Altiora Financial Group, LLC Portfolio Holdings

Altiora Financial Group, LLC

  • $417 Billion
  • Q2 2024

Altiora Financial Group, LLC has filed its 13F form on August 12, 2024 for Q2 2024 where it was disclosed a total value porftolio of $417 Billion distributed in 84 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $99.7B, Dimensional ETF Tr with a value of $38.1B, Schwab Short Term Us Treasury with a value of $25.7B, Dimensional ETF Tr Short Durat with a value of $25B, and Vanguard Total Stock Market Et with a value of $16.9B.

Examining the 13F form we can see an increase of $48.3B in the current position value, from $368B to 417B.

Altiora Financial Group, LLC is based out at Lebanon, OH

Below you can find more details about Altiora Financial Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $417 Billion
ETFs: $339 Billion
Technology: $7.11 Billion
Consumer Cyclical: $1.96 Billion
Consumer Defensive: $1.55 Billion
Industrials: $1.53 Billion
Healthcare: $1.5 Billion
Communication Services: $1.31 Billion
Energy: $646 Million
Other: $597 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 84
  • Current Value $417 Billion
  • Prior Value $368 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 12, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 7 stocks
  • Additional Purchases 33 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 13 stocks
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