SCHG (2.1%). The largest single position, AAPL, represented 2.7% of total portfolio value.
In Q3 2025, Ausdal Financial Partners, Inc. made 200 total portfolio adjustments, initiating 49 new buys, adding to 129 positions, trimming 18 holdings, and fully liquidating 4 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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